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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer 2/4/26

Mad Money w/ Jim Cramer

CNBC

News, Investing, Business

4.34K Ratings

🗓️ 5 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.

0:03.0

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer.

0:28.8

Other people want to make friends. I just want to make you money. My job is not necessarily

0:33.6

to entertain but educate and teach you, so call me at 1-800-743-CBC.

0:38.7

You can tweet me at Jim Kramer.

0:44.5

There is a reason I always hesitate to recommend the hottest stocks in the market,

0:48.6

the ones with the parabolic moves, the monstrous one-day gains.

0:49.1

Why?

0:51.0

Because days like today, that's why.

0:55.2

Days where you can lose so much money in the high flyers,

1:00.3

more than you made when they were going up, that it just takes your breath away.

1:06.0

Sure, once again, the average has some of the pain, with the Dow gaining 260 points,

1:14.1

S&P shed.5.1%. Nasdaq did tumble 1.51% though. We have plenty of winners today, mainly the stocks of companies that can improve their businesses,

1:16.4

presumably by using artificial intelligence.

1:19.6

Transports, industrials, retailers, restaurants, health care.

1:24.7

On every single conference call, they talk about how AI is saving them money or making them money or certainly making them more productive, even if in reality it's marginal or even fanciful or worse, yes, chimerical.

1:33.5

We have companies that were supposed to have their earnings hurt by the GOP-1s, companies like Campbells or Pepsi or Smucker, or even Kraft Hines and could benefit from AI.

1:42.5

Their stocks are going much higher as if the GOP somehow

1:45.1

stopped working and we all got hungry for junk food. But then we have the chief maker of the GOP-1s,

1:51.3

Eli Lilly, soaring more than 10% as it rolls out trial after trial to see what these drugs

1:56.3

can do beyond weight loss and diabetes. Things like alcohol and tobacco addiction. They can make the ATF obsolete. Lilly's got a joint venture with Invidia where they're going to treat hard-to-treat, going after hard-to-treat diseases. Hey, come on, with that kind of firepower, they'll develop a new line of forever people. Louis gain is also arch-rival novo-nouris pain. It's not enough that President Trump wants to annex Greenland. Eli Lilly's constantly taking share from Danish Novo Nordisk. We've got Novo on tonight, and you may actually want to sample some, or at least consider the GOP-1 pill form that they have, where you have a momentary edge over Eli Lilly, still use an injector there. he's not alone. The irrepressible Johnson Johnson along with the effervescent Merck and Amgen. They simply refuse to quit. Why not? Even after the runs they've had this year alone, their stocks are not expensive versus the rest of the market. These are old-fashioned solid earners without the Tony Suprano overtones. The banks are crushing it. When they say they're using artificial intelligence, guess what?

2:53.9

They really are. They're probably sampling the new Anthropic product that can help their general

...

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