Mad Money: 2024年5月21日(火)の放送の要点

2024年5月21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 looks at why enterprise and data tech companies are winning: ‘Follow the money’ (https://www.cnbc.com/2024/05/21/cramer-looks-at-why-enterprise-and-data-tech-companies-are-winning.html)

• As consumers tighten spending, CNBC’s Jim Cramer told investors to focus on companies that deal with data and have primarily enterprise customers.
• “Right now, you have to follow the money, and it’s currently flowing to businesses that cater to other businesses and the ones that need to interrogate the data,” he said. “The rest? Not much there.”
• Cramer said the biggest names in tech are part of this data surge, including Amazon, Alphabet, Microsoft, Meta and Apple.

(2) Executive Interview: Lowe’s CEO explains why the company is partnering with Big Tech (https://www.cnbc.com/2024/05/21/lowes-ceo-explains-why-the-company-is-partnering-with-big-tech.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Lowe’s CEO Marvin Ellison described his company’s relationship with tech giants like Apple and Nvidia.
  Ellison said Lowe’s works with Nvidia on AI technology that helps with “sourcing logic, inventory planning, pricing.”
• Lowe’s also developed a product for Apple’s Vision Pro that aims to make it easier for customers to visualize their home improvement projects.

Ticker: LOW

(3) [No Video Clip for non-Club members]  Jim Cramer talks how investors should play Deere (https://www.cnbc.com/video/2024/05/21/jim-cramer-talks-how-investors-should-play-deere.html)

‘Mad Money’ host Jim Cramer looks at John Deere and gauges how investors should play company.

Ticker: DE

(4) [No Video Clip for non-Club members] Executive Interview: HundredX CEO Rob Pace sits down with Jim Cramer (https://www.cnbc.com/video/2024/05/21/hundredx-ceo-rob-pace-sits-down-with-jim-cramer.html)

HundredX Founder and CEO Rob Pace joins ‘Mad Money’ host Jim Cramer to talk providing data and insights to companies like Goldman Sachs

(5) Cramer’s Lightning Round: Lazard is a buy (https://www.cnbc.com/2024/05/21/cramers-lightning-round-lazard-is-a-buy.html)

• Lazard: “I think Lazard’s a good buy here, I do believe that things are going to get a little less onerous for, when it comes to takeovers.”
• Enbridge: “I like Enbridge…I trust that management team.”
• Advanced Drainage System: “Another incredible infrastructure play.”
• AST SpaceMobile: “I want you to stay away. We’ve got so many great companies…We don’t need to be in that one.”
• Zebra Technologies: “It’s made it all the way back. Halleluiah for them…I’ve always liked those guys.”
• Sarepta Therapeutics: ”…It has been a company that has not made money but is about to break out and make money. I’m not going to say no to it.”
• Palantir: ”…It’s got good commercial and good military…I think it’s fine.”
• Petroleo Brasileiro S.A.: “Let’s stick with domestic.”

Ticker: LAZ, ENB, WMS, ASTS, ZBRA, SRPT, PLTR, PETR, J

(6) [No Video Clip for non-Club members] Jim Cramer looks at Red Lobster’s recent troubles (https://www.cnbc.com/video/2024/05/21/jim-cramer-looks-at-red-lobsters-recent-troubles.html)

‘Mad Money’ host Jim Cramer looks at Red Lobster’s recent bankruptcy and what it means for the market.

Other Stocks Discussed (calls with audience):Cava Group (CAVA) [buy buy buy] , ACHR, JOBY, GM, F

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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