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2024年2月1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 the valuation of Big Tech megacaps is well-deserved (https://www.cnbc.com/2024/02/01/jim-cramer-says-the-valuation-of-big-tech-megacaps-is-well-deserved.html)
- CNBC’s Jim Cramer on Thursday told investors not to be wary of the tech megacap stocks’ success as it’s backed up with solid profitability.
- These dominant stocks include all members of the “Magnificent Seven.”
- “They didn’t get their trillion-dollar valuations by fooling the most people,” he said. “They got there because there was nowhere else for them to go but up.”
(2) [No Video Clip for non-Club Member] Executive Interview: Brinker International CEO Kevin Hochman goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/02/01/brinker-international-ceo-kevin-hochman-goes-one-on-one-with-jim-cramer.html)
Brinker International President and CEO Kevin Hochman joins ‘Mad Money’ host Jim Cramer to talk quarterly results, improving customer experience and more.
(3) Cramer says the IPO market has been ‘hit or miss,’ telling investors to stay away from Amer Sports (https://www.cnbc.com/2024/02/01/cramer-tells-investors-to-stay-away-from-amer-sports.html)
- Even though the IPO market is heating up, CNBC’s Jim Cramer said it’s seen some poor offerings, including Amer sports.
- Cramer was wary of the company’s balance sheet and the fact that much of its growth comes from sales in China.
(4) [No Video Clip for non-Club Member] Executive Interview: We have three main businesses which gives us a lot of stability and diversification, says Santander’s Ana Botin (https://www.cnbc.com/video/2024/02/01/we-have-three-main-businesses-which-gives-us-a-lot-of-stability-and-diversification-says-santanders-ana-botin.html)
Banco Santander’s Executive Chair Ana Botin joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, the global banking sector and more.
(5) Cramer’s Lightning Round: SLB is a buy (https://www.cnbc.com/2024/02/01/cramers-lightning-round-slb-is-a-buy.html)
- Chewy: “I think it’s fine…I think it’s very low, and that’s something worth taking a look.”
- JetBlue: “These are airline stocks, and the airline stocks should have been making a lot more money, and I’m not going to start inventing reasons why we should own them. I just don’t have any.”
- Home Depot: “I like Home Depot, it’s had a very big run.”
- SLB: “They’re doing well…I think you should by some SLB.”
Ticker: CHWY, JBLU, HD, SLB
(6) [No Video Clip for non-Club Member] General Electric could be the best industrial right now, says Jim Cramer (https://www.cnbc.com/video/2024/02/01/general-electric-could-be-the-best-industrial-right-now-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer digs into the industrial space.
Other Stocks Discussed (calls with audience): Chinese stocks [cheapest stocks in the market], Sprint Airline (SAVE) [sell sell sell], PayPal (PYPL) [inexpensive, buy now and buy more in the way down]
参考: この日の放送に関するその他のサイトへのリンク
- Podcast at Spotify (音声）
- Internet Archive（1分毎のビデオ＆テキスト）
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