Mad Money: 2023年9月26日(火)の放送の要点

2023年9月26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) Cramer suggests investors use market weakness as a buying opportunity, ties poor stock performance to high bond yields (https://www.cnbc.com/2023/09/26/cramer-suggests-using-market-weakness-as-a-buying-opportunity.html)

• CNBC’s Jim Cramer tied the stock market’s weakness to the increasing competition offered by U.S. government bonds.
• He suggested investors take advantage of this market weakness and buy stocks that can do well even in a higher yield environment.

 “The reasons to own stocks here

• Plenty of companies can excel in this environment
• Many stocks have declined more than they should relative to treasury yield
• Risk-free yields aren’t as attractive as some stocks
• The Fed will be able to get inflation under control”

(2) [No Video Clip for non-Club Member] Executive Interview: Confluent CEO Jay Kreps joins Jim Cramer to talk AI data streaming (https://www.cnbc.com/video/2023/09/26/confluent-ceo-jay-kreps-joins-jim-cramer-to-talk-ai-data-streaming.html)

Confluent CEO Jay Kreps joins ‘Mad Money’ host Jim Cramer to talk the AI boom, its latest data streaming service and more.

Ticker: CFLT

(3) Executive Interview: RBN Energy CEO says energy security is ‘top of mind’ after war in Ukraine (https://www.cnbc.com/2023/09/26/rbn-energy-ceo-says-energy-security-is-top-of-mind-after-war-ukraine.html)

• CEO of RBN Energy, Rusty Braziel, told CNBC’s Jim Cramer on Tuesday that energy security has been a priority for everyone involved in the oil industry since Russia’s war with Ukraine.
• “Things have changed, they’ve really changed since the Ukraine war in that energy security is now top of mind,” Braziel said.

(4) [No Video Clip for non-Club Member] Carrier CEO David Gitlin goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/09/26/carrier-ceo-david-gitlin-goes-one-on-one-with-jim-cramer.html)

Carrier CEO David Gitlin joins ‘Mad Money’ host Jim Cramer to talk recent acquisitions, government incentives, the EV transition and more.

Ticker: CARR

(5) Cramer’s Lightning Round: Boston Scientific is ‘best in show’ (https://www.cnbc.com/2023/09/26/cramers-lightning-round-boston-scientific-is-best-in-show.html)

• Devon Energy: “I think the stock is low enough, it had a bad quarter, it’s being punished endlessly, that’s wrong.”
• Fiverr: “It’s a nice online marketplace, but it’s not making money, and this market will not buy or take any company that’s not making money.”
• Transmedics: “It’s a market that says, if the company is losing money, unless it gets a bid in the biotech business, we’re going to send it lower for now.”
• Boston Scientific: “This is just such a good company…BSX is the best in show.”
• Uranium Energy: “You’ve got a very good spec in UEC.”
• Paramount: “The entertainment stocks are so hated. I think you might be able to get this thing two points, three points lower, but it’s not expensive anymore.”

Ticker: DVN, TMDX, , BSX, UEC, PARA,

(6) Cramer says Amazon and Google stocks are still buys, despite antitrust lawsuits (https://www.cnbc.com/2023/09/26/cramer-amazon-and-google-stocks-are-still-buys-despite-lawsuits.html)

• CNBC’s Jim Cramer on Tuesday shared his opinions on two antitrust lawsuits involving Amazon and Alphabet-owned Google, arguing that neither company is a true monopoly.
• The U.S. government has sued the tech giants alleging violations of anti-monopoly law.

Ticker: GOOGL, AMZN

Other Stocks Discussed (Calls with Audiences): e.l.f. Beauty (ELF) [sell sell sell], Axon Enterprise (AXON) [buy buy buy], The Estée Lauder (EL) [hold on buy], Bowlero Corp (BOWL) [will go lower, gilt by association]

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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