Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the stocks Jim Cramer shared his take on. A caller asked what Cramer thinks the prospects are for the company and he replied: “Look, I’m a balance sheet guy. This has had a major, major move. It’s been terrific. I think some of it is a short squeeze. There’s a very big short. I want you to take some off the table and then let the rest run because in the end, I care more about maintaining gains when it comes to the heavily speculative stocks that are losing a ...

The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer shared his take on. Noting that the stock is down despite Fed rate cuts, a caller inquired if they should add to their position, sell, or hold. Cramer stated: “Yes, I would buy more. It’s a big position for my Charitable Trust. Why would I buy more? Because we are going to get more rate cuts, particularly because the president wants them, and he’s going to pick someone who’ll forget all this nonsense you hear. They’re going to cut rates and cu ...

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer shared his take on. During the episode, a caller asked if the stock is back, and Cramer replied: “I was at Costco this weekend, trying to check it out, trying to figure out what the heck is wrong. I think… what’s wrong is the stock got too high. I would’ve thought at 41 times earnings, it’s done going down. That was wrong. We did sell half the position, I can’t believe I sold any of it, for the Charitable Trust. We had to. I don’t ...

Stanley Black & Decker, Inc. (NYSE:SWK) is one of the stocks Jim Cramer shared his take on. Cramer highlighted the company’s latest deal with Howmet, as he commented: “Finally, there’s the everybody wins kind of M&A. This morning, Stanley Black & Decker sold its aerospace manufacturing business, consolidated aerospace manufacturing to Howmet, a crackerjack aerospace company, for $1.8 billion in cash. This is a terrific deal for Stanley Black & Decker shareholders… because that company needs to repair its ...

Cintas Corporation (NASDAQ:CTAS) is one of the stocks Jim Cramer shared his take on. Cramer noted the company’s interest in buying UniFirst, as he said: “Then there’s a whole ‘nother template, Cintas trying to buy UniFirst, an ongoing saga that has the number one uniform retail company, Cintas, trying to acquire the number three player in the same business. There was an indication of interest via Cintas in 2022. Then in January of 2025, Cintas formalized a generous bid that was rejected. Now, it’s back wi ...

Janus Henderson Group plc (NYSE:JHG) is one of the stocks Jim Cramer shared his take on. Cramer mentioned the company during the episode and stated: “Or how about the deal this morning, where Trian, the fund led by Nelson Peltz, and an outfit called General Catalyst Group are taking the storied money manager Janus Henderson private for $7.4 billion, which is 18% above where it was trading back in October when Trian and its partners made their first offer for the company. The big story here, Janus knows th ...

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the stocks Jim Cramer shared his take on. Cramer noted the battle over the company’s acquisition between Netflix and Paramount Skydance. He remarked: “The most salient takeover battle right now is the contest for Warner Brothers Discovery. Here we have a public company that’s more like a private company, Paramount Skydance. I say that because its bid is personally funded in part by the fifth-wealthiest person in the world, Larry Ellison. His son runs the ...

核心观点 - 分析师Jim Cramer认为，尽管面临对华销售限制，但英伟达公司(NVIDIA)的股价表现依然强劲，年内涨幅超过36%，且中国市场基本被排除在其业绩之外，因此限制造成的损害有限[1] - Cramer进一步指出，如果公司能按媒体报道在春季向中国发货H200芯片，可能带来上行潜力，并建议长期持有而非交易该股票[1] - 尽管承认英伟达的投资潜力，但分析认为某些其他人工智能股票可能提供更大的上行空间和更小的下行风险[2] 公司业务与市场地位 - 英伟达公司致力于开发加速计算和人工智能平台、用于游戏和专业用途的GPU、云服务、机器人及嵌入式系统以及汽车技术[2] - 英伟达与博通被描述为“卓越的公司”，其芯片制造依赖于台积电，因此如果需求超过供应，制造瓶颈将是台积电的问题，而非英伟达自身的问题[2] - 这与美光、西部数据和希捷等公司的情况不同，后者的供需状况与英伟达和博通完全不同[2] 市场表现与催化剂 - 英伟达股价在讨论时年内涨幅超过36%[1] - 公司曾面临向中国销售“简化版”AI芯片的禁令，该禁令近期被部分解除[1] - 媒体报道指出，公司可能在春季向中国发货H200芯片，这被视为一个潜在的积极催化剂[1] - 在科技板块近期下跌趋势中，英伟达和博通等公司股价出现上涨，其走势部分受到美光公司的影响，但基本面情况有别[2]

Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer discussed along with macroeconomic conditions. Cramer highlighted how the company tackled the tariffs, as he remarked: “I also asked what the impact of President Trump’s trade policies would be on tech, and by and large, this hasn’t been a major issue. There were times that tariffs on China and India looked like they might impact Apple, but the company won exemptions by making large domestic investment commitments. I say Apple, own it, don’t trade i ...

公司业务与转型 - 公司设计并销售电动汽车 同时开发并安装用于住宅、商业和工业客户的太阳能能源和存储系统 此外公司还在研发自动驾驶汽车和机器人 [1] - 公司正从一家汽车公司转型为科技公司 从一家在销售上受挫的公司转变为机器人和自动驾驶汽车以及能源存储领域的新兴领导者 [1] 自动驾驶业务进展 - 公司的Robotaxi服务正在取得进展 尽管速度比Waymo慢 [1] 股票表现与市场认知 - 尽管公司与总统在去年春天发生了备受瞩目的争执 但这并未阻碍公司股票的上涨 其股价已连续数月表现强劲 [1] - 汽车业务受益于降息 但公司股票已不再像汽车股那样交易 [1]