Mad Money: 2023年11月29日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月29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) Cramer points to signs the market is broadening beyond the ‘Magnificent Seven’ (https://www.cnbc.com/2023/11/29/cramer-says-market-is-broadening-out-beyond-the-magnificent-seven.html)

• CNBC’s Jim Cramer on Wednesday said investors have renewed interest in stocks beyond the “Magnificent Seven.”
• “With interest rates peaking a month ago and a growing sense that the Federal Reserve might actually be done tightening as inflation comes down, let’s face it: we’ve got a whole new market,” he said.

Ticker: ROVR, BX, PSX, SCHW, GM, GPS, FL, HUM (owned by charitable trust],

 

(2) Executive Interview: CrowdStrike CEO says AI can help prevent ransomware attacks (https://www.cnbc.com/2023/11/29/crowdstrike-ceo-says-ai-can-help-prevent-ransomware-attacks.html)

• CrowdStrike CEO George Kurtz told CNBC’s Jim Cramer why AI can help companies fight against cybercrime.
• “We can identify these pieces of ransomware without ever seeing them in the past. And that’s different than signature-based technologies that are out there today,” Kurtz said.

Ticker: CRWD

 

(3) Executive Interview: Salesforce CEO lauds data cloud business, says new customers drove the quarter’s success (https://www.cnbc.com/2023/11/29/salesforce-ceo-lauds-data-cloud-business-says-new-customers-drove-the-quarters-success.html)

• Salesforce CEO Marc Benioff told CNBC’s Jim Cramer what contributed to his company’s better-than-expected Wednesday earnings report.
• He praised the company’s Data Cloud product, which he said gained a thousand new customers during the quarter.

Ticker: CRM

 

(4) [No Video Clip for non-Club Member]  Executive Interview: Snowflake CEO Frank Slootman: Consumption models are incredibly equitable to customers (https://www.cnbc.com/video/2023/11/29/snowflake-ceo-frank-slootman-consumption-models-are-incredibly-equitable-to-customers.html)

Snowflake CEO Frank Slootman joins ‘Mad Money’ host Jim Cramer fresh off of earnings to talk large language models, revenue guidance, customer trends and more.

Ticker: SNOW

 

(5) Cramer’s Lightning Round: ‘Stay away’ from Catalent (https://www.cnbc.com/2023/11/29/cramers-lightning-round-stay-away-from-catalent.html)

• Vishay Intertechnology: “The stock is way too cheap…This is one of those moments where I think you’ve got to buy Vishay.”
• Abbott Laboratories: “Abbot Lads has gotten way too cheap…I say buy.”
• Riot Platforms: “They don’t make any money…If you want to do Bitcoin, own Bitcoin.”
• Anheuser-Busch: “Sell BUD, buy Constellation.”
• Catalent: “Stay away from Catalent.”
• Moelis & Company: “The stock has come down too much. I work with them, I know them, I think they’re high quality…I say buy.”

Ticker: VSH[buy buy buy], ABT [too cheap], RIOT, CFLT, BUD, CTLT, MC

 

(6) [No Video Clip for non-Club Member] Jim Cramer talks the business of cybersecurity (https://www.cnbc.com/video/2023/11/29/jim-cramer-talks-the-business-of-cybersecurity.html)

‘Mad Money’ host Jim Cramer talks the business of cybersecurity after a string of high profile hacks and cyberattacks.

 

Other Stocks Discussed (Calls with Audiences):　Bristol Myers (BMY) [going no where]

 

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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