Mad Money: 2024年9月17日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年9月17日(火)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 says AI’s real enterprise value lies in customer service (https://www.cnbc.com/2024/09/17/jim-cramer-says-ais-real-enterprise-value-lies-in-customer-service.html)

• CNBC’s Jim Cramer said the value of artificial intelligence is in its customer service potential across industries.
  “It’s the perfect way to run customer interactions rather than using humans who can speak unclearly, don’t really understand you, are impatient and are just plain exhausted,” he said.
• Cramer said it gives enterprise and consumer clients “something better than we already have” and reduces the number of employees businesses need to hire.

 

(2) Executive Interview: Salesforce CEO describes new AI product’s real-life use case in healthcare (https://www.cnbc.com/2024/09/17/salesforce-ceo-describes-new-ai-products-real-life-use-case-in-healthcare.html)

• At Salesforce’s annual Dreamforce conference in San Francisco, CEO Marc Benioff told CNBC’s Jim Cramer on Tuesday about the real-life use cases for his company’s new artificial intelligence product, “Agentforce,” saying the technology can help overworked medical professionals.
• “Our doctors and our nurses are just way burnt out after the pandemic,” Benioff said. “We were able to do the scheduling and other aspects of the patient interaction, and we’re going to resolve this doctor burnout issue.”

Ticker: CRM

 

(3) Siemens USA CEO explains how digital twins work to optimize manufacturing (https://www.cnbc.com/2024/09/17/siemens-usa-ceo-explains-how-digital-twins-work-to-optimize-manufacturing.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Siemens USA CEO Barbara Humpton detailed how her company’s digital twin program lets builders test models virtually before starting production.
• “Digital twin can help you play around with a whole lot of permutations before you start to bend metal — ask yourself, you know, how would this perform, how would that perform,” she said. “It’s tools like that, now are changing everything about how we work.”

 

(4) [No Video Clip for non-Club members] Executive Interview: There’s opportunity is controlling data center energy waste, says Trane Technologies CEO (https://www.cnbc.com/video/2024/09/17/theres-opportunity-is-controlling-data-center-energy-waste-says-trane-technologies-ceo.html)

Trane Technologies Chair and CEO Dave Regnery joins ‘Mad Money’ host Jim Cramer to talk powering data centers, sustainability efforts, its stock hitting a new high and more.

 

(5) Cramer’s Lightning Round: ‘Buy more’ Pfizer (https://www.cnbc.com/2024/09/17/cramers-lightning-round-buy-more-pfizer.html)

• Pfizer: “I like Pfizer here…The answer is yes, buy more.”
• First Solar: “First Solar is an up stock, I like that.”
• Six Flags: “Six Flags, I don’t know, it feels like it’s two flags…This has just been a merger from hell. I’m not really into the stock.”
• Equity Residential: “Total winner. That is just an amazing stock.”
• Moderna: “Moderna’s been a big disappointment.”
• Vertiv: “On a pullback, absolutely…I think it’s a winner.”
• Powell Industries: “I think Powell is a buy.”

Ticker: PFE, FSLR, FUN, EQR, MRNR, VRTX, POWL

 

(6) [No Video Clip for non-Club members] Jim Cramer looks at the latest news out of Intel and how it impacts the balance sheet (https://www.cnbc.com/video/2024/09/17/jim-cramer-looks-at-the-latest-news-out-of-intel-and-how-it-impacts-the-balance-sheet.html)

‘Mad Money’ host Jim Cramer looks at how Intel’s latest announcement could impact the company’s balance sheet.

Ticker: INTC

 

Other Stocks Discussed (calls with audience): United Airlines (UAL)

 

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

---

前回のエピソード

次回のエピソード

 

[投稿者]

投稿