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2024年6月28日(金)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 reviews 10 stocks leading the S&P 500 in the second quarter- CNBC’s Jim Cramer on Friday analyzed stocks that helped the S&P 500 see significant gains this year so far, highlighting the top 10 performers during the second quarter.
- Many of last quarter’s winning companies are involved with energy and data centers.
Stocks: Nvidia, First Solar, Teradyne, GE Vernova, Vistra, A[[le, NetApp, Monolithic Power Systems, Broadcom, Arista Networks(2) [No Video Clip for non-Club members] Salesforce CEO Marc Benioff goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/06/28/salesforce-ceo- marc-benioff-goes-one-on-one- with-jim-cramer.html) Salesforce Co-Founder, Chair and CEO Marc Benioff joins ‘Mad Money’ host Jim Cramer to talk its newest AI offerings, quarterly results and more.Ticker: CRM(3) Zoetis CEO Kristin Peck sits down with Jim Cramer (https://www.cnbc.com/video/2024/06/28/zoetis-ceo-kristin- peck-sits-down-with-jim- cramer.html) Zoetis CEO Kristin Peck joins ‘Mad Money’ host Jim Cramer to talk the state of pet health care, research and development investments, Avian Flu treatments and more.Ticker: ZTX(4) [No Video Clip for non-Club members] Executive Interview: We had shock of price increases, now consumers are looking for value, says HundredX CEO Rob Pace (https://www.cnbc.com/video/2024/06/28/we-had-shock-of-price-increases-now-consumers-are-looking-for-value-says-hundredx-ceo-rob-pace.html)HundredX Founder and CEO Rob Pace joins ‘Mad Money’ host Jim Cramer to talk consumer trends and insights they are seeing.(5) Cramer’s Lightning Round: Powell Industries is ‘a good one’- Powell Industries: “Another company that does processes and packaging for electricity and distribution…All these companies are on fire, electrical companies, and this is a good one.”
- DoubleVerify: “It did not have a great quarter…We’d rather own best of breed which is Trade Desk.”
- Ares Capital Corporation: “This is a really interesting situation…I have no idea what loans they have…what’s inside that company, so I cannot recommend it, even though it has a good yield.
Ticker: POWL, DV, ARCC(6) Jim Cramer explains how the market’s tone could change if Trump becomes president https://www.cnbc.com/2024/06/28/jim-cramer-markets-tone-if- trump-becomes-president.html - In the wake of a contentious debate between President Joe Biden and former President Donald Trump, CNBC’s Jim Cramer described how the vibe of the market could change if the latter returned to the White House.
- “If you think that Trump’s more likely to be president, the overall tone of the stock market will improve if only because the man can’t bear to see it go down, as the major averages are the barometer he uses to measure his own job approval,” Cramer said.
Other Stocks Discussed (calls with audience): Starbucks(SBUX) [Charitable Trust owns it killing this Quarter, they have to pull back], Sofi Technologies (SOFI) [so bad, not a big fan]
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）
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