Mad Money: 2024年5月22日(水)の放送の要点

2024年5月22日(水)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 recent data shows the economy has cooled since the Fed’s last meeting (https://www.cnbc.com/2024/05/22/cramer-data-shows-the-economy-has-cooled-since-feds-last-meeting.html)

• CNBC’s Jim Cramer said minutes from the Federal Reserve’s most recent meeting may not hold much weight because of new economic data that indicates a cooling economy.
• The Fed minutes suggested members were concerned about inflation and apprehensive about cutting interest rates.
• The major averages declined as Wall Street fretted about the Fed comments.

(2) Executive Interview: Williams-Sonoma CEO explains how the company deals with a difficult housing market (https://www.cnbc.com/2024/05/22/ceo-explains-how-williams-sonoma-deals-with-a-difficult-housing-market.html)

• In a Wednesday interview with CNBC’s Jim Cramer, Williams-Sonoma CEO Laura Alber explained how her company handles a tough housing market.
• Alber said Williams-Sonoma is leaning into what it calls “easy updates,” or things consumers can do for their homes when they’re not moving.
• She also said the company is well positioned because it sells more than just furniture.

Ticker: WSM

(3) [No Video Clip for non-Club members]  Sysco CEO Kevin Hourican sits down with Jim Cramer (https://www.cnbc.com/video/2024/05/22/sysco-ceo-kevin-hourican-sits-down-with-jim-cramer.html)

Sysco Chair and CEO Kevin Hourican joins ‘Fast Money’ to talk trends in the restaurant industry, its investors day, growth targets for the next 3 years and more.

Ticker: SYY

(4) Executive Interview: Snowflake CEO talks collaboration with Nvidia: ‘There’s a lot to come’ (https://www.cnbc.com/2024/05/22/snowflake-ceo-talks-collaboration-with-nvidia-theres-a-lot-to-come.html)

• In a Wednesday interview with CNBC’s Jim Cramer, Snowflake CEO Sridhar Ramaswamy indicated the cloud data company will collaborate further with AI giant Nvidia.
• Ramaswamy teased new product announcements at the company’s conference in June, which will feature a talk with Nvidia’s Jensen Huang.

Ticker: SNOW

(5) Cramer’s Lightning Round: ‘I would not be a buyer’ of Corning (https://www.cnbc.com/2024/05/22/cramers-lightning-round-i-would-not-be-a-buyer-of-corning.html)

• Corning: ”…It has not been able to generate the kind of return that I’ve wanted, I would not be a buyer all the way up here.”
• Axon: ”…I would hold off right now.”
• Recursion Pharmaceuticals Inc: ”…It’s a terrific spec, and I would buy it.”
• Intuitive Machines: “I’m not there on that…Not for me.”
• Kratos Defense: “I like defense contractors…I think you stay on it, maybe even buy more.”
• Merit Medical: “I think it’s good.”

Ticker: GLW, AXON, RXRX, LUNR, KTOS, MMSI

(6) [No Video Clip for non-Club members]  Walmart’s crushing it while Target’s putting up largely in-line results, says Jim Cramer (https://www.cnbc.com/video/2024/05/22/walmarts-crushing-it-while-targets-putting-up-largely-in-line-results-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer compares the recent performance of big box retailers Walmart and Target to each other.

Ticker: TGT, WMT

Other Stocks Discussed (calls with audience): Disney (DIS) [too cheap, charitable trust is incline to buy more], Rivian (RIVN) , Arm Holdings (ARM)

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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