Mad Money: 2023年8月2日(水)の放送の要点

2023年8月2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) Cramer explains stock moves after debt downgrade, tells investors to raise cash and curb bullishness (https://www.cnbc.com/2023/08/02/jim-cramer-on-fitch-debt-downgrade-raise-cash-and-curb-bullishness.html)

• CNBC’s Jim Cramer on Wednesday explained what the Fitch Ratings debt downgrade might mean for investors and the market as a whole.
• “Will people react in fear to the Fitch downgrade beyond today? I think we won’t really get all that much follow-through,” Cramer said.

Ticker: AMD

“Bottom Line: I’m not concerned by the Flitch downgrade, but too many people are sanguine at the moment.”

(２) [No Video Clip for non-Club Members] Executive Interview: Columbia Sportswear CEO Tim Boyle sits down with Jim Cramer (https://www.cnbc.com/video/2023/08/02/columbia-sportswear-ceo-tim-boyle-sits-down-with-jim-cramer.html)

Columbia Sportswear CEO Tim Boyle sits down with ‘Mad Money’ host Jim Cramer to talk quarterly earnings.

Ticker: COLM

(3) [No Video Clip for non-Club Members] Chart Week: Jim Cramer digs into the S&P’s cycles for Chart Week (https://www.cnbc.com/video/2023/08/02/jim-cramer-digs-into-the-sps-cycles-for-chart-week.html)

Larry Williams, author and technician, joins ‘Mad Money’ host Jim Cramer to take a closer look at the S&P cycles for Chart Week.

Ticker: NVDA, AMD [it should rally], TSLA []

(4) Executive Interview: DoorDash CEO talks earnings: We want to build the biggest business for the long run (https://www.cnbc.com/2023/08/02/doordash-ceo-talks-earnings-with-cramer.html)

• DoorDash CEO Tony Xu discussed his company’s earnings report with CNBC’s Jim Cramer
• The delivery service company saw $2.13 billion in second-quarter revenue, higher than the $2.06 billion consensus estimate, according to FactSet.

Ticker: DASH

(5) Cramer’s Lightning Round: Hold Live Nation Entertainment (https://www.cnbc.com/2023/08/02/cramers-lightning-round-hold-live-nation-entertainment.html)

• Enovix: “I’m not recommending these battery plays unless they’re making money…I am going to have to say [buzzer].”
• RTX: “No…It is in the Bullpen, and I do like it, and Greg Hayes did a good job, but I think this stock has got to meander a little bit.”
• Plug Power: “If it bounces, I want you to to sell, because I’ve got to tell you, that company has disappointed for so long.”
• Live Nation Entertainment: “I think you should hold it… The company is worth a tremendous amount of money, I don’t want you to get rid of it.”
• Vertiv: “I don’t want you to sell it because I think there is more to be made.”

Ticker: ENVX, PLUG, LYV, VRT

(6) [No Video Clip for non-Club Members] Jim Cramer gives his take on CAT after earnings (https://www.cnbc.com/video/2023/08/02/jim-cramer-gives-his-take-on-cat-after-earnings.html)

‘Mad Money’ host Jim Cramer takes a closer look at CAT and industrials after earnings.

Ticker: CAT

Other Stocks Discussed (Call with Listeners): Ulta Beauty (ULTA) [ULTA is a very good buy, but it’s a very tough trade], Ford (F) [hang on or sell some], Transdigm (TDG) [its’ good]

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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