Mad Money: 2024年11月13日(水)の放送の要点

2024年11月13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) Jim Cramer reviews ten stocks that are up more than 200% so far this year (https://www.cnbc.com/2024/11/13/jim-cramer-reviews-ten-stocks-that-are-up-more-than-200percent-this-year.html)

• CNBC’s Jim Cramer on Wednesday reviewed ten stocks worth more than $1 billion that have run up big this year and suggested they were smart investments — although most were also very speculative.
• “Let’s remember this list of frothy stocks and think of them the next time you’re about to ignore a stock for being too speculative,” he said.
• Cramer’s list includes Cava, Palantir and Carvana.

Ticker: RKLB, CAVA, PLTR, POWL, VST ,CVNA, ASTS, MSTR, APP, SMR, (ALAB, RDDT)

(2) [No Video Clip for non-Club members] Executive Interview: Mastercard CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/13/mastercard-ceo-go-one-on-one-with-jim-cramer.html)

Mastercard CEO Michael Miebach, joins ‘Mad Money’ host Jim Cramer to talk growing the core business, diversifying demographics and entering new areas

Ticker: MA

(3) [No Video Clip for non-Club members] Executive Interview: Realty Income Corporation CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/13/realty-income-corporation-ceo-goes-one-on-one-with-jim-cramer.html)

Realty Income Corporation CEO Sumit Roy, joins ‘Mad Money’ host Jim Cramer to talk Fed rate cuts, realty income and the move in 10-year treasury yields.

Ticker: O

(4) [No Video Clip for non-Club members] Executive Interview: Cisco CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/13/cisco-ceo-goes-one-on-one-with-jim-cramer.html)

Cisco CEO Chuck Robbins, joins ‘Mad Money’ host Jim Cramer to talk company earnings, AI demand and on Meta adding the company to its AI stack.

Ticker: CSCO

(5) Cramer’s Lightning Round: American Water Works is ‘consistent’ (https://www.cnbc.com/2024/11/13/cramers-lightning-round-american-water-works-is-consistent.html)

• American Water Works: “It’s consistent…I like it.”
• Amazon: “These guys are doing so many things right.”
• Broadcom: “I think Broadcom is doing very, very well.”
• Trump Media & Technology: “This thing is a very hard stock to value.”
• FS KKR Capital: “I do think that overtime you’re gong to wish that you did start peeling some off.”
• SoundHound AI: “I was quite surprised that this stock got as crushed as it did, the quarter wasn’t nearly that bad.”

Ticker: AWK, AMZN, MSFT, AVGO, DJT, FSK, SOUN

(6)Trump’s antitrust regulators might not be overly pro business, Jim Cramer suggests (https://www.cnbc.com/2024/11/13/trumps-antitrust-team-might-not-be-so-pro-business-jim-cramer.html)

• Despite Wall Street’s widespread belief that Trump’s administration will be friendly to big business, CNBC’s Jim Cramer pointed out that his second-in-command JD Vance is critical of some large companies accused of wielding illegal monopoly power.
• “Now, at the end of the day, politicians are politicians—they can turn on a dime if it suits the current moment,” Cramer said. “But Vance’s hard line about Google’s supposed left-wing bias, you know, that might strike a chord with President-elect Trump, who didn’t exactly get a lot of support from big tech.”

Other Stocks Discussed (calls with audience): ENPH Enphase Energy (ENPH)

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）
• Internet Archive (Video & Texts per minute）

Disclaimer

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