Mad Money: 2023年9月11日(月)の放送の要点

2023年9月11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 warns Wall Street’s AI craze may be peaking (https://www.cnbc.com/2023/09/11/cramer-warns-wall-streets-ai-craze-may-be-peaking.html)

• CNBC’s Jim Cramer told investors to be wary of companies pitching AI to the consumer.
• Cramer said he sees AI as hugely meaningful for companies that deal with large amount of data, not those with consumer-oriented goals.

(2) Executive Interview: Smucker CEO on merger with Hostess: ‘We complement each other so well’ (https://www.cnbc.com/2023/09/11/smucker-ceo-on-hostess-merger-we-compliment-each-other-so-well.html)

• Mark Smucker, CEO of food and beverage manufacturer J.M. Smucker, discussed his company’s acquisition of Hostess Brands, known for snacks like Twinkies.
• Smucker said his products, specifically Uncrustables, dovetail well with Hostess’s sweet, shelf-stable snacks.

Ticker: SJM

(3) [No Video Clip for non-Club Members] Executive Interview: Twilio CEO Jeff Lawson: As the economy heats up again it will be a tailwind for us (https://www.cnbc.com/video/2023/09/11/twilio-ceo-jeff-lawson-as-the-economy-heats-up-again-it-will-be-a-tailwind-for-us.html)

Twilio Co-Founder and CEO Jeff Lawson joins ‘Mad Money’ host Jim Cramer to talk the AI boom, customer growth and more.

Ticker: TWLO

(4) Executive Interview: Snowflake CEO says people will soon not be able to remember a world without AI (https://www.cnbc.com/2023/09/11/snowflake-ceo-says-people-will-soon-not-remember-a-world-without-ai.html)

• Snowflake CEO Frank Slootman emphasized the impact of AI in an interview with CNBC’s Jim Cramer.
• “People will not be able to remember a world before AI pretty soon because it becomes so integral to their life experience,” he said.

Ticker: SNOW

(5) Cramer’s Lightning Round: PayPal is a “value trap” (https://www.cnbc.com/2023/09/11/cramers-lightning-round-paypal-is-a-value-trap.html)

• Albemarle: “There’s much more competition in that market…I think the price is going lower lithium, so therefore I cannot recommend Albemarle.”
• Oneok: ”…I think management’s terrific, the CFO Walter Hulse is like you and me, a Jersey-ite. I love it, so I think you should by it right here.”
• Rivian: “I’m going to have to say no to that one.”
• Trane: “Both Trane and Carrier are fantastic. These stocks have been just going at it, I mean they’re just giant winners, they’re both very well-managed…Either one of those is a winner.”
• PayPal: “They have declining margins, I’m not a big fan of fintech, I think it’s a value trap, frankly, I’m not there for that one, I’m just not there.”
• Cassava: “It is a gigantic spec, though, as long as you’re willing to lose a lot of money to make a lot of money, I’m ok with it.”
• Cleveland-Cliffs: “If we get a strike this week in the auto market, Cleveland-Cliffs really does a great job in the auto market, this stock could go even lower than $14. I’m going to have to say wait to pull the trigger.”
• Clearfield: “No, no, no… I really don’t want you to do that, I’m sorry.”

Ticker: ALB, OKE, RIVN, TT, PYPL, SAV, CLF, CLFD

(6) [No Video Clip for non-Club Members] The China-Apple story may have more bark than bite, says Jim Cramer (https://www.cnbc.com/video/2023/09/11/the-china-apple-story-may-have-more-bark-than-bite-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talk China’s shot at Apple, what it means for U.S. businesses in China moving forward and if the concern for Apple might be overplayed.

Other Stocks Discussed (Calls with Audiences): Lockheed Martin Corporation (LMT) [right time to buy], Pool (POOL) [little cool on pool], Shopify (SHOP) [you got a winner], Harley-Davidson (HOG) [not consistent and reliable]

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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