Mad Money: 2023年9月28日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年9月28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) Jim Cramer says a drop in oil prices could signal the start of a market rally (https://www.cnbc.com/2023/09/28/jim-cramer-oil-price-drop-could-signal-the-start-of-a-market-rally.html)

• CNBC’s Jim Cramer suggested the stock market could be headed toward a rally.
• Crude oil prices fell after reaching their highest level in over a year, with Texas Intermediate crude oil, one of the three main benchmarks in oil pricing, declining more than 2%.

 

(2) Workday CEO says AI is worth an upfront cost that ‘we all just have to recognize’ (https://www.cnbc.com/2023/09/28/workday-ceo-says-ai-is-worth-a-upfront-cost-.html)

• Co-CEOs of Workday, Aneel Bhusri and Carl Eschenbach, told CNBC’s Jim Cramer that artificial intelligence is worth a sizeable investment
• “I think AI is as important and maybe as disruptive as the cloud was,” Bhusri said.

Ticker: WDAY

 

(3) [No Video Clip for non-Club Member] Mastercard and Visa have been practically unstoppable, says Jim Cramer (https://www.cnbc.com/video/2023/09/28/mastercard-and-visa-have-been-practically-unstoppable-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at the fintech space.

Fintech laggards (% of highs) — PayPal (-81%),. Block (-85%), affirm (-88%), upstart (-93%), Robinhood (-87%)

Fintech winners (Year-to-year performance)— Master cards (15%), Visa (+11%)

What sets mastercards & Visa apart — Profitability, Durability, lack of credit risk

 

(4) [No Video Clip for non-Club Member] Executive Interview:  Trane Technologies CEO Dave Regnery goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/09/28/trane-technologies-ceo-dave-regnery-goes-one-on-one-with-jim-cramer.html)

Trane Technologies CEO Dave Regnery joins ‘Mad Money’ host Jim Cramer to talk clean energy, decarbonization, innovation in the space and more.

Ticker: TT

 

(5) Cramer’s Lightning Round: GE Healthcare is a buy (https://www.cnbc.com/2023/09/28/cramers-lightning-round-ge-healthcare-is-a-buy.html)

• Astronics: “Astronics is in aerospace, and right now Boeing is pulling them all down…I think that Boeing numbers have to come down because people are worried about airlines now. So after that, it’s time to do some buying, but not yet. I would hold onto Astronics.”
• Verizon: “It hasn’t been that well-run…T-Mobile’s had the run of the joint, but that’s in part because these guys aren’t good enough…If I were on the board of directors, let me just say, let’s say this: I would have to do some hard think about what’s going on.”
• Arm: “Buy some Arm now, and buy some Arm below 50. I think Rene Haas is terrific, I like the company very much. I do think the tech rally is going to reignite, and that’s a very good stock to own.”
• Novavax: “None whatsoever.”
• GE Healthcare: “It’s finally happening, the sellers have wised up…This stock is a buy, it’s coming back, it looks like it’s headed to 75.”
• Marvell: “I think Matt Murphy is doing a terrific job, I think they’ve got a tremendous product…And the answer is [buy, buy, buy, buy].”

Ticker: ATRO, VZ, ARNM, NVAX, GEHC, MRVL

 

(6) [No Video Clip for non-Club Member] Economic numbers show a deterioration in purchasing power for the lower, middle class: Jim Cramer (https://www.cnbc.com/video/2023/09/28/economic-numbers-show-a-deterioration-in-purchasing-power-for-the-lower-middle-class-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the consumer’s relationship to the economy and Fed policy.

 

Other Stocks Discussed (Calls with Audiences): Booking Holdings (BKNG), Disney (DIS) [sell sell sell], Bank of America (BAC) [hold], CME Group (CME)

 

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

****************************

前回のエピソード

次回のエピソード

 

[投稿者]

投稿