Mad Money: 2024年12月3日(火)の放送の要点

2024年12月3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) The U.S. may have reached ‘the high-water mark’ in tensions with China, Jim Cramer says (https://www.cnbc.com/2024/12/03/jim-cramer-us-may-have-reached-high-water-mark-in-china-tensions.html)

• CNBC’s Jim Cramer wondered how President-elect Donald Trump’s relationship with Tesla CEO Elon Musk will affect his administration’s approach to China.
• “All I can tell you is with Elon Musk’s involvement in the new administration, it’s very possible that we’ve indeed seen the high-water mark in our tensions with China,” he said.
• Cramer said Apple, Nike, Starbucks, Lam Research, Applied Materials, Micron, Walt Disney and Lululemon could benefit from better China relations.

(2) The market may have set expectations for rate cuts too high, Jim Cramer says (https://www.cnbc.com/2024/12/03/market-may-have-set-expectations-for-rate-cuts-too-high-jim-cramer-says.html)

• After a year of impressive gains, CNBC’s Jim Cramer reviewed what could make the market falter — namely investors’ high hopes for rate cuts from the Federal Reserve.
• “Given all of the success we’ve had in this market, we need to guard against complacency,” Cramer said. “That’s why I’m flagging my biggest worry — that the market might be getting too aggressive with its expectations for rate cuts over the next year.”

(3) [No Video Clip for non-Club members] Off-the Chart: Cramer’s charting out where some of the biggest retail names are headed (https://www.cnbc.com/video/2024/12/03/cramers-charting-out-where-some-of-the-biggest-retail-names-are-headed.html)

‘Mad Money’ host Jim Cramer looks at the technical read on the retail sector after a big holiday sales weekend.

Ticker: AMZN, COST, WMT

(4) [No Video Clip for non-Club members] Executive Interview: Salesforce CEO goes one-on-one with Jim Cramer (Salesforce CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/12/03/salesforce-ceo-goes-one-on-one-with-jim-cramer.html)

Salesforce CEO Marc Benioff, joins ‘Mad Money’ host Jim Cramer to talk its earnings beat, using AI agents and digital jobs and more.

Ticker: CRM

(5) Cramer’s Lightning Round: LandBridge is ‘a winner’ (https://www.cnbc.com/2024/12/03/cramers-lightning-round-landbridge-is-a-winner.html)

• Navitas Semiconductor: “That company’s losing a lot of money.”
• Regeneron Pharmaceuticals: “Regeneron’s a quandary. I’ve got to tell you, I expected sales to be better…I do prefer Eli Lilly.”
• LandBridge: “That’s a winner. I would just hold on to it.”

Ticker: NVTS, REGN, LB

(6) [No Video Clip for non-Club members] Cramer dives into what it takes for small businesses to be successful in today’s world (https://www.cnbc.com/video/2024/12/03/cramer-dives-into-what-it-takes-for-small-businesses-to-be-successful-in-todays-world.html)

‘Mad Money’ host Jim Cramer shares his takeaways from his conversation with Shopify’s president.

Ticker: SHOP

Other Stocks Discussed (calls with audience): General Motors (GM) [buy the stock at below 50; hold], Home Depot (HD) [buy at any pull back]

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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