Mad Money: 2024年5月2日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2024年5月2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) Cramer says inflation data is driving market action, even during a major earnings week (https://www.cnbc.com/2024/05/02/cramer-says-inflation-data-is-driving-market-action-and-not-earnings.html)

• CNBC’s Jim Cramer said investors need weaker figures from Friday’s labor report if they want stocks to rally, adding that inflation data is what’s truly driving market action.
• He said Wall Street’s desire for rate cuts from the Fed means many are gunning for lower wage inflation and less job creation.

 

(2) [No Video Clip for non-Club members] Brinker International CEO Kevin Hochman goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/05/02/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, Chili’s new ad campaign, growth across income demographics and more.

Ticker: EAT

 

(3) Cramer says he’s willing ‘to pay up’ for Viking, the biggest IPO of the year (https://www.cnbc.com/2024/05/02/cramer-says-hes-willing-to-pay-up-for-viking-biggest-ipo-of-the-year.html)

• CNBC’s Jim Cramer on Thursday reviewed the IPO of Viking, a cruise line whose market debut this week was the biggest of the year so far, and said he’s willing ‘to pay up’ for the stock.
• Viking targets a wealthy consumer and offers luxury voyages with niche destinations like Iceland or Egypt.

Ticker: VIK

 

(4) [No Video Clip for non-Club members] Draftkings CEO Jason Robins talks Q1 results with Jim Cramer (https://www.cnbc.com/video/2024/05/02/draftkings-ceo-jason-robins-talks-q1-results-with-jim-cramer.html)

Draftkings Chairman and CEO Jason Robins joins ‘Mad Money’ host Jim Cramer to look back at Q1, talk the expansion of legalized sports betting, gambling scandals in pro sports and more.

Ticker: DKNG

 

(5) Cramer’s Lightning Round: General Motors is a buy (https://www.cnbc.com/2024/05/02/cramers-lightning-round-general-motors-is-a-buy.html)

• OneMain: ”…It’s a little bit riskier than people would like…It’s a personal loaner. But, you know what, I think the Fed is going to lower rates, so I think it’s going to work for you.”
• SoundHound: “It’s got to make money. It’s losing money. It’s been around forever, and it’s not making money. That’s no good for me.”
• Cracker Barrel: “We’re going to do some work on that. Because I used to recommend this stock, and it has been horrendous, and I haven’t looked at it in may years. So we’ll come back and do that one.”
• General Motors: “I like GM very much [buy, buy, buy!].”
• Heartland Financial USA: “HTLF is a very good regional bank…I think you’re in good hands with that one.”
• NextEra Energy: “It’s losing too much money for me to recommend, I’m sorry.

Ticker: OMF, SOUN, CBRL, GM, HTLF, NEE

 

(6) [No Video Clip for non-Club members] Jim Cramer gets a read on the restaurant industry (https://www.cnbc.com/video/2024/05/02/jim-cramer-gets-a-read-on-the-restaurant-industry.html)

‘Mad Money’ host Jim Cramer gets a closer look at restaurants and fast casual as earnings season winds down.

Ticker: WING, CMG, DPZ, QSR, SBUX

 

Other Stocks Discussed (calls with audience): Etsy (ETSY), Valero (VLO) [buy], Walmart (MWT) [buy, buy, buy; charitable trust owns COST], Boeing (BA), Paramount Global (PARA)

 

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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