Mad Money: 2025年2月3日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年2月3日(月)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) Investors shouldn’t be surprised by Trump’s tariff hikes, Jim Cramer says (https://www.cnbc.com/2025/02/03/jim-cramer-trump-tariffs.html)

• CNBC’s Jim Cramer unpacked Monday’s market action, saying investors shouldn’t be so shocked by President Donald Trump’s steep tariff hikes, as he touted such moves repeatedly during his campaign.
• “Many might say this is a precarious moment,” he said. “I simply say you got what your country voted for.”

Value Players: EAT, DRI, BROS, MCD, SBUX, CMG

Retailers: COST, WMT

S&P Healthcare

Fintech: MA, V

Mega-Cap Tech: AAPL, TSLA, META, MSFT, GOOGL

 

(2) [No Video Clip for non-Club members] Jim Cramer looks at the S&P 500 winners and losers for January (https://www.cnbc.com/video/2025/02/03/jim-cramer-looks-at-the-sp-500-winners-and-losers-for-january.html)

‘Mad Money’ host Jim Cramer highlights the best and worst of the S&P 500 in January.

S&P 500 January Winners: Constellation Energy Corporation (CEG), Vistra Corp. (VST), CVS health (CVS), GE Aerospace (GE), FS Inc. (FFIV), Starbucks (SBUX)

S&P 500 January Losers: Edison International (EIX) [due to California fire], PG&E Corporation (PCG) [guilt by association; buy], Constellation (STZ) [charitable trust sold half of the position] , On Semiconductor (ON), Electronic Arts (EA)

 

(3) [No Video Clip for non-Club members] Deckers’ guidance implies Hoka’s growth is slowing, says Jim Cramer (https://www.cnbc.com/video/2025/02/03/deckers-guidance-implies-hokas-growth-is-slowing-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Deckers’ disappointing results and stock reaction.

Ticker: DECK [it is a buying opportunity]

 

(4) Flexport CEO breaks down the complex and uncertain global trade landscape (https://www.cnbc.com/2025/02/03/flexport-ceo-breaks-down-the-complex-uncertain-global-trade-landscape.html)

• As the market reels from ever-changing news about President Donald Trump’s tariff hikes, Flexport CEO Ryan Petersen detailed how his customers are dealing with a volatile global trade environment in a Monday interview with CNBC’s Jim Cramer.
• “It’s very hard to plan a supply chain when it’s changing day to day, so I think it’s really hard for these businesses to figure out, you know, what is the government going to do, and how should they set themselves up,” he said.

Ticker: FCX

 

(5) Cramer’s Lightning Round: Five9 is a buy (https://www.cnbc.com/2025/02/03/cramers-lightning-round-five9-is-a-buy.html)

• Emerson Electric: “Emerson, I got out too soon…Missed out on 20 points.”
• Five9: “Stock is way too cheap. I think I am with you, and I would pull the trigger. [buy, buy, buy!].”
• BigBear.ai: “No, you got to go with Palantir.”
• Oshkosh: “I was surprised at the numbers being that strong…Another great American company that just shot the lights out that no one’s paying attention to it.”
• GameStop: “If you want games, you got to be in Take-Two…I can’t recommend GameStop, I just know it’s a meme stock.”

Ticker: EMR, FIVN, BBAI, OSK, GME

 

(6) [No Video Clip for non-Club members] Jim Cramer makes sense of the tariff and trade whiplash coming out of Washington (https://www.cnbc.com/video/2025/02/03/jim-cramer-makes-sense-of-the-tariff-and-trade-whiplash-coming-out-of-washington.html)

‘Mad Money’ host Jim Cramer sorts through today’s tariff news.

 

Other Stocks Discussed (calls with audience): Oracle (ORCL) [you have to wait for the next report], Goldman Sachs (GS) [GS is incredible, so low], Veritiv Holdings (VRT) [stock come down enough, you should buy some but not all], On Holding (ONON) [you have an upside], elf Beauty (ELF) [unconformable; product is all sourced by China]

 

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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