Mad Money: 2025年1月29日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年1月29日(水)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

 

(1) Despite a ‘fraught’ day for the market, Jim Cramer finds positives in Wednesday’s action (https://www.cnbc.com/2025/01/29/jim-cramer-finds-positives-in-wednesdays-action.html)

• CNBC’s Jim Cramer reviewed Wednesday’s session, saying that even though certain losses seem tough, there are reasons to be positive about the market.
• “Let’s break them down, because if this market feels like a minefield, it’s a minefield of our own choosing,” he said. “There are plenty of areas with clear paths if you’re willing to look.”

 

(2) Executive Interview: Brinker CEO talks Chili’s turnaround: ‘This is just the beginning’ (https://www.cnbc.com/2025/01/29/brinker-ceo-talks-chilis-turnaround-this-is-just-the-beginning.html)

• Brinker International CEO Kevin Hochman detailed how his company has improved its Chili’s chain in an interview with CNBC’s Jim Cramer, saying new advertising strategies have helped bring in customers and return the brand to relevancy.
• “Progressively, every quarter, our results are getting better and better, now they’re being fueled by 19% traffic growth, and, quite frankly, we think the sky’s the limit,” Hochman said. “We don’t think this is the end, we think this is just the beginning of the Chili’s turnaround.”
• Brinker posted an earnings beat on Wednesday, sending shares soaring to finish the session up more than 16%.

Ticker: EAT

 

(3) [No Video Clip for non-Club members] We want tech and automation to enhance the human experience, not replace it, says CAVA CEO (https://www.cnbc.com/video/2025/01/29/we-want-tech-and-automation-to-enhance-the-human-experience-not-replace-it-says-cava-ceo.html)

Brett Schulman, CAVA co-founder and CEO, joins ‘Mad Money’ host Jim Cramer to talk shares climbing, expansion plans, customer trends, and more.

Ticker: CAVA

 

(4) [No Video Clip for non-Club members] Executive Interview: Levi Strauss CEO Gass: Could not be happier with how we’re ending the year (https://www.cnbc.com/video/2025/01/29/levi-strauss-ceo-gass-could-not-be-happier-with-how-were-ending-the-year.html)

Levi Strauss President and CEO Michelle Gass joins ‘Mad Money’ host Jim Cramer to talk Levi’s quarterly results.

Ticker: LEVI

 

(5) Cramer’s Lightning Round: Keysight is a buy (https://www.cnbc.com/2025/01/29/cramers-lightning-round-keysight-is-a-buy.html)

• Lockheed Martin: ”…I do not want to get in the way of the Palantir buzz saw because that’s very close to Elon Musk.”
• ADMA Biologics: “I don’t have a catalyst…I would wait for it to come down before I would pull the trigger.”
• Novocure: ”…I just think that they should be making money…Let’s see some money made by Novocure and then we can get behind it.”
• Keysight: “We want this one…Terrific business, niche business. I like it, and I think you should own it, and I think you should buy it.”

Ticker: LMT, ADMA, NVCR, KEYS

 

(6) [No Video Clip for non-Club members] Alcohol companies in for a rude awakening when Dry January stretches to February, says Jim Cramer (https://www.cnbc.com/video/2025/01/29/alcohol-companies-in-for-a-rude-awakening-when-dry-january-stretches-to-february-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks struggles in the alcohol industry.

 

Other Stocks Discussed (calls with audience): Eaton (ETN) [We bought earlier when CAT is selling, long term good story], Dell Technologies (DELL)

 

参考: この日の放送に関するその他のサイトへのリンク 

• Podcast at Spotify (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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