Mad Money: 2024年10月11日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年10月11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: Major banks, Taiwan Semi and Netflix report as earnings season gets into full swing (https://www.cnbc.com/2024/10/11/cramers-week-ahead-taiwan-semi-netflix-goldman-sachs-citi-earnings.html)

• As earnings season takes off, CNBC’s Jim Cramer advised investors about what to follow next week on Wall Street.
  He pinpointed reports from several major banks like Citigroup and Goldman Sachs, along with Netflix and Taiwan Semiconductor.
• “We’re at the beginning of one of the year’s four reporting periods,” he said. “They’re jumbled. They’re open to a lot of interpretation. They’re fast. So listen to the calls, ponder a moment, and only then should you pull the trigger.”

 

(2) Jim Cramer says hold still on Tesla stock after Cybercab debut flops (https://www.cnbc.com/2024/10/11/jim-cramer-hold-still-on-tesla-after-cybercabs-debut-flops.html)

• CNBC’s Jim Cramer told investors not to make any moves on Tesla stock after the highly-anticipated robotaxi unveiling failed to impress investors.
• While impressed by the look and concept of the Cybercab, Cramer said the event’s demonstration lacked substance and failed to prove its technological prowess.
• Cramer said he wouldn’t recommend buying stock in the electric vehicle maker, but discouraged investors from shorting it, saying it’s “dangerous to bet against” CEO Elon Musk.

Ticker: TSLA

 

(3) [No Video Clip for non-Club members] Jim Cramer recaps his conversation with Blackrock CEO Larry Fink (https://www.cnbc.com/video/2024/10/11/jim-cramer-recaps-his-conversation-with-blackrock-ceo-larry-fink.html)

‘Mad Money’ host Jim Cramer recaps his conversation with Blackrock Chairman and CEO Larry Fink.

Ticker: BRBR

 

(4) [No Video Clip for non-Club members] AM I Diversified: Jim Cramer grades viewer portfolios for diversification (https://www.cnbc.com/video/2024/10/11/jim-cramer-grades-viewer-portfolios-for-diversification.html)

‘Mad Money’ host Jim Cramer looks at viewer portfolio to judge how diversified they are.

• UBER, AVGO, LLT, ET, PANW
• AMT, ADS, CB, Lemaice (?), BLUE—> worry about AMT
• ET, NVDA, HBAN, AMT, ABBV
• COST, AMZN, AAPL, ELF, NVDA

 

(5) Cramer’s Lightning Round: ‘I’m worried’ about Boeing (https://www.cnbc.com/2024/10/11/cramers-lightning-round-im-worried-about-boeing.html)

• Boeing: “I’m worried…The balance sheet’s not great, and they should have raised capital when they had a chance to. This was a very jarring series of news tonight, and I don’t have any conviction whatsoever that they are getting this right.”
• Palo Alto Networks: “That’s a good one.”
• Johnson Controls International: “Can you believe that company’s made such a comeback? I like Carrier, I like Trane, and I like Johnson Controls.”
• Fulton Financial: “I think that’s a good one.”

Ticker: BA, PANW, JCI, FULT

 

(6) [No Video Clip for non-Club members] Jim Cramer recaps his conversation with Blackrock CEO Larry Fink (https://www.cnbc.com/video/2024/10/11/jim-cramer-recaps-his-conversation-with-blackrock-ceo-larry-fink.html)

‘Mad Money’ host Jim Cramer recaps his conversation with Blackrock Chairman and CEO Larry Fink.

 

Other Stocks Discussed (calls with audience): (VRTX), Datadog(DDOG), McDonald (MCD) [I would not touch it; hold on], Walmart (WMT)

 

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）

Disclaimer

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