Mad Money: 2024年2月26日(月)の放送の要点

2024年2月26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 names contenders for the next company to hit $1 trillion market cap (https://www.cnbc.com/2024/02/26/jim-cramer-names-companies-approaching-1-trillion-market-cap.html)

• CNBC’s Jim Cramer on Monday looked at high-value companies he thinks could have a chance to break the $1 trillion market cap barrier.
• Cramer said Eli Lilly, Berkshire Hathaway, Tesla and Broadcom all have a chance to hit the mark.

Who could join the $1T class? – Market caps of the companies just under $1 trillion: BRK.B [$885B], LLY [$733B], TSLA [$635B], AVGO [$613B], V [$586B], JPM [$528B], UNH [$486B], MA [$443B], XOM [$414B]

(2) [No Video Clip for non-Club members] Executive Interview :Elanco Animal Health CEO Jeff Simmons goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/02/26/elanco-animal-health-ceo-jeff-simmons-goes-one-on-one-with-jim-cramer.html)

Elanco Animal Health CEO Jeff Simmons joins ‘Mad Money’ host Jim Cramer to talk restructuring, quarterly results, the animal health care space and more.

Ticker: ELAN

(3) [No Video Clip for non-Club members] Even if I can’t recommend Intuitive Machines I’ll be rooting for them, says Jim Cramer (https://www.cnbc.com/video/2024/02/26/even-if-i-cant-recommend-intuitive-machines-ill-be-rooting-for-them-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Intuitive Machines after its successful lunar landing.

Ticker: LUNR

(4) [No Video Clip for non-Club members] Executive Interview :Huntington Bancshares CEO: We’ve been using AI selectively for years, but we’re a people business (https://www.cnbc.com/video/2024/02/26/huntington-bancshares-ceo-weve-been-using-ai-selectively-for-years-but-were-a-people-business.html)

Huntington Bancshares Chairman, President and CEO Stephen Steinour joins ‘Mad Money’ host Jim Cramer to talk the state of regional banking.

Ticker: HBAN

(5) Cramer’s Lightning Round: Cloudflare is a buy (https://www.cnbc.com/2024/02/26/cramers-lightning-round-cloudflare-is-a-buy.html)

• Public Storage: “I think the stock is down on an opportunity…These guys are very smart operators. I want to buy the stock.”
• Vistra: “That is a parabolic move…I have got to study that before I ever recommend it.
• HubSpot: “Everybody loves this, they call it the junior Salesforce…I think Salesforce is the Salesforce, and you don’t need HubSpot.”
• AMN Healthcare Services: “It is going to be a real battle. And there are so many non-battle stocks right now, you do not need to do a a battle…Let’s stay away.”
• Cloudflare: “Cloudlfare, Matthew Prince, one of my absolute stocks. There’s just a fantastic narrative there. You must hold on to Cloudflare, and if it gets hit, you buy more [buy, buy, buy!].”
• Carvana: “Carvana has had a very, very big move now, I think Ernie Garcia is doing a terrific job. But you got to wait for a pullback, a lot of it is short squeeze.”

Ticker: PSA, VST, HUBS, AMN, NET, CVNA

(6) Cramer tells investors why they should be optimistic about the market (https://www.cnbc.com/2024/02/26/cramer-tells-investors-why-they-should-be-optimistic-about-the-market.html)

• CNBC’s Jim Cramer on Monday reviewed companies beating Wall Street’s expectations and seeing gains.
• “The next time you start to feel excessively negative about stocks, remember, every day, there are companies doing great things out there for you,” he said. “You just need to know where to look for them.”

Other Stocks Discussed (calls with audience): AMD (AMD) [like AMD very much, buy right here, and buy again when it went down to 150], NY Comm Bancorp (NYCB) [pass], DraftKings (DKNG) [want to be more cautious], Boeing (BA), UPS (UPS) [I am in favor of FedEx]

参考: この日の放送に関するその他のサイトへのリンク 

• Podcast at Spotify (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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