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2024年9月18日(水)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 explains what the Fed’s rate cuts mean for tech stocks (https://www.cnbc.com/2024/09/18/cramer-explains-what-the-feds-rate-cuts-mean-for-tech-stocks.html)
- CNBC’s Jim Cramer said the Federal Reserve’s interest rate cuts hinder tech stocks because the companies don’t necessarily stand to benefit from lower rates.
- “With a double-sized rate cut that everybody already expected, you aren’t gonna see a huge run in tech. It doesn’t have the edge when we get the big cuts,” he said. “Right now, the Fed’s helping companies that need a healthy consumer or else.”
(2) Executive Interview: AMD CEO talks competition with Nvidia: ‘there’s no one size fits all in computing’ (https://www.cnbc.com/2024/09/18/amd-ceo-on-nvidia-theres-no-one-size-fits-all-in-computing.html)
- When CNBC’s Jim Cramer asked AMD CEO Lisa Su about competition with artificial intelligence powerhouse Nvidia, she said there is room for more than one major player in the red-hot semiconductor industry.
- “The way to think about it is, there’s no one size fits all in computing,” she said. “There’s no, you know, only one architecture. Actually, you’re going to need the right compute for each application.”
(3) [No Video Clip for non-Club members] Executive Interview: Workday CEO Carl Eschenbach: We launched the next generation of Workday AI called Illuminate (https://www.cnbc.com/video/2024/09/18/workday-ceo-carl-eschenbach-we-launched-the-next-generation-of-workday-ai-called-illuminate.html)
Workday CEO Carl Eschenbach joins ‘Mad Money’ host Jim Cramer to talk its latest AI advancements.
Ticker: WDAY
(4) Executive Interview: T-Mobile CEO says his company is selling the iPhone 16 ‘at a greater rate’ than last year’s model (https://www.cnbc.com/2024/09/18/t-mobile-ceo-says-iphone-16-is-selling-more-than-last-years-model.html)
- In a Wednesday interview with CNBC’s Jim Cramer, T-Mobile CEO Mike Sievert said his company is seeing more sales of the iPhone 16 than last year’s series of the ubiquitous smartphones.
- “The first week was better than last year,” Sievert said. “Not only good, but better than last year, and people are buying Pros, they’re buying Maxs, so they’re buying up the food chain, and they’re buying at a greater rate than last year.”
Ticker: TMUS
(5) Cramer’s Lightning Round: PG&E is a buy (https://www.cnbc.com/2024/09/18/cramers-lightning-round-pge-is-a-buy.html)
- Iron Mountain: “It’s had too big a move up…let’s move on.”
- Wells Fargo: “Wells Fargo’s a winner, though…I think it’s going to go higher.”
- Palantir: “Palantir is a, is a cold stock. It is a meme stock.”
- PG&E: “That stock is a good one, rate increase or no. Buy PG&E.”
Ticker: IRM, WFC, PLTR, PCG
(6) [No Video Clip for non-Club members] Buy both Salesforce and Nvidia are buys, their roles are often misunderstood, says Jim Cramer (https://www.cnbc.com/video/2024/09/18/buy-both-salesforce-and-nvidia-are-buys-their-roles-are-often-misunderstood-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at AI players Salesforce and Nvidia.
Other Stocks Discussed (calls with audience): Walgreen Boots (WBA)
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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