Mad Money: 2024年9月12日(木)の放送の要点

2024年9月12日(木)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 lists 3 tech CEOs he’s giving ‘the benefit of the doubt’ (https://www.cnbc.com/2024/09/12/jim-cramer-lists-3-tech-ceos-hes-giving-the-benefit-of-the-doubt.html)

• CNBC’s Jim Cramer on Thursday listed the CEOs he trusts even when the market doesn’t, primarily naming executives from top tech companies.
  “Not every executive deserves the same level of skepticism if not scorn. Some CEOs have earned your trust,” he said.
  Cramer said he’s giving Amazon’s Andy Jassy, Broadcom’s Hock Tan and Nvidia’s Jensen Huang “the benefit of the doubt.”

Ticker: KR, AMZN, AVGO, NVDA

(2) [No Video Clip for non-Club members] Executive Interview: CAVA CEO Brett Schulman sits down with Jim Cramer (https://www.cnbc.com/video/2024/09/12/cava-ceo-brett-schulman-sits-down-with-jim-cramer.html)

CAVA President and CEO Brett Schulman sits down with ‘Mad Money’ host Jim Cramer to talk the mediterranean chain’s explosive growth, post-IPO landscape, consumer trends and more.

Ticker: CAVA

(3) [No Video Clip for non-Club members] Jim Cramer shares his thoughts on why the Callaway-Topgolf merger didn’t work (https://www.cnbc.com/video/2024/09/12/jim-cramer-shares-his-thoughts-on-why-the-callaway-topgolf-merger-didnt-work.html)

‘Mad Money’ host Jim Cramer digs into the Callaway-Topgolf merger and why the two brands are splitting after just three years.

Ticker: GOLF

(4) Executive Interview: Signet Jewelers CEO talks ‘cautious’ consumers looking to get engaged (https://www.cnbc.com/2024/09/12/signet-jewelers-ceo-talks-cautious-consumers-looking-to-get-engaged.html)

• In a Thursday interview with CNBC’s Jim Cramer, Signet Jewelers CEO Gina Drosos described the mood of consumers looking to buy engagement rings, saying demand is there, but many are more judicious when picking out diamonds.
• “We thought that engagements might come back a little faster, but there is a cautious consumer,” Drosos said.

Ticker: SIG

(5) Cramer’s Lightning Round: Garmin ‘is going higher’ (https://www.cnbc.com/2024/09/12/cramers-lightning-round-garmin-is-going-higher.html)

• CommScope: “The stock has been on a real tear, and you know what, I don’t know why. Which therefore means I can’t opine and I must do homework.”
• IonQ: “It loses too much money.”
• Garmin: “They have unbelievable fishing equipment. I’ve got to tell you, Garmin is the real deal…It is going higher.”
• MongoDB: “I think MongoDB is at the right price.”

Ticker: COMM, IONQ, GRMN, MDB

(6) [No Video Clip for non-Club members] New CEO Brian Niccol will figure Star bucks out sooner than anyone thinks, says Jim Cramer (https://www.cnbc.com/video/2024/09/12/new-ceo-brian-niccol-will-figure-starbucks-out-sooner-than-anyone-thinks-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares his thoughts on Brian Niccol’s early days at Starbucks.

Ticker: SBUX

Other Stocks Discussed (calls with audience): Upstart (UPST) [I prefer Affirm], Nexstar Media Group (NXST) [buy more] , On Holdings (ONON), FedEx (FDX), Sofi (SOF) [buy]

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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