Mad Money: 2024年12月2日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年12月2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) Jim Cramer lists 10 stocks likely to perform well in December (https://www.cnbc.com/2024/12/02/jim-cramer-lists-10-stocks-likely-to-perform-well-in-december.html)

• CNBC’s Jim Cramer listed ten stocks he thinks will do well in December.
  Cramer said winners from November usually continue to perform during the last month of the year.
• Companies on the list include Palantir, Tesla and Warner Bros Discovery.

Stock & Ticker: Palantir (PLTR), Axon (AXON), Tesla (TSLA), Texas Pacific Land (TPL), Tapestry (TPR),  EPAM Systems (EPAM), Warner Bros Discovery (WBD), Vistra (VST), McKesson (MCK), EQT (EQT)

 

(2) [No Video Clip for non-Club members] Executive Interview:Shopify President: Our merchants have already surpassed $9.3 billion in global sales this weekend (https://www.cnbc.com/video/2024/12/02/shopify-ceo-our-shopify-merchants-have-already-surpassed-9point3-billion-in-global-sales-this-weekend.html)

Harley Finkelstein, Shopify president, joins ‘Mad Money’ host Jim Cramer to talk Black Friday trends, where people are spending money, and more.

Ticker: SHOP, HP

 

(3) [No Video Clip for non-Club members] All year we’ve been hearing we are due for a wave of PC replacements, says Jim Cramer (https://www.cnbc.com/video/2024/12/02/all-year-weve-been-hearing-we-are-due-for-a-wave-of-pc-replacements-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks whats ahead for the PC space.

Ticker: BBY, HPQ, DELL

 

(4) [No Video Clip for non-Club members] We have the best security platform in the market today, says CrowdStrike CEO George Kurtz (https://www.cnbc.com/video/2024/12/02/we-have-the-best-security-platform-in-the-market-today-says-crowdstrike-ceo-george-kurtz.html)

CrowdStrike Co-Founder and CEO George Kurtz joins ‘Mad Money’ host Jim Cramer to talk quarterly results, recovering from the global outage, the state of cybersecurity and more.

Ticker: CRWD

 

(5) Cramer’s Lightning Round: FedEx over UPS (https://www.cnbc.com/2024/12/02/cramers-lightning-round-fedex-over-ups.html)

• Lockheed Martin: “I would not touch this thing until it broke 500. But it’s run by Jim Taiclet, and he’s really fabulous.”
• UPS: “UPS has screwed up a lot of holiday seasons. If you want to take a shot, then I say take a shot with FedEx.”
• Omeros: ”…Profit-taking time.”
• Archer Aviation: “I actually think these stocks have over-heated, and I am worried about a strong unemployment number on Friday…and that these more aggressive speculative stocks could get hurt.”
• AstraZeneca: ”…There’s just been a series of disappointments. I don’t know what to make of it. I’m going to have to say take a pass.”

Ticker: LMT, UPS, OMER, ACHR, AZN

 

(6) [No Video Clip for non-Club members] Jim Cramer shares his take on Intel after CEO Gelsinger steps down (https://www.cnbc.com/video/2024/12/02/jim-cramer-shares-his-take-on-intel-after-ceo-gelsinger-steps-down.html)

‘Mad Money’ host Jim Cramer shares his thoughts on Intel after CEO Pat Gelsinger’s sudden retirement announcement.

Ticker: INTC

 

Other Stocks Discussed (calls with audience): Bank of America (BAC), Uber (UBER) [buy buy buy], Motorola (MSI) [overvalued], Sempra (SRE), Arm (ARM)

 

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 (Sound from Spotify）
• Internet Archive (Video & Texts per minute）

Disclaimer

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