A short time ago, the United States military began major combat operations in Iran. Our objective is to defend the American people by eliminating eminent threats from the Iranian regime, a vicious group of very hard, terrible people. Its menacing activities directly endanger the United States, our troops, our bases overseas, and our allies throughout the world.For 47 years, the Iranian regime has chanted death to America and waged an unending campaign of bloodshed and mass murder, targeting the United State ...

[music] [music] [music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray.Other people, my friends. I'm just trying to save a little bit of money here. My job is not just to entertain, but to educate, to explain days like today.So, call me at 1800743 CNBC or tweet me at Jim Kramer. Goodbye, February. You will forever be known as a heartbreaker.You demolished software. You minimized hardware. And then you took apart the king, Nvidia.And you decided that the winners were these prosaic companies with popu ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer. other people make friends. I'm just trying to save a little bit of money here. My job is not just to entertain, but to educate, to explain days like today. So, call me at 1800743 CNBC or tweet me at Jim Kramer. Goodbye, February. You will forever be known as a heartbreaker. You demolished software. You minimized hardware. And then you took apart the king, Nvidia. And you decided that the winners were these prosaic companies with popular brands like P ...

The market's down today after the January producer price index came in hotter than expected. But our gu next guest sees a bounceback coming. Let's bring in Morgan Stanley Private Wealth Management's Katarina Simeonetti.Katarina, great to have you with us. Um, so what what exactly did we overshoot. Is it just sort of the assumption that AI is going to kill everything.I mean, what part of the narrative do you do you dispute. Well, I think that it's a very interesting narrative and no one can dispute the fact ...

Joining us now is Brennan Hawin, Beimo Capital Market, senior equity analyst. So, uh, Brennan, uh, look, the fear is flying around. Um, let's start at the epicenter with the alternative asset managers. Some of them have been just weighed down by a constant spiral of concern about what's in these private credit portfolios, right? Is there value there or should we just sort of assume that other shoes are going to drop? >> Well, I mean, it is they are credit portfolios, right? and and you make a loan, it's not ...

It's only half but I [music] don't care. It's 5:00 somewhere. This [music] lunch break is going to take all afternoon after night.>> [music] >> Ladies and gentlemen, please welcome to the stage Secretary of Energy Chris Wright. >> Hello, Corpus. Awesome to be here with you all.President Donald J. Trump was elected overwhelmingly on a simple agenda. He was going to make America great again. How do you make America great again. Is you make the lives of Americans great.You bring that American dream closer in r ...

So curious if you have any life hacks. >> Um one of them is um how I manage my energy is probably something that is something that's really important to me and it's it's the way I think about it is almost like you know you got to put pennies in the piggy bank and some of them come out and some you know along the week and by the weekend you got to put them back in so that you're ready to go again on Monday. Um, so that is something I think about and and so the energy balance for me is really important.And so ...

The stock is going to move where the stock is going to move. I understand the concerns that people have as they see us uh allocating a massive scale of money to this market. But the truth of the matter is is our backlog is is is enormous.We are going to be delivering compute to the most important to the largest companies in the world. We're going to be delivering compute to the broadest uh uh uh component of the economy. We're doing our job. This is what we're supposed to be doing. ...

This shifting jobs picture is just one of the changes in the markets that has led our next guest to downgrade his view on equities. Joining us now is Warren Pies from 314 Research. So Warren, uh it's great to have you.I know you've been kind of on this idea that AI exposed jobs performed worse than than other types of jobs. So do you think that's kind of filtering into the way the markets assessing the macro outlook. >> Oh, most definitely.Um, you know, I think it's we're at a turning point right now and an ...

President Trump just putting out a post on Truth Social, saying that the US government is now dropping Anthropic, the AI company, no longer using their models. He says, quote, "We are directing every federal agency in the United States government to immediately cease all use of anthropics technology." He says, "We don't need it. We don't want it. We will not do business with them again. There will be a six-month phase out period for agencies like the Department of War who are using Anthropics products at va ...