Mad Money: 2024年7月25日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年7月25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) Executive Interview: U.S. Secretary of Commerce talks domestic chip production: ‘There’s no place to be reckless here or play politics’ (https://www.cnbc.com/2024/07/25/us-secretary-of-commerce-talks-domestic-chip-production.html)

• In a Thursday interview with CNBC’s Jim Cramer, U.S. Secretary of Commerce Gina Raimondo stressed the importance of domestic chip production and said the country is on track to meet its end-of-decade goal.
• “My boss, President Biden, has been crystal clear on this topic, and I think there’s no place to be reckless here or play politics with this,” Raimondo said. “It’s time to get serious and have serious solutions to these issues, which is exactly why we passed the CHIPS act, and exactly what we’re doing in implementing it.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Hasbro CEO Chris Cocks goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/07/25/hasbro-ceo-chris-cocks-goes-one-on-one-with-jim-cramer.html)

Hasbro CEO Chris Cocks joins ‘Mad Money’ host Jim Cramer to talk quarterly results, consumer trends, growth areas for the company and more.

Ticker: HAS

 

(3) Executive Interview: Cracker Barrel CEO gives progress update on the chain’s turnaround plan (https://www.cnbc.com/2024/07/25/cracker-barrel-ceo-gives-progress-update-on-the-chains-turnaround-plan-.html)

• Cracker Barrel CEO Julie Masino on Thursday told CNBC’s Jim Cramer how her company is moving forward with its turnaround plan.
• She called the next fiscal year “an investment year,” saying the company is not expecting results in the immediate future.

Ticker: CBRL

 

(4) [No Video Clip for non-Club members] Executive Interview: Dow CEO Jim Fitterling talks Q2 results after missing on top and bottom lines (https://www.cnbc.com/video/2024/07/25/dow-ceo-jim-fitterling-talks-q2-results-after-missing-on-top-and-bottom-lines.html)

Dow Chairman and CEO Jim Fitterling joins ‘Mad Money’ host Jim Cramer to talk Q2 results after missing on top and bottom line.

Ticker: DOW

(5) Cramer’s Lightning Round: Dell is a buy (https://www.cnbc.com/2024/07/25/cramers-lightning-round-dell-is-a-buy.html)

• Dell: ”[buy, buy, buy!] You want to buy it.”
• Five Below: “I am very mystified by Five Below, I don’t know what happened there. I know there were many operational problems — CEO leaves, they don’t really explain what’s going on…Until they get their act together, I have nothing good to say about them.”
• Toyota: “I don’t really want to auto stocks right here…They’ve just become way too dicey, prices are coming down. Let’s say no to the autos, other than GM.”
• CrowdStrike: “I think CrowdStrike’s going to bottom here…I don’t want to write this company off, Kurtz is too good.”
• A10 Networks: “It’s network security. If you’re going to do network security, I’m still going to say Palo Alto.”
• Dream Finders Homes: “It’s kind of interesting, it’s a single-family home, and I like that business very much.”

Ticker: DELL, FIVE, TM, CRWD, ATEN, DFH

 

(6) [No Video Clip for non-Club members] Ford’s warranty issues are a thing of the present, not the past, says Jim Cramer (https://www.cnbc.com/video/2024/07/25/fords-warranty-issues-are-a-thing-of-the-present-not-the-past-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how Ford is losing its way and what needs to happen to course correct.

Ticker: F [charitable trust owns F (made mistake in buying F), ENVD, GOOGL]

 

Other Stocks Discussed (calls with audience):

 

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

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