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2024年4月3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) Jim Cramer says the AI buzz is far from a bubble — the game has yet to start (https://www.cnbc.com/2024/04/03/jim-cramer-says-the-ai-buzz-is-far-from-a-bubble-the-game-has-yet-to-start.html)
- CNBC’s Jim Cramer on Wednesday implored investors to resist the notion in recent days that the rise of artificial intelligence is in its late stages, instead arguing the technology’s impact is only beginning to be felt.
- Cramer cautioned that it isn’t prudent to so quickly dismiss AI bellwethers like chipmaker Nvidia in favor of high-performing refinery and dollar store stocks.
(2) [No Video Clip for non-Club members] Executive Interview: CSX CEO Joseph Hinrichs goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/04/03/csx-ceo-joseph-hinrichs-goes-one-on-one-with-jim-cramer.html)
CSX President and CEO Joseph Hinrichs joins ‘Mad Money’ host Jim Cramer to talk the Port of Baltimore closure, coal exports, its inspection process and more.
Ticker: CSX
(3) [No Video Clip for non-Club members] Jim Cramer on why he’s feeling bullish on small-caps (https://www.cnbc.com/video/2024/04/03/jim-cramer-on-why-hes-feeling-bullish-on-small-caps.html)
‘Mad Money’ host Jim Cramer takes a look at the state of small caps and shares why he’s feeling bullish on the space.
(4) [No Video Clip for non-Club members] Executive Interview: Sharkninja CEO Mark Barrocas: Being a public company allows people to become familiar with us (https://www.cnbc.com/video/2024/04/03/sharkninja-ceo-mark-barrocas-being-a-public-company-allows-people-to-become-familiar-with-us.html)
(5) Lightning Round: Don’t sell Lowe’s right now, says Jim Cramer (https://www.cnbc.com/video/2024/04/03/lightning-round-dont-sell-lowes-right-now-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer weighs in on stock including: Nextracker, Popular, Viper Energy, Highpeak, Align and more.
Ticker: NXT, BPOP, NNOM, HPK, ALGN, LOW, GXO, NCLH
(6) [No Video Clip for non-Club members] Nothing major is happening with the consumer as long as employment stays strong, says Jim Cramer (https://www.cnbc.com/video/2024/04/03/nothing-major-is-happening-with-the-consumer-as-long-as-employment-stays-strong-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at the retail space to get a read on the state of the consumer.
Other Stocks Discussed (calls with audience): Arm (ARM) [No time target, I will buy], Zoetis (ZTS), General Motors (GM) [buy at any weakness, the stock will going higher], Domino (DPZ), MP Materials (MP) [good company, might not be a good stock]
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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