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2024年7月15日(月)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 stocks that could rally, or fall, during a second Trump presidency (https://www.cnbc.com/2024/07/15/cramer-names-stocks-that-could-rally-or-fall-if-trump-wins-in-2024.html)
- CNBC’s Jim Cramer on Monday named stocks that could stand to see gains if former President Donald Trump returns to the White House, as well as ones that may notch losses.
- “After this weekend, it sure seems like the Trump stocks are back,” he said. “Just keep in mind that plenty of companies are great enough to transcend politics, and sometimes what counts as a Trump stock can change on a dime.”
(2) [No Video Clip for non-Club members] Are the bears or bulls right on Spotify? Cramer dives into the analyst calls and gives his take (https://www.cnbc.com/video/2024/07/15/are-the-bears-or-bulls-right-on-spotify-cramer-dives-into-the-analyst-calls-and-gives-his-take.html)
‘Mad Money’ host Jim Cramer looks at Spotify’s stock moves over the last few years and the bear and bull cases for the stock.
Ticker: SPOT
(3) [No Video Clip for non-Club members] Cramer on Ardagh Metal: Dividend is where I start to get a little squeamish (https://www.cnbc.com/video/2024/07/15/cramer-on-ardagh-metal-dividend-is-where-i-start-to-get-a-little-squeamish.html)
‘Mad Money’ host Jim Cramer weighs in on Ardagh Group’s stock moves and where he sees the stock going.
Ticker: AMBP
(4) Executive Interview: Super Micro Computer CEO talks reducing energy costs and the carbon footprint (https://www.cnbc.com/2024/07/15/super-micro-computer-ceo-talks-reducing-energy-costs-and-carbon-footprint.html)
- In a Monday interview with CNBC’s Jim Cramer, Super Micro Computer CEO Charles Liang said his company is trying to redice data centers’ impact on the environment.
- The server and computer infrastructure company will join the Nasdaq 100 later this month.
Ticker: SMCI
(5) Cramer’s Lightning Round: Arista Networks is a ‘fantastic stock’ (https://www.cnbc.com/2024/07/15/cramers-lightning-round-arista-networks-is-a-fantastic-stock.html)
- Arista Networks: “Go for it. Jayshree Ullal is an amazing businessperson, and I think it’s a fantastic stock.”
- Starwood Property Trust: “He has scared me out of recommending his stock…He has to be a little bit more update for me to think that his stock is worth buying.”
- John Deere: “I don’t want you to sell it down here…It’s very tough to justify owning the stock.”
- NIO: “NIO is one of those stocks where if you sell it right here, some clown will come out and be real positive about it…Let’s just wait until all that stuff happens and then you can sell it.”
Ticker: ANET, STWD, DE, NEO
(6) Cramer looks for optimism in the market after a volatile weekend (https://www.cnbc.com/video/2024/07/15/cramer-looks-for-optimism-in-the-market-after-a-volatile-weekend.html)
‘Mad Money’ host Jim Cramer looks at the road ahead for stocks after a turbulent weekend.
Other Stocks Discussed (calls with audience): Nike (NKE) [cannot buy NKE and SBUX], Veritiv (VRT) [good but resting now], 3M (MMM), Starbucks (SBUX) [held by charitable trust]
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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