Mad Money: 2023年5月24日(水)の放送の要点

2023年5月24日(水)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) As debt ceiling talks flounder, Cramer says lawmakers’ actions will cost you (https://www.cnbc.com/2023/05/24/cramer-says-lawmakers-actions-will-cost-you.html)

• CNBC’s Jim Cramer said on Wednesday that Washington’s debt ceiling fumbling is likely to cost investors big time.
• Market watchers are also weighing the news of the emergence of a new Covid-19 variant in China, Cramer said.

(2) [No Video Clip for non-Club member] Executive Interview: Cadence Design Systems CEO Anirudh Devgan sits down with Jim Cramer (https://www.cnbc.com/video/2023/05/24/cadence-design-systems-ceo-anirudh-devgan-sits-down-with-jim-cramer.html)

Cadence Design Systems CEO Anirudh Devgan joins ‘Mad Money’ host Jim Cramer to talk where the company fits into the semiconductor picture and beyond.

Ticker: CDNS

(3) [No Video Clip for non-Club member] The recent pullback in PG&E is a buying opportunity, says Jim Cramer (https://www.cnbc.com/video/2023/05/24/the-recent-pullback-in-pge-is-a-buying-opportunity-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer flips through PG&E’s earnings and explains why the recent downturn is a buying opportunity not a reason to sell.

Ticker: PCG

(4) Executive Interview: Despite poor guidance, Snowflake CEO says he is optimistic about the future (https://www.cnbc.com/2023/05/24/despite-poor-guidance-snowflake-ceo-says-he-is-optimistic-about-the-future.html)

• After data cloud company Snowflake’s earnings report showed a beat on revenue but poor guidance, CEO Frank Slootman told CNBC’s Jim Cramer that he remains optimistic about the future.
• Snowflake reported $624 million in revenue on Wednesday, 48% growth year-over-year, comfortably topping the consensus estimate.

Ticker: SNOW

(5) Cramer’s Lightning Round: Stay away from Gilead Sciences (https://www.cnbc.com/2023/05/24/cramers-lightning-round-stay-away-from-gilead-sciences.html)

• RB Global: “We like Ritchie Bros, we like the merger, we like the CEO — nothing but net. I think she’s fabulous.”
• Cloudflare: “I do think that Matthew can get that stock back to 80, and I think that was just a couple of bad quarters, and it’s all back together — the stock should be higher.”
• Bank of Hawaii: “Right now I’m only recommending two bank stocks, I’m recommending Wells Fargo — because it’s got good yield and good capital — and Morgan Stanley because it’s got good yield. None of the regionals, they’re just too darn hard.”
• Mosaic: “No.”
• Gilead Sciences: “No. This stock has got epoxy on its feet! We want stocks to go higher.”
• Lendingtree: “No… We’re going to have to stay away from Lending Tree.”

Ticker: RBA [we like RBA, we like merger], NET [the stock could go higher], BOH [not recommending banks except WFC and MS, not regional bank], MOS [No], GILD[No], TREE [stay away]

(6) [No Video Clip for non-Club member] Jim Cramer takes a closer look at the current housing market (https://www.cnbc.com/video/2023/05/24/jim-cramer-takes-a-closer-look-at-the-current-housing-market.html)

‘Mad Money’ host Jim Cramer talks the current headwinds facing the housing market after Toll Brothers earning call.

Other Stocks Discussed (calls with audience):  Caterpillar (CAT) [hoping to start rally, got at least 4-5 days lower, could have more downs then buy], Realty Income (O) [fantastic, ], American Tower (AMT) [not sell here, but not longer has growth as it use to be], 3M (MMM) [ too hard to own the stock]

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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