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2024年9月16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) Cramer says to ‘sit on your hands’ until the Fed makes a rate cut decision (https://www.cnbc.com/2024/09/16/cramer-says-to-sit-on-your-hands-until-the-fed-rate-decision.html)
- CNBC’s Jim Cramer said the best course of action is to hold off on making any moves until the Federal Reserve announces interest rate cuts.
- “There’s so much hot money coming out of tech and into non-tech, I don’t want you to get in the way of that, because without a half-point cut, I’d say that the non-tech part of the stock market will have suddenly become overvalued,” he said.
- He suggested that if the Fed decides to cut rates by 0.25%, investors will shift back into tech, and Monday’s winners will suffer.
(2) Executive Interview: Broadcom CEO explains why the company increased AI revenue guidance (https://www.cnbc.com/2024/09/16/broadcom-ceo-explains-why-the-company-increased-ai-revenue-guidance.html)
- In a Monday interview with CNBC’s Jim Cramer, Broadcom CEO Hock Tan detailed why the semiconductor company hiked up its guidance for artificial intelligence revenue during its earnings report earlier this month, saying huge enterprises are invested in the products.
- “We are in a segment of the market in AI where we are addressing several hyperscalers,” he said. “And these hyperscalers have very strong incentive, ambition to towards building continually, investing in large language models to basically create models that are smarter and smarter.”
Ticker: AVGO
(3) Executive Interview: E.l.f. Beauty CEO says low prices have helped company thrive as cosmetics industry slows (https://www.cnbc.com/2024/09/16/elf-beauty-ceo-says-low-prices-have-helped-company-see-gains.html)
- E.l.f. Beauty CEO Tarang Amin told CNBC’s Jim Cramer on Monday that the company has performed well even as the cosmetics industry goes through a rough patch.
“The core of our proposition is taking the best of beauty and making it accessible for every eye, lip, face and skin need,” he said. - “And that’s really the key to our success is we can take inspiration from our community, the best products of prestige, and introduce them at a fraction of the cost.”
Ticker: ELF
(4) [No Video Clip for non-Club members] Executive Interview: ARM is seeing a lot of growth in its data centers, says CEO Rene Haas (https://www.cnbc.com/video/2024/09/16/arm-is-seeing-a-lot-of-growth-in-its-data-centers-says-ceo-rene-haas.html)
ARM CEO Rene Haas joins ‘Mad Money’ host Jim Cramer to talk power demands for AI data, software demand, how its benefiting from the AI hype cycle and more.
Ticker: ARM
(5) Cramer’s Lightning Round: Herbalife is ‘too controversial, too crazy’ (https://www.cnbc.com/2024/09/16/cramers-lightning-round-herbalife-is-too-controversial-too-crazy.html)
- NextEra Energy: “Red hot stock, but the cohort’s red hot. I don’t think it’s done, I think it can go higher.”
- Alight: “I want to see that company actually make money before I opine on it. It has not been able to do so so far.”
- Herbalife: “No growth. Don’t want to touch it. Too controversial, too crazy. Let’s move on.”
- Microsoft: “I like Microsoft.”
- Hewlett Packard: ”…It is a very inexpensive stock, and I am inclined down here at $17 to be as positive as you are.”
Ticker: NEE, ALIT, HLF, MSFT, HPE
(6) [No Video Clip for non-Club members] Initial reads are rarely indicative of actual demand, says Jim Cramer on Apple iPhone 16 reports (https://www.cnbc.com/video/2024/09/16/initial-reads-are-rarely-indicative-of-actual-demand-says-jim-cramer-on-apple-iphone-16-reports.html)
‘Mad Money’ host Jim Cramer looks at a recent report that Apple’s iPhone 16 demand might be underperforming expectations.
Other Stocks Discussed (calls with audience): Coinbase (COIN) [No], Lam Research Corporation (LRCX)
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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