Mad Money: 2020年7月27日(月)の放送の要点

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    • #5303
      アバター暮眞★潤 (Jun Kurema)
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      ‘This is the most overwhelming week of earnings season,’ Jim Cramer says (https://www.cnbc.com/2020/07/27/jim-cramer-the-most-overwhelming-week-of-earnings-season.html)

      • “You need to understand that this week is about one thing and one thing only: It’s about earnings. First time it’s been like that in a while,” CNBC’s Jim Cramer said.
      • “This is the most overwhelming week of earnings season, when a ridiculous number of companies report at the exact same time,” the “Mad Money” host said.

      <Corporate Earning Schedules in this week>

      Tuesday: McDonald’s (MCD), Pfizer (PFE), 3M (MMM), Raytheon Technologies (RTX), Starbucks (SBUX), AMD (AMD)
      Wednesday: General Electric (GE), Boeing (BA), PayPal (PYPL), Shopify (SHOP), Facebook (SHOP), ServiceNow (NOW)
      Thursday: AstraZeneca (AZN), Eli Lilly (LLY), Facebook (FB), Amazon (AMZN), Apple (AAPL), Alphabet (GOOGL)
      Friday: Exxon (XOM), Chevron (CVX), Caterpillar (CAT)

       

      Executive Interview: House Minority Leader Kevin McCarthy expects stimulus bill to be ready in ‘first week of August’ (https://www.cnbc.com/video/2020/07/27/rep-kevin-mccarthy-expects-stimulus-bill-to-be-ready-in-early-august.html)

      House Minority Leader Kevin McCarthy joined Jim Cramer on “Mad Money” to discuss what’s next as Congress hammers out details for additional coronavirus relief spending.

       

      Executive Interview: Mattel CEO talks growth in Barbie, says company remains ‘bullish’ on movies (https://www.cnbc.com/video/2020/07/27/mattel-ceo-talks-growth-in-barbie-says-company-is-bullish-on-movies.html)

      Mattel CEO Ynon Kreiz broke down some of the key parts in the toy company’s latest quarterly earnings report.

      Ticker: MAT

       

      Executive Interview: Skyworks CEO sees an ‘incredible opportunity’ in 5G for the chipmaker (https://www.cnbc.com/2020/07/27/skyworks-ceo-sees-an-incredible-opportunity-in-5g-for-the-chipmaker.html)

      • “These themes are playing out” as the 5G rollout remains in its infant stages, Skyworks Solutions CEO Liam Griffin told CNBC’s Jim Cramer.
      • “One of the amazing things here is, despite you know the horrific effects of the pandemic, we’re seeing a usage case” change “for connectivity” as work and school goes remote, he said in a “Mad Money” interview.
      • “If you think about where that world is going, where our world is changing, it’s going to be an incredible opportunity for Skyworks in so many different markets,” he said.

      Ticker: SWKS

       

      Cramer’s lightning round: I don’t have a reason to buy Intel (https://www.cnbc.com/2020/07/27/cramer-lightning-round-i-do-not-have-a-reason-to-buy-intel.html)

      • Alteryx: “They’re wiping the floor with spreadsheets. I think they are fantastic.”
      • Oneok: “Get out of that industry.”
      • Transmedics Group: “As long as you recognize that’s a speculative situation, I bless it.”
      • AT&T: “I just don’t like the fact that the stock’s still yielding 7%. It makes me uncomfortable.”
      • American Express: The company had an “unbelievable conference call. That was a great conference call. I expected the worse and I was surprised of the upside. … I’m OK with it.”
      • Sunrun: “We’ve got to ca-ching, ca-ching. Too much money being made in too-short period a time.”
      • Bloomin’ Brands: “We saw an upgrade this morning. I guess they can handle it. I don’t know many restaurants that can … have enough customers, but they look like they can handle it. So I’m OK with it.”
      • Intel: “Intel’s too low … to sell. I don’t have an upside, I don’t have a reason to buy it.”

      Ticker: AYX, OKE, TMDX, T, AXP, RUN, BLMN, INTC

       

      Other Stocks Mentioned (Calls with audience): International Paper (IP) [fine. Not good, not bad], Sony (SNE) [great company, stay long], Zoom Video (ZM)

       

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