Mad Money: 2024年9月6日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年9月6日(金)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’s week ahead: Apple’s iPhone 16 launch, consumer price index and Oracle earnings (https://www.cnbc.com/2024/09/06/cramers-week-ahead-apples-iphone-16-cpi-and-oracle-earnings.html)

• CNBC’s Jim Cramer highlighted the launch of a new iPhone from Apple, earnings from enterprise software company Oracle and a consumer price index reading.
  He also opined on the nature of September, saying it is usually a rough time for the market.
• “You can try your hand at being nimble on any rip up and do some selling. Or you raise a little cash, stand pat and then wait for lower prices to do some buying,” he said.

 

(2) Cramer pushes back against a ‘new and negative AI narrative’ on Wall Street (https://www.cnbc.com/2024/09/06/cramer-pushes-back-against-a-new-and-negative-ai-narrative-on-wall-street.html)

• CNBC’s Jim Cramer on Friday argued against a “new and negative AI narrative” some on Wall Street have adopted that suggests large-scale spending on artificial intelligence has peaked.
• “I believe that AI infrastructure remains the greatest story of our time,” he said. “The data center, the hardware, and the software for it are so much stronger than the bears think.”

Ticker: AVGO, GOOGL,MSFT

 

(3) [No Video Clip for non-Club members] Executive Interviews: Sweetgreen CEO Jonathan Neman goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/09/06/sweetgreen-ceo-jonathan-neman-goes-one-on-one-with-jim-cramer.html)

Sweetgreen co-founder and CEO Jonathan Neman, joins ‘Mad Money’ host Jim Cramer to talk the company’s investment in automation, pricing power, expansion plans and more.

Ticker: SG

 

(4) [No Video Clip for non-Club members] Cramer on Lululemon: The core business is struggling and there’s a lot of new competition in athleisure (https://www.cnbc.com/video/2024/09/06/cramer-on-lululemon-the-core-business-is-struggling-and-theres-a-lot-of-new-competition-in-athleisure.html)

‘Mad Money’ host Jim Cramer takes a deep dive into Lululemon’s earnings and stock moves after reporting.

Ticker: LULU

 

(5) Cramer’s Lightning Round: ‘I like’ GE Vernova (https://www.cnbc.com/2024/09/06/cramers-lightning-round-i-like-ge-vernova.html)

• GE Vernova: “I like that stock…We’re all looking for situations where we can play the environment and corporations, and we’ve got it.”
• Veralto: “I think it’s a very well-run company…I’m not sure how much more we can go higher unless it makes an acquisition or really accelerates earning, and I don’t see that happening.
• Lam Research: “Lam Research has gone down too much…I’d rather be a buyer, but buy it slowly, do not buy it once, that will only lead to pain.”
• Eastman Chemical: “I think the stock, with a 3% yield, is one of the better, one of the better plastic stocks in the market.”

Ticker: GEV, VLTO, LRCX, EMN

 

(6) [No Video Clip for non-Club members]  Am I diversified: Jim Cramer grades viewer portfolios for diversification (https://www.cnbc.com/video/2024/09/06/jim-cramer-grades-viewer-portfolios-for-diversification.html)

‘Mad Money’ host Jim Cramer looks at viewer portfolios to deem if they are diversified or if there’s work to do.

• AAPL, COST, NVDA, CAT, LLY — cannot have two tech stocks (AAPL and NVDA) in 5 stock portfolio
• ANET, VZ, MS, IBM, GEHC — 2 tech (ABET and IBM) keep ANET

 

Other Stocks Discussed (calls with audience): GE HealthCare Technologies Inc. (GEHC), Keurig Dr Pepper Inc. (KDP)

 

 

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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