Mad Money: 2024年10月22日(火)の放送の要点

2024年10月22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 explains why money rotated back into Big Tech (https://www.cnbc.com/2024/10/22/jim-cramer-explains-why-money-rotated-back-in-to-big-tech.html)

• CNBC’s Jim Cramer explained why some Big Tech favorites saw gains while other stocks floundered, saying investors are worried about the broad economic implications of rising bond yields.
• “Big tech made a big comeback today because of the bond market, not anything to do with the stocks themselves,” he said. “So, keep in mind that the pause in the rally is temporary, even as you should still own some of the Magnificent Seven for diversification.”

(2)[No Video Clip for non-Club members] Executive Interview: Logitech CEO Hanneke Faber goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/22/logitech-ceo-hanneke-faber-goes-one-on-one-with-jim-cramer.html)

Logitech CEO Hanneke Faber joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the PC refresh cycle, and more.

Ticker: LOGI

(3) Cramer explains why he’d wait before buying Nucor on weakness (https://www.cnbc.com/2024/10/22/cramer-explains-why-hed-wait-before-buying-nucor-on-weakness.html)

• CNBC’s Jim Cramer said it’s not yet time to invest in Nucor, a steelmaker whose stock got hit on Tuesday after its earnings report Monday evening failed to impress Wall Street.
• “The weak quarter wasn’t a surprise, but the discouraging guidance for the fourth quarter, that was a surprise, and makes it harder to get behind.”

Ticker: NUE

(4) [No Video Clip for non-Club members] Executive Interview: We are seeing insatiable demand for data centers, says Prologis CEO Hamid Moghadam (https://www.cnbc.com/video/2024/10/22/we-are-seeing-insatiable-demand-for-data-centers-says-prologis-ceo-hamid-moghadam.html)

Prologis Chairman and CEO Hamid Moghadam joins ‘Mad Money’ host Jim Cramer to talk the real estate market, data center earnings and more.

Ticker: PLD

(5) Cramer’s Lightning Round: Hold on to Palantir (https://www.cnbc.com/2024/10/22/cramers-lightning-round-hold-on-to-palantir.html)

• Palantir: “There is no level that the buyers won’t take this stock higher. So I’m going to tell you that I would hold on to it as a spec and let them walk it up.”
• Stanley Black & Decker: “I don’t think Stanley Black & Decker is going to give you a discouraging forecast.”
• Travere Therapeutics: “I know they’re losing a ton of money.”

Ticker: PLTR, SWK, TVTX

(6) [No Video Clip for non-Club members] Jim Cramer talks Apple’s latest health software innovations (https://www.cnbc.com/video/2024/10/22/jim-cramer-talks-apples-latest-health-software-innovations.html)
‘Mad Money’ host Jim Cramer looks at the latest out of Apple.

Other Stocks Discussed (calls with audience):

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 (Sound from Spotify）

Disclaimer

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