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2023年3月1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) Lowe’s put up good numbers, then fretted about state of the consumer in February (https://www.cnbc.com/video/2023/03/01/lowes-put-up-good-numbers-then-fretted-about-state-of-the-consumer-in-february.html)
Mad Money host Jim Cramer looks at what’s going on with the markets, and why some retailers are so negative on the economy.
(2) [No Video Clip] Executive Interview:I remain every bit as optimistic as I have been, says Take-Two Interactive CEO Strauss Zelnick (https://www.cnbc.com/video/2023/03/01/i-remain-every-bit-as-optimistic-as-i-have-been-says-take-two-interactive-ceo-strauss-zelnick.html)
Mad Money host Jim Cramer talks to Take-Two Interactive CEO Strauss Zelnick about earnings and whether the gaming space can make a comeback.
Ticker: TTWO
(3) [No Video Clip] Executive Interview: Cramer after CRM’s big beat: What are the activists going to say now? (https://www.cnbc.com/video/2023/03/01/cramer-after-crms-big-beat-what-are-the-activists-going-to-say-now.html)
Mad Money host Jim Cramer discusses a strong earnings report and full-year forecast with Salesforce CEO Marc Benioff, who’s been besieged by multiple activist investors recently.
Ticker: CRM
(4) [No Video Clip] Executive Interview: We’re a financially effective way for hospitals to deliver care, says Intuitive Surgical CEO Dr. Gary Guthart (https://www.cnbc.com/video/2023/03/01/were-a-financially-effective-way-for-hospitals-to-deliver-care-says-intuitive-surgical-ceo-dr-gary-guthart.html)
Mad Money host Jim Cramer talks with Intuitive Surgical President and CEO Dr. Gary Guthart about his company’s disappointing numbers and why it isn’t growing as quickly as Wall Street expected.
Ticker: ISRG(5) Lightning Round: Cardinal Health is a very good stock to own here (https://www.cnbc.com/video/2023/03/01/lightning-round-cardinal-health-is-a-very-good-stock-to-own-here.html)
Mad Money host Jim Cramer weighs in on all manner of stocks, including CyberArk, Snowflake, Cardinal Health and Kyndryl Holdings.
Ticker: CyberArk Software Ltd. (CYBR) [like it, but my favorite is Palo Alto Network], Snowflake (SNOW) [I did not listen the conference call; pass to opine], Cardinal Health (CAH) [I like Cardinal], Kyndryl Holdings (KD) [major winner]
(6) [No Video Clip] The move to consumer banking was antithetical to what I regarded as my Goldman Sachs, says Cramer (https://www.cnbc.com/video/2023/03/01/the-move-to-consumer-banking-was-antithetical-to-what-i-regarded-as-my-goldman-sachs-says-cramer.html)
Mad Money host Jim Cramer expresses his displeasure over Goldman Sachs’ move into the consumer banking space, and says the company should package the consumer division and sell it.
Other Stocks Discussed (calls with audience): Domino (DPZ) [struggling], Starbucks (SBUX) [buy buy buy, charitable trust owns it]
参考: この日の放送に関するその他のサイトへのリンク
- Google Podcast (音声）
- Internet Archive（1分毎のビデオ＆テキスト）
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