Mad Money: 2023年9月14日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年9月14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 calls Arm IPO a ‘Goldilocks outcome,’ says it’s a good sign for the IPO market (https://www.cnbc.com/2023/09/14/cramer-calls-arm-ipo-a-goldilocks-outcome.html)

• CNBC’s Jim Cramer said Arm’s Thursday initial public offering went well, encouraging investors to buy a small position in the company.
• Valued at almost $60 billion at the open, the semiconductor designer is the largest company to go public since electric vehicle manufacturer Rivian in 2021.
• Arm creates semiconductor designs and licenses them to big names like Apple and Nvidia.

“Why the ARM IPO gest the upper hand on the bears

• Big size is big news on Wall Street
• Catalyst for investment banking stocks
• shows the AI thesis is alive and well”

 

(2) Cramer says Arm IPO infused ‘sidelined money’ into the market, steering Wall Street away from the bears (https://www.cnbc.com/2023/09/14/arm-ipo-infused-sidelined-money-into-the-market-jim-cramer.html)

• CNBC’s Jim Cramer emphasized that Arm’s IPO on its own hasn’t changed market conditions, but it has changed how investors feel.
• “There’s so much sidelined money at all times waiting to get in, waiting for a signal that things might be better, and after 18 months of no IPOs to speak of, the multibillion dollar Arm deal was exactly what they needed,” Cramer said.

Ticker: ARM

 

(3) [No Video Clip for non-Club Member] Know you IPO : Today’s action in Arm shares could be a good sign for the IPO market, says Jim Cramer (https://www.cnbc.com/video/2023/09/14/todays-action-in-arm-shares-could-be-a-good-sign-for-the-ipo-market-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer continues his discussion on Arm’s major IPO day.

potential headwinds

• China exposure
• Softbank control
• Expensive

(4) [No Video Clip for non-Club Member] Executive Interview: Cruise CEO takes a spin with Jim Cramer in an autonomous car (https://www.cnbc.com/video/2023/09/14/cruise-ceo-takes-a-spin-with-jim-cramer-in-an-autonomous-car.html)

Kyle Vogt, Cruise co-founder, president and CEO, joins ‘Mad Money’ host Jim Cramer to drive around San Francisco in an autonomous car.

 

(5) Cramer’s Lightning Round: Essential Utilities is at ‘a good place to buy’ (https://www.cnbc.com/2023/09/14/cramers-lightning-round-essential-utilities-at-a-good-place-to-buy.html)

• Kenvue: “You know what, I like Abbott more than Kenvue, I want you to stick with Abbott, I think it’s good. It’s being kept down right now by Mounjaro and concerns that there won’t be a diabetes issue anymore, that’s wrong. Abbott’s a buy.”
• UiPath: “UiPath is a decent stock…they’re not making money, and we don’t like to recommend stocks that don’t make money. If they start making money, we will rethink.”
• Essential Utilities: “I like them…It’s very cheap right now, it’s actually a good place to buy.”
• Plug Power: “No, we’re done with Plug. I mean, they’ve hurt us too many times, we’re like done. We’ve got other stocks to focus on.”
• Roku: “Their last quarter was really great, you had a short squeeze, but the problem is they’re not making money, and on Jim Cramer’s Mad Money, we don’t recommend stocks that aren’t making money.”

Ticker: KVUE, PATH [not making money], WTRG [good place to buy now], PLUG, ROKU,

 

(6) [No Video Clip for non-Club Member] It’s amazing how much the pandemic is still part of the conversation, says Jim Cramer (https://www.cnbc.com/video/2023/09/14/its-amazing-how-much-the-pandemic-is-still-part-of-the-conversation-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks companies navigating life after COVID.

Ticker: GM, BXP, RL, WSM, WMT, CSOT, AMZN

 

Other Stocks Discussed (Calls with Audiences): Elf Beauty (ELF) [good, take some profits and let the rest run], Devon Energy (DVN) [DVN did not deliver good quarter, PXD is the best in show], AMD (AMD) [you should hold it, people sold AMD to buy ARM], Amazon (AMZN) [hit new high, should go all time high]

 

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）

Disclaimer

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