2021年2月25日 9:24 PM #8387暮眞★潤 (Jun Kurema)キーマスター
2021年2月25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) As bond yields rise, Jim Cramer shrugs off inflation fears roiling stocks (https://www.cnbc.com/2021/02/25/as-bond-yields-rise-jim-cramer-dismisses-inflation-fears-roiling-stocks.html)
- “The bond market sees the economy getting ready to reopen … and it figures the last thing we need is more stimulus,” CNBC’s Jim Cramer said.
- “To these bond investors … that’s like throwing gasoline on the Kingsfords. They think the economy will overheat … [and that] we’re going to get some serious inflation,” the “Mad Money” host said.
- “As I see it, Powell and Biden are doing the right thing. I don’t mind a little inflation now and then,” he said.
(2) Nvidia CEO confident in company’s growth prospects even if Arm acquisition does not happen (https://www.cnbc.com/2021/02/25/nvidia-ceo-jensen-huang-discusses-potential-acquisition-of-arm.html)
- Nvidia CEO Jensen Huang told CNBC Thursday he believed in the company’s long-term growth story, even if its acquisition of chip designer Arm is blocked by regulators.
- “Nvidia is going to be huge no matter what,” Huang told “Mad Money” host Jim Cramer.
- However, Huang added, “We’re going to get this deal done. I’m very confident in that.”
(3) As business travel falls, Airbnb sees opportunity in remote work travel (https://www.cnbc.com/2021/02/25/as-business-travel-falls-airbnb-sees-opportunity-in-remote-work-travel.html)
- “The lines between traveling and living are starting to blur together,” Airbnb CEO Brian Chesky told CNBC’s Jim Cramer.
- With business travel on a decline, the home rental company sees an opportunity to serve remote workers looking to get away from home and work from anywhere as travel trends change.
- “We really are adaptive and resilient to any kind of travel behavior. That’s what we learned last year,” he said.
(4) Executive Interview: Twitter CFO says company is confident about strategy to double revenues in two years (https://www.cnbc.com/2021/02/25/twitter-cfo-company-confident-about-strategy-to-double-revenues-in-2-years.html)
- Twitter revealed at its analyst day Thursday that it plans to double its user base from 2019 levels and revenues from 2020 levels by the end of 2023, driven by new features it will bring to the platform.
- “We can give big goals like that because we’ve got a lot of confidence in our strategy,” Twitter Chief Financial Officer Ned Segal told CNBC’s Jim Cramer.
- “We’ve been executing much faster, and we’ve got a clear path ahead of us with tons of people who still don’t use Twitter and over $150 billion of addressable market for digital ads that can come to Twitter,” he said.
(5) Salesforce CEO talks plans to allow employees to work from anywhere (https://www.cnbc.com/video/2021/02/25/salesforce-ceo-talks-plans-to-allow-employees-to-work-from-anywhere.html)
Salesforce CEO Marc Benioff said while he expects to have its workforce be able to return to offices soon, the software company is making strides to support a hybrid work model.
(6) [No Video Clip] Cramer’s lightning round — Ticker: MRNR, NARI, NSTG
(7) Fisker CEO says the EV startup is trying to do more than just take customers from Tesla (https://www.cnbc.com/2021/02/25/fisker-ceo-our-goal-is-bigger-than-just-taking-tesla-customers.html)
- “At the end of the day, we’re not out here just to go and take Tesla customers away from Tesla,” Henrik Fisker told CNBC’s Jim Cramer.
- The CEO and founder of EV startup Fisker said its goal is much bigger than that.
- “The real market opportunity is the 80 million people who buy a new car every year,” Fisker said.
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