Mad Money: 2024年6月24日(月)の放送の要点

2024年6月24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’s week ahead: Earnings from Micron, Walgreens and General Mills (https://www.cnbc.com/2024/06/24/cramers-week-ahead-earnings-from-micron-walgreens-and-general-mills.html)

• CNBC’s Jim Cramer guided investors through this week’s most important Wall Street action, highlighting earnings reports from Micron, Walgreens and General Mills.
• He also noted that Monday was tough for Big Tech, but expressed continued faith in the success of the mega caps in the sector.

(2) Cramer’s optimistic about the homebuilding sector (https://www.cnbc.com/2024/06/24/cramers-optimistic-about-the-homebuilding-sector.html)

• CNBC’s Jim Cramer on Monday reviewed recent earnings from two major homebuilding companies, Lennar and KB Home.
• He said he feels positive about the sector as a whole even though Wall Street soured on Lennar last week.

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer goes off the charts with gold and silver (https://www.cnbc.com/video/2024/06/24/jim-cramer-goes-off-the-charts-with-gold-and-silver.html)

‘Mad Money’ host Jim Cramer takes a technical approach to gold and silver prices.

 

(4) [No Video Clip for non-Club members] When a stock rallies on bad news, assume the bottom has arrived, says Jim Cramer (https://www.cnbc.com/video/2024/06/24/when-a-stock-rallies-on-bad-news-assume-the-bottom-has-arrived-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look back at HPE earnings and its place in the AI trade.

(5) Cramer’s Lightning Round: ‘I would not abandon’ Cava (https://www.cnbc.com/2024/06/24/cramers-lightning-round-i-would-not-abandon-cava.html)

• Viking Therapeutics: “I’m a Lilly guy…To go up against Lilly is very, very hard.”
• Cava: “Cava feels like it has the possibility of being a Chipotle. So, even though I know it just had a big spike, I would not abandon it. I would just look to buy more if it came down.”
• Rubrik: “It’s a good company, but the problem is, again, this market hates enterprise software.”
• Forward Air: “There’s great consolidation happening in this industry.”
• Bristol Myers Squibb: “Bristol-Meyers has a good dividend, and it’s going to take a long time for it to be able to come to fruition, all the things that they want to do. I think it is bottoming…But that doesn’t necessarily make us all that excited.”

Ticker: VKTX, CAVA, RBRK, FWRD, BMY

(6) [No Video Clip for non-Club members] Nvidia passing Microsoft was too much for the sceptics to take, says Jim Cramer (https://www.cnbc.com/video/2024/06/24/nvidia-passing-microsoft-was-too-much-for-the-sceptics-to-take-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks Nvidia’s down day.

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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