Mad Money: 2024年6月27日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年6月27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) How is Amazon hurting Walgreens’ business? Jim Cramer explains (https://www.cnbc.com/2024/06/27/amazon-walgreens-jim-cramer.html)

• CNBC’s Jim Cramer told investors why he thinks Amazon is making it hard for Walgreens to succeed.
• Walgreens earnings fell short of Wall Street’s expectations, and shares plunged 22% on Thursday.

Ticker: AMZN, WBA

(2) [No Video Clip for non-Club members] Executive Interview: Micron CEO Sanjay Mehrotra goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/06/27/micron-ceo-sanjay-mehrotra-goes-one-on-one-with-jim-cramer.html)

Micron President and CEO Sanjay Mehrotra joins ‘Mad Money’ host Jim Cramer to talk Micron’s chip offerings, its recent earnings report, and more.

Ticker: MU

(3) [No Video Clip for non-Club members] Corning feels like a stealth play on the hottest trend in the world, says Jim Cramer (https://www.cnbc.com/video/2024/06/27/corning-feels-like-a-stealth-play-on-the-hottest-trend-in-the-world-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Corning’s quarterly report and how to play the glassware maker.

Ticker: GLW

(4) AeroVironment CEO describes how drones are the future of modern warfare

(https://www.cnbc.com/2024/06/27/aerovironment-ceo-describes-how-drones-are-the-future-of-modern-warfare.html)

• In a Thursday interview with CNBC’s Jim Cramer, AeroVironment CEO Wahid Nawabi described how his company’s drones are used in battle, saying the technology will be a significant part of modern warfare.
• “The fundamental shift in warfare is that distributed intelligent robotic systems, loitering munitions, small drones — that’s what we specialize in — is going to be a much bigger piece of the warfare in the future,” he said.

Ticker: AVAV

(5) Cramer’s Lightning Round: ‘Hold on to’ Marvell Technology (https://www.cnbc.com/2024/06/27/cramers-lightning-round-hold-on-to-marvell-technology.html)

• Palantir: ”…It’s one big, giant black box except for the consumer product goods company, so I’m going to have to say there’s other people better to ask.”
• GameStop: “GameStop raised enough money off the backs of the apes, the memes, the kitties — whatever — that they can reinvent the company. If they reinvent the company, then you’re absolutely right. They have such a big war chest that they can just close all the bad GameStops, and, you know what, they can open nationwide ice cream parlors.”
• Recursion Pharmaceuticals: ”…I don’t like desperation. Let’s eliminate desperation.”
• IonQ: “This is a company that if it were actually to make money, I would start liking it.”
• Marvell Technology: “You should hold on to it.”

Ticker: PLTR, GME, RXRX, IONQ, MRVL

(6) [No Video Clip for non-Club members] Jim Cramer talks cutting through the noise with company guidance (https://www.cnbc.com/video/2024/06/27/jim-cramer-talks-cutting-through-the-noise-with-company-guidance.html)

‘Mad Money’ host Jim Cramer advises investors on how to cut through the noise during earnings season.

Ticker: LVIS

 

Other Stocks Discussed (calls with audience):Nucor Corporation (NUE), Datadog, Inc. (DDOG) [can go higher]

 

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）

Disclaimer

****************************

前回のエピソード

次回のエピソード

[投稿者]

投稿