Mad Money: 2024年5月13日(月)の放送の要点

2024年5月13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 says new AI technology can’t help bring down inflation just yet (https://www.cnbc.com/2024/05/13/cramer-says-new-ai-technology-cant-help-bring-down-inflation-just-yet.html)

• CNBC’s Jim Cramer on Monday said he is hopeful new artificial intelligence technology will cut costs, but it will not help lower interest rates any time soon.
• “In the near term, it won’t have any impact on the stuff we’re worried about that’s front and center, not in a time frame that matters to the Fed,” he said.

(2) & (3) Cramer’s gig economy roundup: Where he stands on Uber, Lyft, DoorDash and Instacart (https://www.cnbc.com/2024/05/13/jim-cramers-takes-on-uber-lyft-doordash-and-instacart.html)

• CNBC’s Jim Cramer on Monday provided his take on four major stocks in the gig economy sector: Uber, Lyft, DoorDash and Instacart parent Maplebear.
• “After hearing from all of these companies, what I see is a confusing situation: Uber, DoorDash and Instacart are all lower after earnings, while Lyft managed to gain a bit of ground,” Cramer said. “But the reality’s a lot more complicated than that.”

Ticker: UBER, LYFT, DASH, CART

(4) [No Video Clip for non-Club members] Executive Interview: I’ve been recommending Constellation Energy practically the whole way, says Jim Cramer (https://www.cnbc.com/video/2024/05/13/ive-been-recommending-constellation-energy-practically-the-whole-way-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Constellation Energy and how it could boost your portfolio.

Ticker: CEG

(5) Cramer’s Lightning Round: Don’t buy MicroStrategy (https://www.cnbc.com/2024/05/13/cramers-lightning-round-dont-buy-microstrategy.html)

• AllianceBernstein: “Very well-run company, always surprised that it is as inexpensive as it is.”
• Confluent: “If this thing gets together, then this thing could just be a rocket ship…I think the chances are that it doesn’t. And I’m not going to recommend the stock here.”
• Pure Storage: “This is a fabulous company…I do like Pure Storage.”
• MicroStrategy: “If you want bitcoin, don’t buy MicroStrategy. Buy bitcoin.”
• AeroVironment: “We’ve been behind AeroVironment forever, and the reason is because that they make drones that are much less expensive then the other stuff the military buys.”
• Sterling Infrastructure: “These are infrastructure plays that are working because that money is starting to pour in from the federal government. That’s why that’s a winner.”
• Nu Skin: “The personal care space is very, very difficult, and that is not the one you want to be in…It is an overvalued stock even at these prices.”
• Albemarle: “Anything connected with EVs right now is a no go.”

Ticker: AB, CAH, CFLT, PSTG, MSTR, AVAV, STRL, NUS, ORCL [Charitable Trust sold ORCL for a loss], ALB

(6) [No Video Clip for non-Club members] Jim Cramer discusses how buybacks drive stocks higher (https://www.cnbc.com/video/2024/05/13/jim-cramer-discusses-how-buybacks-drive-stocks-higher.html)

‘Mad Money’ host Jim Cramer looks at AutoNation’s recent buyback to explain how buybacks can buoy a stock price.

Ticker: AN

Other Stocks Discussed (calls with audience): Visa (V) [I am a buyer], Eaton Corp (ETN) [drop by that day, and pull back more buy more], Six Flags Entertainment (SIX) [sell half, let the rest play], Cava (CAVA), Chipotle (CMG)

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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