Mad Money: 2023年6月15日(木)の放送の要点

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2023年6月15日 8:27 PM #16865

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2023年6月15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) Cramer explains how four different camps of buyers see mixed messages in the Fed’s rate strategy (https://www.cnbc.com/2023/06/15/cramer-explains-how-four-camps-of-buyers-see-fed-mixed-messages.html)

CNBC’s Jim Cramer on Thursday explained how four different camps of buyers see mixed messages in the Fed’s rate strategy.

“They got their reasons, or maybe even they make up the reasons, and today, the purchases, well, let’s just say they were done with reckless abandon,” Cramer said.

Bull Market Buyers:

Don’t trust the FED	Trust the FED	FOMO	Too Many shorts
Buying Industrials	Buying Cos. hat benefit from low inflation	Buying Anything that’s making big moves	Mass-Capitulation
CAT	LLY, JNJ	CAVA	ADBE, ORCL

“Bottom Line: These bulls led us to a huge run today … But soon, someone has to be right, and someone has to be wrong.”

(2) [No Video Clip for non-Club Member] Executive Interview: Criteo CEO Megan Clarken goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/06/15/criteo-ceo-megan-clarken-goes-one-on-one-with-jim-cramer.html)

Criteo CEO Megan Clarken talks with ‘Mad Money’ host Jim Cramer to talk recent acquisitions, the state of the online ad market, and more.

Ticker: CRTO

(3) [No Video Clip for non-Club Member] The rally in Homebuilders has legs after Lennar’s earnings, says Jim Cramer (https://www.cnbc.com/video/2023/06/15/the-rally-in-homebuilders-has-legs-after-lennars-earnings-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer breaks down Lennar’s impressive second quarter and what it could mean for the Homebuilders sector.

Ticker: LEN

(4) Executive Interview: Adobe CEO says AI will won’t replace human ingenuity, it’ll augment it (https://www.cnbc.com/2023/06/15/adobe-ceo-says-ai-will-wont-replace-human-ingenuity-itll-augment-it.html)

Adobe CEO Shantanu Narayen discussed his company’s new generative AI-enabled software, Firefly, with CNBC’s Jim Cramer, going into detail about the ways the new technology will increase productivity.

Narayen said the generative AI design software will be a boon for designers and give smaller business and marketing teams the chance to more easily develop their ideas.

Ticker: ADBE

(5) Cramer’s Lightning Round: Microsoft is a winner (https://www.cnbc.com/2023/06/15/cramers-lightning-round-microsoft-is-a-winner.html)

Earthstone Energy: “There are so many better oil companies than that one. Let me start with, say, why not Pioneer, why not Diamondback, why not Coterra. They’re all better than that one.”

Verra Mobility: “I am intrigued by this company because they offer all sorts of packages like that… I like what these guys have to say, I want them on the show.”

Microsoft: “Microsoft’s been a winner. It’s doing incredibly well, it’s just very big… They are the number one place that people feel most comfortable working with [ChatGPT]. Why? Because they put the big investment in, but mostly because they put it through almost all of their different brands, and that works very well. Some people have only put it through some brands. Microsoft has been very smart, and co-pilot is apparently an amazing, amazing product.

Carvana: “Ok, there’s two things, there’s two Carvanas. There’s the Carvana the company, which I think is incredibly overvalued, and there’s Carvana the stock, which is so overly-shorted that it keeps going higher. Those are two different things. You pick which one you believe in.”

Petróleo Brasileiro: “The fact that it’s located in Brazil, it’s an imbalanced country. I would be a seller of PBR.”

Ticker: ESTE, VRRM, MSFT, CVNA, PBR [sell sell sell]

(6) [No Video Clip] What the FED’s Facing – Beginning the hous(ing) down?

Other Stocks Discussed (calls with audience): Uber (UBER) [a winner, great management], DR Horton (DHI) [home business is no longer cyclical, DHI will go much higher]

参考: この日の放送に関するその他のサイトへのリンク