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2024年3月19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) Jim Cramer names some non-tech Nvidia partners to watch (https://www.cnbc.com/2024/03/19/jim-cramer-names-some-of-the-non-tech-nvidia-partners-to-watch.html)
- CNBC’s Jim Cramer shared insights from his time at Nvidia’s conference in San Jose, highlighting some of the company’s lesser-known partners.
- “I think the non-tech partners could represent the best opportunities because they fly under the radar compared to the megacap techs that we’re always hearing about and talking about,” Cramer said.
Ticker: JNJ, GEHC, MDT, SSTK, GETY
(2) Executive Interview: Nvidia CEO Jensen Huang says ‘AI computing ramp’ is only beginning and will last years (https://www.cnbc.com/2024/03/19/nvidia-ceo-jensen-huang-says-ai-computing-ramp-is-only-beginning-and-will-last-years.html)
- Nvidia CEO Jensen Huang told CNBC’s Jim Cramer on Tuesday that investments in artificial intelligence computing are still in the early innings.
- “We’re in the beginning of this AI computing ramp,” he said. “And we’re in the beginning of the accelerated computing ramp. It’s going to last a few years.”
Ticker: NVDA
(3) Executive Interview: CEO explains why Synopsys is ‘mission critical’ to designing graphics chips (https://www.cnbc.com/2024/03/19/ceo-explains-why-synopsys-is-mission-critical-to-designing-chips.html)
- In a Tuesday interview with CNBC’s Jim Cramer, Synopsys CEO Sassine Ghazi explained his company’s role in creating graphics chips.
- Synopsys works with Nvidia, one of the biggest names in the AI space.
Ticker: SNPS
(4) [No Video Clip for non-Club members]Executive Interview: Snowflake CEO: By integrating AI we will democratize access to Snowflake’s data (https://www.cnbc.com/video/2024/03/19/snowflake-ceo-by-integrating-ai-we-will-democratize-access-to-snowflakes-data.html)
Snowflake CEO Sridhar Ramaswamy sits down with ‘Mad Money’ host Jim Cramer to discuss its role in the AI ecosystem, its partnership with Nvidia, its guidance for the fiscal year and more.
Ticker: SNOW
(5) Cramer’s Lightning Round: iRobot is a sell (https://www.cnbc.com/2024/03/19/cramers-lightning-round-irobot-is-a-sell.html)
- iRobot: ”[sell, sell, sell!]”
- Dominion: “I don’t like Dominion, I do not like Dominion. I think that they made a lot of mistakes with their balance sheet.”
- Rivian: “I think it’s a well-run company. I’d rather buy the car than the stock.”
- DraftKings: “I want to pause on that one. I don’t want you to buy it up here. Let it come in.”
- Plains All American Pipeline: “I see you, and I raise you with Enterprise Products Partners, which is a better company.”
Ticker: IRBT, D, RIVN, DKNG, PAA
(6) [No Video Clip for non-Club members] I was shocked and thrilled with what I found in Nvidia’s health care division, says Jim Cramer (https://www.cnbc.com/video/2024/03/19/i-was-shocked-and-thrilled-with-what-i-found-in-nvidias-health-care-division-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer breaks down what he is seeing at Nvidia’s annual conference.
Other Stocks Discussed (calls with audience): DR Horton (DHI)
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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