Mad Money: 2024年9月10日(火)の放送の要点

2024年9月10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 breaks down the trends affecting tech and bank stocks right now (https://www.cnbc.com/2024/09/10/cramer-breaks-down-the-trends-affecting-tech-and-bank-stocks-right-now.html)

• CNBC’s Jim Cramer said tech stocks are easier to own for the long term while bank stocks take a hit as the market broadens and experiences “economic choppiness.”
• “You simply can’t bank on the bank stocks right now, hence why the great broadening out is indeed fraught with risk,” he said.
• Cramer contrasted JPMorgan’s troubles with the success of Oracle, which closed up more than 11% after the enterprise software company’s quarter beat expectations.

(2) [No Video Clip for non-Club members] Campbell Soup Company CEO Mark Clouse goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/09/10/campbell-soup-company-ceo-mark-clouse-goes-one-on-one-with-jim-cramer.html)

Campbell Soup Company President and CEO Mark Clouse joins ‘Mad Money’ host Jim Cramer to talk its quarterly results, the Rao’s brand, and more.

Ticker: CPB

(3) After Mondelez’s gains, Cramer says wait to buy stock until the Fed cuts interest rates (https://www.cnbc.com/2024/09/10/after-mondelezs-gains-cramer-says-wait-to-buy-stock-until-rate-cuts.html)

• Until the Federal Reserve starts to cut interest rates, CNBC’s Jim Cramer on Tuesday advised investors to hold off on buying shares of Mondelez, a company behind a host snack and candy brands like Oreos, Chips Ahoy, Cadbury and Ritz crackers.
• “The stock’s run up dramatically, so if you want a piece of it, wait until the Fed starts cutting rates and the packaged food stocks will most likely pull back, maybe hard, because the run in Mondelez is hard to justify in a world where the Fed’s stimulating the economy,” he said. “But, longer term, a well-run snack food company is a great place to be.”

Ticker: MDLZ

(4) [No Video Clip for non-Club members] Wingstop CEO Michael Skipworth sits down with Jim Cramer (https://www.cnbc.com/video/2024/09/10/wingstop-ceo-michael-skipworth-sits-down-with-jim-cramer.html)

Wingstop President and CEO Michael Skipworth sits down with ‘Mad Money’ host Jim Cramer to talk quarterly results, brand awareness, global expansion and more.

Ticker: WING

(5) Cramer’s Lighting Round: ‘I’m going to say no’ to Citigroup (https://www.cnbc.com/2024/09/10/cramers-lighting-round-im-going-to-say-no-to-citigroup.html)

• Citigroup: ”…I’m going to say no to Citi, yes to JP.”
• IES: “I know the company, and it’s the right spot.”
• IBM: “IBM is doing quite well…Arvind Krishna has really reinvented the company, he’s doing a terrific job.”
• Advance Auto Parts: “You’re going to hold it…That company is not a great operator.”
• Exxon Mobil: ”…This is not the moment to own oil.”
• Alpha Metallurgical Resources: “No.”

Ticker: C, IESC, IBM, AAP, XOM, AMR

(6) [No Video Clip for non-Club members] Jim Cramer looks at Apple’s recent announcements (https://www.cnbc.com/video/2024/09/10/jim-cramer-looks-at-apples-recent-announcements.html)

‘Mad Money’ host Jim Cramer takes a look at Apple’s recent tech announcement.

Ticker: AAPL

Other Stocks Discussed (calls with audience): Goldman Sachs (GS) [too high], Vista Energy (VIST), Costco (COST)

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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