- このトピックは空です。
-
投稿
-
-
2024年2月20日(火)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) Ahead of Nvidia earnings, Cramer says the AI giant isn’t anywhere near its peak (https://www.cnbc.com/2024/02/20/ahead-of-nvidia-earnings-cramer-says-it-hasnt-reached-its-peak.html)
- Ahead of Nvidia’s quarterly report, Cramer reminded investors why he feels so strongly they should buy, not trade, the company’s stock.
- “Open your eyes, people,” Cramer said. “If you think that Nvidia’s quarter is one and done, you’re also thinking that AI is one and done.”
Ticker: NVDA
(2) Executive Interview: Walmart CEO says the big-box retailer is well-positioned to grow its advertising business (https://www.cnbc.com/2024/02/20/walmart-ceo-says-company-is-well-positioned-to-grow-its-ad-business.html)
- Walmart CEO Doug McMillon told CNBC’s Jim Cramer that his company has unique advantages in the advertising space.
- “When you grow your digital reach, and you’ve got an e-commerce business that’s scaling like ours is,” McMillon said, “You get an opportunity to sell advertisements, and we can connect the dots for advertisers.”
Ticker: WMT
(3) [No Video Clip for non-Club members] I can’t get behind Robinhood’s stock long-term, says Jim Cramer (https://www.cnbc.com/video/2024/02/20/i-cant-get-behind-robinhoods-stock-long-term-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks Robinhood’s recent stock climb and how you should view the stock.
Ticker: HOOD
(4) Executive Interview: CEO says Palo Alto Networks didn’t lower its guidance due to lack of demand: ‘There is no cybersecurity abyss’ (https://www.cnbc.com/2024/02/20/ceo-says-palo-alto-networks-didnt-lower-its-guidance-due-to-lack-of-demand.html)
- Palo Alto Networks CEO Nikesh Arora reviewed the cybersecurity company’s recent earnings report with CNBC’s Jim Cramer, saying product demand is not an issue.
- Palo Alto managed to beat Wall Street’s earnings expectations, but it lowered its full-year guidance, which sent its stock plummeting in after-hours trading.
Ticker: PANW
(5) Cramer’s Lighting Round: ‘Ring the register’ on Celestica (https://www.cnbc.com/2024/02/20/cramers-lighting-round-ring-the-register-on-celestica.html)
- MPLX: “I like it very much, I like the pipelines…That’s a very good situation.”
- Taiwan Semiconductor: “We’re going to let these stocks come in a little here…We cannot be so eager to buy first dip.”
- Celestica: “You’re going to ring the register, you’re literally going to sell one third of it. Celestica is a very dicey situation.”
Ticker: MPLX, TSM, CLS,
(6) [No Video Clip for non-Club members] Jim Cramer talks rate cuts and if they are even needed (https://www.cnbc.com/video/2024/02/20/jim-cramer-talks-rate-cuts-and-if-they-are-even-needed.html)
‘Mad Money’ host Jim Cramer talks inflation and rate cuts and if the Federal reserve even needs to cut rates.
Ticker: WMT, KR,
Other Stocks Discussed (calls with audience): RTX Corporation (RTX), Block (SQ)
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）
****************************
前回のエピソード 次回のエピソード
-
- トピック「Mad Money: 2024年2月20日(火)の放送の要点」には新しい返信をつけることはできません。