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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer 2/3/26

Mad Money w/ Jim Cramer

CNBC

News, Investing, Business

4.34K Ratings

🗓️ 4 February 2026

⏱️ 44 minutes

🧾️ Download transcript

Summary

Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. Mad Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, I'm Kramer.

0:24.8

Welcome to Mab Money. Welcome to Kramer.

0:28.9

Other people, my friends, I'm just trying to save you a little money here.

0:32.1

My job's not just entertained, but I'm going to educate and I'm going to explain everything tonight because it's crazy out there.

0:36.6

Call me 1-800- 7, 3, CBC.

0:38.7

Tweet me at Jim Kramer. Be nice.

0:42.2

The clients win.

0:44.7

The purveyors lose.

0:47.2

Hardware companies triumph.

0:50.4

Software companies shrivel up and die.

0:55.0

Industrial's profit. Enterprise service. Software companies shrivel up and die. Industrial profit!

0:57.0

Enterprise service companies wilt!

1:00.0

The result you have daily today with the Dowell to 167 points,

1:04.0

has a big plunge point 8.8% NASDAQ puma 1.43%, which seems horrendous,

1:09.0

but was much worse for the stocks of anything connected with the once-love cohort.

1:13.8

That was, software.

1:16.5

Is it really that simple?

1:18.0

The market spoke up today and said, yes, everything software must be thrown away.

1:23.6

Anything remotely connected to software is suspect, including companies that just collect data.

1:30.3

But any client, a bank, a consumer package goods company, an industrial company, is golden, at least for now.

1:36.6

Even if their earnings aren't so hot, maybe you should have seen this coming.

1:41.3

In the last two months, we've seen lots of different high-quality enterprise software, service now, Adobe, report really good numbers,

...

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