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2020年9月10日 12:14 AM #5794
暮眞★潤 (Jun Kurema)
キーマスター2020年9月9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。
Qorvo’s guidance boost helped tech stocks roar higher, Jim Cramer says (https://www.cnbc.com/2020/09/09/qorvo-guidance-boost-helped-tech-stocks-roar-higher-jim-cramer-says.html)
- “Tomorrow, I expect the Apple bulls to resurface, the Zoom acolytes to speak up and the semiconductor analysts to raise numbers across the board thanks to Qorvo,” CNBC’s Jim Cramer said.
- The “Mad Money” host attributed Wednesday’s tech gains on the market in part to chipmaker Qorvo beefing up its guidance.
- “We had a dramatic decline in tech late last week and yesterday; those same tech stocks roared higher today,” he said.
Beneficiaries of Qorvo Strength: Skyworks Solutions (SWKS), NXP Semiconductors (NXPI), Qualcomm (QCOM), Texas Instruments (TXN), Analog Devices (ADI), AMD (AMD), Nvidia (NVDA), Broadcom (AVGO), Marvell Technology (MRVL), Apple (AAPL)
Executive Interview: Ulta Beauty CEO says intersection of digital and psychical will be the ‘future’ of Ulta Beauty (https://www.cnbc.com/video/2020/09/09/ulta-beauty-ceo-the-intersection-of-digital-and-psychical-is-our-future.html)
Ulta Beauty CEO Mary Dillon broke down how customers have made use of the cosmetics company’s mobile app amid the pandemic.
Ticker: ULTA
Off-the-Chart: Jim Cramer breaks down how an S&P 500 climb could be followed by a ‘truly savage sell-off’ (https://www.cnbc.com/2020/09/09/jim-cramer-breaks-down-how-an-sp-500-climb-could-be-followed-by-a-truly-savage-sell-off.html)
- “The recent sell-off could be a sign that this bull’s getting long in the tooth,” CNBC’s Jim Cramer said, citing research from technical analyst Carley Garner.
- “Garner’s betting that the S&P 500 can give you one last gasp higher from here, followed by a truly savage sell-off,” the “Mad Money” host said.
- “I don’t know if she’s right, but that would be pretty par for the course for the historically hideous month of September,” he said.
Executive Interview: Coupa Software CEO on seeing results from improved efficiency (https://www.cnbc.com/video/2020/09/09/coupa-software-ceo-on-seeing-results-from-improved-efficiency.html)
Coupa Software CEO Rob Bernshteyn reviewed the business software maker’s performance in the fiscal 2021 second quarter.
Ticker: COUP
Cramer’s lightning round: Micron Tech is the one chipmaker everyone hates (https://www.cnbc.com/2020/09/09/cramer-lightning-round-micron-tech-is-the-one-chipmaker-everyone-hates.html)
- Sorrento Therapeutics: “Be careful.”
- Albertsons Companies: “I said that people should be buying the stock. So far, not right … I’m still willing to say I’m early, though. I’m not willing to say I’m wrong.”
- Celsius Holdings: “I’ve got to do work on this.”
- Rocket Companies: “I like Rocket. Now when Rocket dropped to $19 … and I said it was a buy, and then the stock went to $29. I said, ‘Ok, that’s enough,’ and I haven’t looked at it since, but it is a good company.”
- Liveperson: “We’ve been huge backers of [CEO Robert] Locascio.”
- Micron Technology: “This is the only semiconductor company that everybody hates. … I don’t know what to say. I would not sell that stock down here, that would be ridiculous, but I do like Nvidia and AMD better. Don’t forget Broadcom and Marvell.”
Ticker: SRNE, ACI, CELH, RKT, LPSN, MU, NVDA, AMD, AVGO, MRVL
Other stocks discussed (calls with audiences): Slack Technologies (WORK), Peloton Interactive (PTON), Lemonade (LMND), Okta (OKTA), Nokia Corporation (NOK)
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