Mad Money: 2023年12月7日(木)の放送の要点

2023年12月7日(木)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。

Broadcasted from Seattle

(1) Cramer examines Thursday’s tech gains, says AI is a dominant theme in the market (https://www.cnbc.com/2023/12/07/cramer-examines-thursday-tech-gains-says-ai-is-dominant-market-theme.html)

• CNBC’s Jim Cramer explained why tech stocks like AMD and Alphabet surged, saying innovators in the generative AI space will continue to see gains.
• “I know it seems old hat by now, but generative AI just keeps astonishing us, and as long as it does, the stocks behind it will astonish, too,” he said.

Ticker: AMD, MSFT, GOOGL, AMZN

(2) Executive Interview: Amazon CEO says generative AI will ‘change every customer experience’ (https://www.cnbc.com/2023/12/07/amazon-ceo-says-generative-ai-will-change-every-customer-experience.html)

• In an interview with CNBC’s Jim Cramer, Amazon CEO Andy Jassy said generative AI will change the customer experience in the company’s enterprise and discretionary consumer business.
• “Generative AI is going to change every customer experience, and it’s going to make it much more accessible for everyday developers, and even business users, to use,” he said. “So I think there’s going to be a lot of societal good.”

Ticker: AMZN

(3) [No Video Clip for non-Club Member] Jim Cramer takes a closer look at Toll Brothers’ latest quarter to get a read on the housing market (https://www.cnbc.com/video/2023/12/07/jim-cramer-takes-a-closer-look-at-toll-brothers-latest-quarter-to-get-a-read-on-the-housing-market.html)

‘Mad Money’ host Jim Cramer breaks down Toll Brothers’ latest quarter to get a better read on the housing market.

Ticker: TOL

(4) [No Video Clip for non-Club Member] Executive Interview: T-Mobile CEO Mike Sievert: People aren’t focusing on the 5G dividend that’s happening (https://www.cnbc.com/video/2023/12/07/t-mobile-ceo-mike-sievert-people-arent-focusing-on-the-5g-dividend-thats-happening.html)

T-Mobile President and CEO Mike Sievert sits down with ‘Mad Money’ host Jim Cramer to talk the company’s latest quarterly results, its 5G rollout, competition in the phone provider space and more.

Ticker: TMUS

(5) Cramer’s Lightning Round: ‘Nothing good to say’ about Novavax (https://www.cnbc.com/2023/12/07/cramers-lightning-round-nothing-good-to-say-about-novavax.html)

• Camtek: “Fabulous company, stock is too expensive. You must wait for a pullback.”
• Atkore: “When I do anything involving steel, I immediately default to Nucor. You have to do that, it’s the best in show.”
• Novavax: “I just dislike the company entirely, and I’ve done so for a very, very long time, even when it was much, much higher…I have nothing good to say about it.”
• Coinbase: “I’m worried about the fact that the stock is too expensive. Let it come in.”
• EyePoint Pharmaceuticals: “The easy money has been made here. You got to find something else.”
• American Eagle Outfitters: “It’s good. It did screw up in the past, though. I say ANF is much better.”

Ticker: CAMT, ATKR, NVAX, COIN, EYPT, AEO,

(6) [No Video Clip for non-Club Member] No automaker has made an EV that can keep up with Tesla, says Jim Cramer (https://www.cnbc.com/video/2023/12/07/no-automaker-has-made-an-ev-that-can-keep-up-with-tesla-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer gives his take on if EVs are worth the hype.

Ticker: TSLA, F, RIVN

Other Stocks Discussed (Calls with Audiences): Blackstone (BX) & Rover [don’t buy Rover, buy BX great company], Carrier (CARR) [buy, but TT is doing better]

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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