Mad Money: 2023年6月12日(月)の放送の要点

2023年6月12日(月)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) Cramer foresees a broadening market: ‘The strength away from tech is undeniable’ (https://www.cnbc.com/2023/06/12/cramers-broadening-market-the-strength-away-from-tech-is-undeniable.html)

• CNBC’s Jim Cramer implored investors on Monday to look beyond Big Tech for potential top performers.
• “When you look underneath, this market’s not all that concentrated,” Cramer said. “We’ve got tons of winners outside tech which means it might be healthier than you think, even though we can still go down if we get some tough data tomorrow or if the Fed says something bad.”

(2) [No Video Clip for non-Club Member] Executive Interview: Darling Ingredients CEO Randall Stuewe goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/06/12/darling-ingredients-ceo-randall-stuewe-goes-one-on-one-with-jim-cramer.html)

Darling Ingredients Chairman and CEO Randall Stuewe talks to ‘Mad Money’ host Jim Cramer about sustainable aviation fuel, future company growth, and more.

Ticker: DAR

(3) Executive Interview: Salesforce’s new generative A.I. products will make companies more productive, says CEO Marc Benioff (https://www.cnbc.com/video/2023/06/12/salesforces-new-generative-ai-products-will-make-companies-more-productive-says-ceo-marc-benioff.html)

Marc Benioff, Salesforce chair and CEO, joins ‘Mad Money’ host Jim Cramer from Salesforce’s A.I. event to discuss the future of A.I., the use case for the products, and implementation of the tech with current Salesforce partners.

Ticker: CRM

(4) [No Video Clip for non-Club Member] Executive Interview: MP Materials CEO James Litinsky: We have a huge tailwind from the EV revolution (https://www.cnbc.com/video/2023/06/12/mp-materials-ceo-james-litinsky-we-have-a-huge-tailwind-from-the-ev-revolution.html)

MP Materials Founder, Chairman and CEO James Litinsky joins ‘Mad Money’ host Jim Cramer to discuss the current economic headwinds facing the company, the mining sector, and moving operations out of China.

Ticker: MP

(5) Cramer’s Lightning Round: Teradyne is a buy (https://www.cnbc.com/2023/06/12/cramers-lightning-round-teradyne-is-a-buy.html)

• Teradyne: ”[buy, buy, buy!]. I know that management from way, way back, I think that thing is terrific.”
• Duke Energy: “No, Duke’s just trading down with the cohort. I could name another ten utilities right off the top of my head.”
• Amkor: “It’s a test business for semis, and I like that business so much.”

Ticker: TER [buy buy buy], DUK, AMKR

(6) Apple’s Vision Pro headset sticker price may not matter, Cramer says (https://www.cnbc.com/2023/06/12/apples-vision-pro-headset-sticker-price-may-not-matter-cramer-says.html)

• CNBC’s Jim Cramer on Monday considered a new angle on Apple’s divisive $3,500 virtual reality headset, the Vision Pro, which the company unveiled just a few weeks ago.
• Cramer sees potential for major wireless carriers like Verizon, T-Mobile and AT&T to capitalize on the new product by offering discounts on plans in exchange for cheaper phones.

Ticker: AAPL, TMUS, T, VZ

Other Stocks Discussed (calls with audience): Moderna, Inc. (MRNA) [do not sell the stock, buy more], Dollar General Corporation (DG) [conference call was one of the  worst I have ever heard]

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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