Mad Money: 2024年10月24日(木)の放送の要点(@ Gulf of Mexico)

2024年10月24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 explains why fossil fuels remain vital as the Big Tech boom continues (https://www.cnbc.com/2024/10/24/jim-cramer-explains-why-fossil-fuels-remain-vital-amid-the-tech-boom.html)

• CNBC’s Jim Cramer said resources like fossil fuels will remain important and enable technological innovations, even as investments in renewable energy continue to grow.
• Cramer highlighted Big Tech’s “insatiable demand for energy,” saying that AI-forward companies like Meta, Nvidia, Google and Microsoft are building more and more data centers.
• “You may be reluctant to invest in it, you might think who cares, but you need to know how vital all of this fossil fuel technology is to the growth of the Magnificent Seven,” he said.

Ticker: CVX, HON [held by charitable trust]

(2) & (3) Executive Interview: Chevron CEO says ‘consistent and coherent energy policy’ is what matters for the next administration (https://www.cnbc.com/2024/10/24/chevron-ceo-consistent-and-coherent-energy-policy-matters-.html)

• With a historic presidential election just around the corner, Chevron CEO Mike Wirth told CNBC’s Jim Cramer what kind of government action is important for his company.
• “What really matters is consistent and coherent energy policy,” he said. “Affordable and reliable energy is essential to keeping inflation at a level that economies can handle — and that’s why we need investments, and we need stable policy to encourage that investment.”

(4) [No Video Clip for non-Club members] Oil services stocks look cheap here, says Jim Cramer (https://www.cnbc.com/video/2024/10/24/oil-services-stocks-look-cheap-here-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at where the energy sector is trading right now and how to play it.

(5) Cramer’s Lightning Round: Broadcom is a buy (https://www.cnbc.com/2024/10/24/cramers-lightning-round-broadcom-is-a-buy.html)

• Enphase Energy: “Enphase has just been clobbered already…I don’t want you to sell it all the way down here.”
• Cigna Group: “I like Cigna. It’s two thumb up.”
• Zim Integrated Shipping Services: “I say stay away.”
• Broadcom: “Buy.”
• Blue Bird: “I just don’t see the growth…I say we stay away.”

Ticker: ENPH, CI, ZIM, AVGO, BLBD

(6) [No Video Clip for non-Club members] Chevron’s floating production unit as good as we can get for energy, says Jim Cramer (https://www.cnbc.com/video/2024/10/24/chevrons-floating-production-unit-as-good-as-we-can-get-for-energy-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares his final thoughts on Chevron’s floating oil production.

Other Stocks Discussed (calls with audience): Kroger (KR) [with Albertson, its better), GXO Logistics (GXO), [hold it, good company]

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 YouTube (Sound from YouTube）

Disclaimer

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