Mad Money: 2024年6月4日(火)の放送の要点

2024年6月4日(火)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) Jim Cramer says the stock market is a ‘work in progress’ toward a rate cut (https://www.cnbc.com/2024/06/04/stock-market-is-work-in-progress-towards-rate-cut-says-jim-cramer.html)

• CNBC’s Jim Cramer reviewed Tuesday’s market action, telling investors the moves might be a precursor to rate cuts.
• “You get a day like today, it’s a work in progress toward a rate cut, hence why we rebounded in the late afternoon,” he said. “We have days like today that are good setups for a rate cut, but that doesn’t give us enough evidence to truly move the needle.”

(2) Executive Interview: Why CEO AstraZeneca believes the drugmaker can almost double revenue by 2030 (https://www.cnbc.com/2024/06/04/ceo-astrazeneca-believes-company-can-almost-double-revenues-by-2030.html)

• In a Tuesday interview with CNBC’s Jim Cramer, AstraZeneca CEO Pascal Soriot explained why the drugmaker believes it can almost double revenue by the end of the decade.
• AstraZeneca announced in late May it plans to raise revenue from $45.8 billion in 2023 to $80 billion in 2030, as well as release 20 new drugs in that time frame.

Ticker: AZN

(3) [No Video Clip for non-Club members ] Executive Interview: Databricks CEO Ali Ghodsi sits down with Jim Cramer (https://www.cnbc.com/video/2024/06/04/databricks-ceo-ali-ghodsi-sits-down-with-jim-cramer.html)

Databricks Co-Founder and CEO Ali Ghodsi joins ‘Mad Money’ host Jim Cramer to talk access to data, competition in the space and more.

Ticker: DATA

(4) [No Video Clip for non-Club members ] Executive Interview: Every first call is going to be taken by an AI agent, says Cisco CEO Chuck Robbins (https://www.cnbc.com/video/2024/06/04/every-first-call-is-going-to-be-taken-by-an-ai-agent-says-cisco-ceo-chuck-robbins.html)

Cisco CEO Chuck Robbins joins ‘Mad Money’ host Jim Cramer to talk AI integration, its Nvidia partnership, and more.

Ticker: CSCO

(５) Cramer’s Lightning Round: SoundHound is a sell (https://www.cnbc.com/2024/06/04/cramers-lightning-round-soundhound-is-a-sell.html)

• Obsidian Energy: “You can hold it, but I’d rather see you in Coterra.”
• Energy Transfer: ”[buy, buy, buy!] You’ve got a winner there now. They have done a very good job.”
• Super Micro Computer: “I think you’re ok, but, look. Why not own the real deal? Why not own Nvidia?”
• SoundHound: “I think you should sell SoundHound.”
• Zim Integrated Shipping Services: “I want profits taken in that name.”
• GE Vernova: “Hold onto it. It’s just a really good situation.”
• Leonardo DRS: “It’s real good, and you want to hold onto that.”
• AES: “It’s time to take profits.”

Ticker: OTC [COTERA], ET [buy buy buy], SMCI, SOUN, ZIM, GEV, DRS, AES

(6) [No Video Clip for non-Club members ] Jim Cramer takes a closer look at Johnson & Johnson (https://www.cnbc.com/video/2024/06/04/jim-cramer-takes-a-closer-look-at-johnson-johnson.html)

‘Mad Money’ host Jim Cramer gets a check up on Johnson & Johnson stock after talc trial.

Ticker: JNJ

Other Stocks Discussed (calls with audience): Morgan Stanley (MS)

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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