Mad Money: 2024年8月29日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年8月29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 names four worthwhile stocks that were ‘lost in the Nvidia shuffle’ (https://www.cnbc.com/2024/08/29/cramer-names-four-stocks-that-were-lost-in-the-nvidia-shuffle.html)

• CNBC’s Jim Cramer on Thursday told investors he hopes Wall Street will abandon a larger-than-life view of Nvidia now that the company’s long-awaited earnings report is in the rearview mirror.
• Perhaps investors can now turn their attention to other worthwhile stocks that “have been lost in the Nvidia shuffle,” he said.

Ticker: NVDA, AMD, AAPL, AMZN, CRM

 

(2) Executive Interview: CEO says CrowdStrike is ‘willing and open’ to a resolution with Delta after airline’s legal threat (https://www.cnbc.com/2024/08/29/ceo-says-crowdstrike-is-open-to-a-resolution-with-delta-after-legal-threat.html)

• In a Thursday interview with CNBC’s Jim Cramer, CrowdStrike CEO George Kurtz said the cybersecurity company is open to finding a resolution with Delta, which threatened legal action after a massive July outage allegedly cost the airline millions.
• “If, you know, folks could sit down, have a business conversation around this and try to come to a resolution, obviously we’re open to that,” Kurtz said. “Delta’s a customer, and like any customer, you want to try to get this resolved in the, in the most expeditious way, and we’re certainly willing and open to do that.”

Ticker: CRWD

 

(3) [No Video Clip for non-Club members] Jim Cramer breaks down the AI applications Nvidia detailed on its conference call (https://www.cnbc.com/video/2024/08/29/jim-cramer-breaks-down-the-ai-applications-nvidia-detailed-on-its-conference-call.html)

‘Mad Money’ host Jim Cramer looks at what we heard from Nvidia last night in terms of their AI offerings.

Ticker: NVDA

 

(4) Executive Interview: Gap CEO describes the retailer’s ‘reinvigoration strategy’ after a successful quarter (https://www.cnbc.com/2024/08/29/gap-ceo-describes-reinvigoration-strategy-after-a-successful-quarter.html)

• In a Thursday interview with CNBC’s Jim Cramer, Gap CEO Richard Dickson detailed what’s contributing to the company’s successful turnaround efforts so far, including new marketing and branding.
• Dickson took the reigns at Gap about a year ago, and sales have improved across the company’s brands — Banana Republic, Athleta, Old Navy and its namesake — since then.

Ticker: GAP

 

(5) Cramer’s Lightning Round: ADMA Biologics is ‘a very speculative situation’ (https://www.cnbc.com/2024/08/29/cramers-lightning-round-adma-biologics-is-a-very-speculative-situation.html)

• ADMA Biologics: “This is a very speculative situation…Any time there’s immunity compromised patients, there’s some big money down the road.”
• MP Materials: “This is one of those situations that is very difficult…If they don’t pull out of the tailspin of losses, then it just doesn’t matter.”
• Delcath Systems: “There’s no investing. At this point, it is speculating.”

Ticker: ADAM, MP, DCTH

 

(6) [No Video Clip for non-Club members] Many people told me CrowdStrike was finished, the opposite occurred, says Jim Cramer (https://www.cnbc.com/video/2024/08/29/many-people-told-me-crowdstrike-was-finished-the-opposite-occurred-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer stresses the importance of keeping the faith in certain stocks.

 

Other Stocks Discussed (calls with audience): Ford (F)

 

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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