Mad Money: 2023年1月26日(木)の放送の要点

2023年1月26日(木)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) Jim Cramer credits strong earnings from Tesla and United Rentals for helping lift the market (https://www.cnbc.com/2023/01/26/cramer-strong-earnings-from-tesla-and-united-rentals-helped-market-climb.html)

• CNBC’s Jim Cramer said that Thursday’s rally is thanks to a batch of strong company earnings.
• He went over several examples of corporate news and earnings reports that fueled Thursday’s gains, including Chevron, Tesla and United Rentals.

Ticker: CVX, TSLA,TSCO, CRM, URI, NUE

(2) Executive Interview: Nucor CEO on the company’s growth plan, anticipated tailwinds from the CHIPS Act (https://www.cnbc.com/video/2023/01/26/nucor-ceo-on-the-companys-growth-plan-anticipated-tailwinds-from-the-chips-act.html)

Cramer spoke with Nucor CEO Leon Topalian on Thursday.

Ticker: NUE

(3) Executive Interview: McCormick CEO on the company’s service levels (https://www.cnbc.com/video/2023/01/26/mccormick-ceo-on-the-companys-service-levels.html)

Cramer spoke with McCormick CEO Lawrence Kurzius on Thursday.

Ticker: MKC

(4) Executive Interview: SAP CEO on its restructuring plan (https://www.cnbc.com/video/2023/01/26/sap-ceo-on-its-restructuring-plan.html)

Cramer spoke with SAP CEO Christian Klein on Thursday.

Ticker: SAP

(5)  Cramer’s lightning round: I say thumbs up to MP Materials (https://www.cnbc.com/2023/01/26/cramers-lightning-round-i-say-thumbs-up-to-mp-materials.html)

• Southern Co: “I’m going to bless the idea.”
• MP Materials Corp: “I say, thumbs up, MP Materials.”
• RPC Inc: “I want you to hold [onto] it.”
• Marvell Technology Inc: “You don’t want to buy until it reports. After it reports, we’re going to take a solid look at it. … If you do own it now, you’ll do just fine.”
• Li Auto Inc: “Listen to [Tesla CEO] Elon Musk on the conference call. He likes the Chinese automakers. Who am I to go against the smartest man in the world?”

Ticker: SO, MP, RES, MRVL, LI

(6) [No Video Clip] Jim Cramer gives his take on the labor market, wage inflation and the Federal Reserve (https://www.cnbc.com/video/2023/01/26/jim-cramer-gives-his-take-on-the-labor-market-wage-inflation-and-the-federal-reserve.html)

Cramer gave his take on the state of the labor market on Thursday.

Other Stocks Discussed (calls with audience):  Albertsons (ACI) [it’s done, move on]

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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