Mad Money: 2024年7月30日(火)の放送の要点

2024年7月30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) Tech stocks on the decline are still winning companies, Jim Cramer says (https://www.cnbc.com/2024/07/30/tech-stocks-on-the-decline-are-still-winning-companies-jim-cramer-says-.html)

• Even though many megacap tech stocks continue to nose dive, CNBC’s Jim Cramer on Tuesday told investors not to forget they are still solid companies.
• He argued that some investors have soured on Big Tech not because of issues with those companies, but because they want to by stocks set to climb when the Federal Reserve cuts interest rates.

(2) [No Video Clip for non-Club members] We are seeing a quiet bull market in healthcare providers, says Jim Cramer (https://www.cnbc.com/video/2024/07/30/we-are-seeing-a-quiet-bull-market-in-healthcare-providers-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Concentra and the larger trends driving the health care sector.

Ticker: CON

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts on copper prices (https://www.cnbc.com/video/2024/07/30/jim-cramer-hits-the-charts-on-copper-prices.html)

‘Mad Money’ host Jim Cramer talks copper prices and why they could be set to go lower.

(4) [No Video Clip for non-Club members] Executive Interview: We’re on the verge of a rate cycle, says Huntington Bancshares CEO Steve Steinour (https://www.cnbc.com/video/2024/07/30/were-on-the-verge-of-a-rate-cycle-says-huntington-bancshares-ceo-steve-steinour.html)

Huntington Bancshares Chairman, President and CEO Steve Steinour joins ‘Mad Money’ host Jim Cramer to talk the state of banking, lending environment, what’s next from the Fed and more.

Ticker: HBAN

(5) Cramer’s Lightning Round: Lowe’s is a buy (https://www.cnbc.com/2024/07/30/cramers-lightning-round-lowes-is-a-buy.html)

• Borr Drilling: ”…I always go with the best, and the best is SLB.”
• Blackstone: ”…They have a lot of great companies in house that are going to do very well…I like Blackstone.”
• Dexcom: “I was mystified and surprised at that conference call, which was absolutely terrible…I think Abbott is a better play.”
• Edwards Lifesciences: “You want to swap over to Boston Scientific.”
• Lowe’s: “Lowe’s is the kind of stock that you should be buying right here, right now ahead of the rate cut cycle, and I would pick some up tomorrow.”
• Joby Aviation: ”…Just sell it.”
• Marvell Technology: “They’re two different things. Marvell the stock is probably being hurt, but Marvell the company, Matt Murphy is doing a terrific job. I actually would own the stock.”

Ticker: BORR, BX, DXCM, EW, LOW, JOBY, MRVL

(6) Cramer says exposure to China is hurting some stocks right now (https://www.cnbc.com/2024/07/30/cramer-says-exposure-to-china-is-hurting-some-stocks-right-now.html)

• CNBC’s Jim Cramer on Tuesday suggested that the market is being brought down by some companies with business in China.
• “If you own stock in a company that expanded heavily into China, it’s being killed right now,” he said. “That’s become a serious problem for the market, and I don’t see it getting better any time soon.”

Ticker: PG, MRK, EL, SBUX

Other Stocks Discussed (calls with audience): Uber (UVER), Disney (DIS), Boise Cascade (BCC)

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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