Mad Money: 2024年10月16日(水)の放送の要点

2024年10月16日(水)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 says the semiconductor sell-off shows AI chips are undervalued by investors (https://www.cnbc.com/2024/10/16/cramer-says-the-semiconductor-sell-off-shows-ai-chips-are-undervalued.html)

• CNBC’s Jim Cramer examined Tuesday’s semiconductor sell-off that was triggered by a bad quarter from Dutch chip maker ASML.
• He said some on Wall Street don’t recognize the lasting importance of advanced graphics chips for artificial intelligence, especially ones from Nvidia.
• “There’s a stunning lack of comprehension about how Nvidia and artificial intelligence work,” he said. “As long as there are new inventions and new uses for computer power, there will be more need for these chips, and you can attach them to the software no matter what the iteration.”

Ticker: ASML

(2) [No Video Clip for non-Club members] Executive Interview: First Horizon CEO Bryan Jordan goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/16/first-horizon-ceo-bryan-jordan-goes-one-on-one-with-jim-cramer.html)

First Horizon Chair, President and CEO Bryan Jordan joins ‘Mad Money’ host Jim Cramer to talk quarterly results, average deposits and more.

(3) Off-the Chart: Charts suggest bull market can continue if tech sector performs, Cramer says (https://www.cnbc.com/2024/10/16/cramer-charts-suggest-bull-market-can-continue-if-tech-sector-performs.html)

• CNBC’s Jim Cramer on Wednesday said charts indicate that the bull market can roar higher if the tech sector continues to perform, especially the stock of Nvidia, a leader on the indexes.
• “The charts, as interpreted by Jessica Inskip, are looking pretty darn good for the S&P and the Nasdaq-100, and of course, yes,  Nvidia,” he said. “We’ve got a much broader bull market than we had six months ago, but if it’s going to keep running, Inskip says we need to see some meaningful participation from tech.”

(4) [No Video Clip for non-Club members] There are so many positives from Morgan Stanley’s Q3 earnings, says Jim Cramer (https://www.cnbc.com/video/2024/10/16/there-are-so-many-positives-from-morgan-stanleys-q3-earnings-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer look at Morgan Stanley’s Q3 earnings.

(5) Cramer’s Lightning Round: Sweetgreen is ‘terrific’ (https://www.cnbc.com/2024/10/16/cramers-lightning-round-sweetgreen-is-terrific.html)

• Oracle: ”…I like the prospects. But you’re in it for the data center, and the data center business is excellent.”
• AbbVie: “AbbVie is doing very, very well…My favorite in this group right now, though, remains Abbott Labs.”
• Core Scientific: ”…It’s a mini-Palantir. So I think you should just go buy Palantir.”
• Clover Health: “I just don’t want to go there. I know that it’s a good company, but I just don’t want to hurt anybody.”
• GXO Logistics: “Just hold on…This is a very valuable company.”
• Sweetgreen: “Sweetgreen is terrific, I really like it.”

Ticker: ORCL, ABBV, CORZQ, GXO, SG

(6) [No Video Clip for non-Club members] The quarter is vital for figuring out if a company is in charge of its destiny, says Jim Cramer (https://www.cnbc.com/video/2024/10/16/the-quarter-is-vital-for-figuring-out-if-a-company-is-in-charge-of-its-destiny-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares investing wisdom on evaluating earnings.

Other Stocks Discussed (calls with audience): Berkshire Hathaway Inc. (BRK-B) [do not sell, let it run],Snowflake (SNOW), Arm (ARM)

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）

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