Mad Money: 2025年2月4日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年2月4日(火)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) Wall Street needs to take Trump more seriously, Jim Cramer says (https://www.cnbc.com/2025/02/04/jim-cramer-wall-street-needs-to-take-trump-more-seriously.html)

• CNBC’s Jim Cramer unpacked President Donald Trump’s action over the past few days, concluding that investors should give more weight to his intentions since he is largely unchallenged in a number of arenas.
• “People on Wall Street, they better start taking the President of the United States more seriously, or else you’re going to keep losing money,” he said. “You don’t have to like him, but I’m begging you, listen to his words.”

 

(2) Executive Interview: Amid tariff worries, Chipotle CEO says about 50% of the chain’s avocados are sourced from Mexico (https://www.cnbc.com/2025/02/04/chipotle-ceo-says-about-50percent-of-the-chains-avocados-are-from-mexico.html)

• Chipotle CEO Scott Boatwright told CNBC’s Jim Cramer the burrito maker has managed to diversify its avocado supply.
• “We’ve moved into other countries of origin, like Peru, Dominican Republic, as well as Colombia. And today, only about 50% of avocados are sourced from Mexico.”

Ticker: CMG

 

(3) [No Video Clip for non-Club members] Executive Interview: Pfizer CEO: I’ve met RFK Jr., I don’t think he intends to remove liability protections for vaccines (https://www.cnbc.com/video/2025/02/04/pfizer-ceo-ive-met-rfk-jr-i-dont-think-he-intends-to-remove-liability-protections-for-vaccines.html)

Albert Bourla, Pfizer chairman and CEO, joins ‘Mad Money’ host Jim Cramer to talk the impact of incoming of RFK Jr. as a possible HHS Secretary, quarterly results, drug development, and more.

Ticker: PFE

 

(4) [No Video Clip for non-Club members] Executive Interview: Mattel saw year of strong operational excellence, says CEO Ynon Kreiz (https://www.cnbc.com/video/2025/02/04/mattel-saw-year-of-strong-operational-excellence-says-ceo-ynon-kreiz.html)

Mattel Chairman and CEO Ynon Kreiz joins ‘Closing Bell Overtime’ to talk quarterly results, the impact of tariffs, where he sees strength, and more.

Ticker: MTTR

 

(5) Cramer’s Lighting Round: AbbVie is a buy (https://www.cnbc.com/2025/02/04/cramers-lighting-round-abbvie-is-a-buy.html)

• MongoDB: “You’d be catching it at the right time. I think the analysts are all starting to upgrade the, the enterprise software again. I think it’s worth a stab, I really do. But it’s a trade, not an investment.”
• Tempus: “I think Stryker’s the better one. If you want AI, then you go with Medtronic.”
• Coinbase: “Just go buy the Bitcoin, will you…We don’t want the Coinbase, we want the Bitcoin.”
• AbbVie: “AbbVie is just a gem…AbbVie is a winner, I can’t believe the stock dropped so much. I think AbbVie is a buy.”
• Cerence: “Let’s pull the trigger.”
• Hims & Hers Health: “This stock is a short squeeze.”

Ticker: MDB, TEM, COIN, CRNC, HIMS

 

(6) [No Video Clip for non-Club members] Jim Cramer: Palantir is using AI to change how companies do business (https://www.cnbc.com/video/2025/02/04/jim-cramer-palantir-is-using-ai-to-change-how-companies-do-business.html)

‘Mad Money’ host Jim Cramer digs into Palantir’s earnings and big stock run

Ticker: PLTR

 

Other Stocks Discussed (calls with audience): FedEx (FDX) [Brought up in a trade war, wait for tariff to calm down], Boeing (BA) [I am not a seller anymore]

 

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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