Mad Money: 2023年5月2日(火)の放送の要点

2023年5月2日(火)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) Investors all face the same four hurdles right now, Jim Cramer says (https://www.cnbc.com/2023/05/02/jim-cramer-investors-face-the-same-four-hurdles-right-now.html)

• Upcoming investing hurdles, including Wednesday’s Fed meeting and Apple’s forthcoming earnings report, must be traversed to see a payoff, Jim Cramer said.
• “If it were just one hurdle, we’d be fine,” Cramer explained. “But with four of them, everybody suddenly wants to sell in May and go away.”

“4 hurdles this market faces:

• Tomorrow’s FED meeting
• Apple earrings
• Employment report
• Debt ceiling”

(2) [No Video Clip for non-Club Member] Executive Interview :Restaurant Brands International CEO Patrick Doyle goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/05/02/restaurant-brands-international-ceo-patrick-doyle-goes-one-on-one-with-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks Tim Hortons, Burger King, and macro economic headwinds with Restaurant Brands International CEO Patrick Doyle.

Ticker: QSR

(3) [No Video Clip for non-Club Member] 25 basis point rate hike from the Fed is the right move, says Jim Cramer (https://www.cnbc.com/video/2023/05/02/a-25-basis-point-rate-hike-from-the-fed-is-the-right-move-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the Federal Reserve’s next move and compares Jerome Powell to his predecessors as the U.S. continues to battle historic inflation.

(4) [No Video Clip for non-Club Member] Executive Interview: Logitech CEO Bracken Darrell sits down with Jim Cramer to talk quarterly earnings (https://www.cnbc.com/video/2023/05/02/logitech-ceo-bracken-darrell-sits-down-with-jim-cramer-to-talk-quarterly-earnings.html)

‘Mad Money’ host Jim Cramer sits down with Logitech CEO Bracken Darrell to talk the PC market, the gaming sector, operating expenses, and his perspective on the company’s future.

Ticker: LOGI

(5) Lightning Round: SoFi is no different than any of the regional banks (https://www.cnbc.com/video/2023/05/02/lightning-round-sofi-is-no-different-than-any-of-the-regional-banks.html)

Mad Money’ host Jim Cramer weighs in on stocks including: StoneCo, Sprouts Farmers Market, United Rentals, Fisker, Marvell Technology, SoFi, and Bloom Energy.

Ticker: STNE [I can do without it in these high], SFM [let it run, I would stay long], URI [quarter was not great, I was surprised of the weakness], FSR [not recommending any companies that are losing money], MRVL [I do not expect to go up], SOFI [it is not different with other regional banks, and trading with those cohort], BE [not make money, charitable trust owns Linde]

(6) [No Video Clip for non-Club Member] Jim Cramer breaks down what is weighing on the stock market (https://www.cnbc.com/video/2023/05/02/jim-cramer-breaks-down-what-is-weighing-on-the-stock-market.html)

‘Mad Money’ host Jim Cramer breaks down what is weighing on the markets including: trouble in the banking sector, oil prices, and the rise of A.I.

Other Stocks Discussed (calls with audience): Cisco (CSCO) [Stock is kind of stuck], General Motors (GM) [It was a terrific quarter, but people are worried about internal combustion engine sales going down and competition in EV], Deere (DE) [I like DE, buy some more], Key Corp (KEY) [right now it regional banks are trade together, we do not want to own regional bank, too late to sell], Raytheon Technology (RTX) [worried defense budget might be cut]

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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