Mad Money: 2024年5月28日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年5月28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) Cramer examines the bull cases for Nvidia as it sets new highs (https://www.cnbc.com/2024/05/28/cramer-examines-the-bull-cases-for-nvidia-as-it-sets-new-highs.html)

• CNBC’s Jim Cramer on Tuesday said he still believes investors should own Nvidia, not trade it, but be aware that the company’s rally may not continue.
• Cramer reviewed a few bullish takes on Nvidia, including a case for the stock from Melius analyst Ben Reitzes and an ultra-bullish view from Dan Fitzpatrick.

Ticker: NVDA

 

(2) Jim Cramer explains why stock splits can bring gains (https://www.cnbc.com/2024/05/28/jim-cramer-explains-why-stock-splits-can-bring-gains.html)

• CNBC’s Jim Cramer explained why Nvidia’s 10-for-1 stock split last week can give companies a boost.
• A stock split doesn’t materially change the value of an investment, rather it just means a company is dividing its shares in such a way that each individual share is cheaper.

Ticker: NVDA, LRCX, WMT, COO, CMG

 

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer goes off the charts with the S&P 500 (https://www.cnbc.com/video/2024/05/28/jim-cramer-goes-off-the-charts-with-the-sp-500.html)

‘Mad Money’ host Jim Cramer goes Off the Charts to get technical with the S&P 500.

(4) [No Video Clip for non-Club members] Executive Interview: Cloudflare CEO Matthew Prince goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/05/28/cloudflare-ceo-matthew-prince-goes-one-on-one-with-jim-cramer.html)

Cloudflare Co-Founder and CEO Matthew Prince joins ‘Mad Money’ host Jim Cramer ahead of Cloudflare’s Investor Day.

Ticker: NET

 

(5) Cramer’s Lightning Round: Apple is a buy (https://www.cnbc.com/2024/05/28/cramers-lightning-round-apple-is-a-buy.html)

• Datadog: “I want to see what Salesforce reports tomorrow, because Workday was not as good as I’d like. If Salesforce is not as good as I’d like, then Datadog’s going to go down. Let’s hold off for a day.”
• Axcelis Technologies: “That company is a very good semiconductor that’s been left behind. I find that very interesting.”
• Tegna: “This is TV stations, and I just don’t care for anything involving linear TV.”
• Apple: “I think Apple is a buy here.”
• Novo Nordisk: “NVO is a good growth stock, but I like LLY better.”
• Bristol-Myers: ”…It’s going to be a long wait. And if I want to be paid to wait, I’d rather be in Pfizer than I would be in Bristol-Myers.
• Great Lakes Dredge & Dock: “I am going to have to do some work on that one.”
• T. Rowe Price: “I think T. Rowe Price is such a bargain…I’d love to join you in owning that one.”
• Palantir: “It’s very tough to understand what they really do for the government. So, therefore, I am no longer going to say that that’s a stock to own.”

Ticker: DDOG, ACLS, TGNA, AAPL, NOVO, BMY, GLDD, TROW, PLTR

 

(6) [No Video Clip for non-Club members] There’s a major divide between the haves and have-nots in this country, says Jim Cramer (https://www.cnbc.com/video/2024/05/28/theres-a-major-divide-between-the-haves-and-have-nots-in-this-country-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the divide between most Americans and the ultra-wealthy.

 

Other Stocks Discussed (calls with audience): Yelp (YELP) [no earning momentum] , Astera Labs (ALAB) [wait for coming in], Blackstone (BX) [stock is not doing well but there is a value, hold on], Builders FirstSource (BLDR), Lululemon (LULU) [wait]

 

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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