Mad Money: 2023年11月6日(月)の放送の要点

2023年11月6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) Jim Cramer says the market made major strides during last week’s rally (https://www.cnbc.com/2023/11/06/jim-cramer-says-the-market-made-major-strides-during-last-weeks-rally.html)

• CNBC’s Jim Cramer on Monday said last week’s gains may not be temporary, saying major strides were made in broadening the rally.
• He also cited last week’s reversal in the bond market that dramatically lowered long-term yields.

“Reasons for the rally’s Staying power: 

• improved FED outlook
• positive treasury issuance
• soft jobs report
• upbeat China commentary”

(2) Executive Interview: Carvana CEO says it’s hard to predict when used car prices will come down (https://www.cnbc.com/2023/11/06/carvana-ceo-says-its-hard-to-predict-when-used-car-prices-come-down.html)

• Carvana CEO Ernie Garcia told CNBC’s Jim Cramer that it’s difficult to know when used car prices will come down, but the company expects them to eventually.
• “When the pandemic hit and supply chains got hit, that was really tough on affordability, and it’s made it a lot harder for a lot of customers to buy cars,” Garcia said.

Ticker: CVNA

(3) [No Video Clip for non-Club Member]Jim Cramer unpacks the state of travel with Expedia and Booking (https://www.cnbc.com/video/2023/11/06/jim-cramer-unpacks-the-state-of-travel-with-expedia-and-booking.html)

‘Mad Money’ host Jim Cramer takes a closer look at the travel sector following the post-pandemci boom.

EXPE, BKNG

(4) Executives Interview: Databricks CEO on client Texas Rangers World Series win: ‘It’s kind of like Moneyball 2.0’ (https://www.cnbc.com/2023/11/06/databricks-ceo-on-client-texas-rangers-world-series-win-its-kind-of-like-moneyball-2point0.html)

• In an interview with CNBC’s Jim Cramer, Databricks CEO Ali Ghodsi discussed how the company used artificial intelligence to helps its clients, including recent World Series champions, the Texas Rangers.
• “It’s kind of like Moneyball 2.0 in some sense,” Ghodsi said. “You can reduce injuries, you can improve the pitch, you can even take weather patterns into account.”

(5) Cramer’s Lightning Round: Palantir is a buy (https://www.cnbc.com/2023/11/06/cramers-lightning-round-palantir-is-a-buy.html)

• SoFi: “Let’s buy some…They are turning the corner, and they are doing everything right. I think it goes higher.”
• Uranium Energy: ”…It’s a good spec.”
• Copart: “This is a very good company…You’ve got a winner there. It’s flying under the radar screen though.”
• Blackstone: “The people who run Blackstone do a very, very good job, and I’d like to invest with them…The stock’s come down enough that I’m not as concerned as I was at one point.”
• Palantir: “That was a dynamite quarter, we got an upgrade today…I disliked these guys for a long time, not anymore…I am on the Palantir team.”
• BP: ”…BP is the worst of the lot. I’m sorry to be so negative.”

Ticker: SOFI [will goes higher], UEC, CPRT, BX, PLTR [buy buy buy], BP

(6) [No Video Clip for non-Club Member]Jim Cramer is breaking out his Magnificent Seven playbook this earnings season (https://www.cnbc.com/video/2023/11/06/jim-cramer-is-breaking-out-his-magnificent-seven-playbook-this-earnings-season.html)

‘Mad Money’ host Jim Cramer takes a closer look at the Magnificent Seven as earnings season rolls on.

Ticker: MSFT, AMZN, META, GOOGL, NVDA, TSLA, AAPL

Other Stocks Discussed (Calls with Audiences): Enphase Energy(ENPH), Tapestry (TPR) [cheap but no catalyst], Exxon (XOM) [sold PXD for charitable trust], Delta (DAL) [you got a winner]

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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