Mad Money: 2024年12月4日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年12月4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) Salesforce’s earnings results spell success for AI products, Jim Cramer says (https://www.cnbc.com/2024/12/04/salesforces-earnings-spell-success-for-ai-products-jim-cramer-says.html)

• CNBC’s Jim Cramer said Salesforce’s recent quarter suggests the innovative potential for artificial intelligence technology is strong.
• Salesforce CEO Marc Benioff boasted on the earnings call about the success of its latest AI product, Agentforce, which consists of AI-powered chatbots.
• Cramer insisted that AI agents won’t replace humans, and instead are designed to take on jobs most don’t want to perform.

 

(2) [No Video Clip for non-Club members] Executive Interview: Cracker Barrel CEO Julie Masino goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/12/04/cracker-barrel-ceo-julie-masino-goes-one-on-one-with-jim-cramer.html)

Cracker Barrel President and CEO Julie Masino joins ‘Mad Money’ host Jim Cramer to talk what’s ahead for the restaurant chain, consumer trends, quarterly results and more.

Ticker: CBRL

 

(3) Executive Interview: Outgoing Campbell’s CEO talks new NFL role and the soup maker’s progress (https://www.cnbc.com/2024/12/04/campbells-ceo-talks-new-nfl-role-and-the-soup-makers-progress.html)

• Outgoing Campbell’s CEO Mark Clouse discussed his departure from the company in a Wednesday interview with CNBC’s Jim Cramer.
• Clouse is set to become president of the National Football League’s Washington Commanders.
• “We have moved dramatically from where we were six years ago,” he said of Campbell’s. “I couldn’t be more excited about it, and, to be quite frank, I couldn’t have entertained leaving if I didn’t think we were in this position and ready for the future.”

Ticker: CPB

 

(4) [No Video Clip for non-Club members] Executive Interview: Okta CEO Todd McKinnon: Every company is starting to realize identity is security (https://www.cnbc.com/video/2024/12/04/okta-ceo-todd-mckinnon-every-company-is-starting-to-realize-identity-is-security.html)

Okta Co-Founder, Chairperson, and CEO Todd McKinnon joins ‘Mad Money’ host Jim Cramer to talk the state of cybersecurity, competition in the space, quarterly results, and more.

Ticker: OKTA

 

(5) Cramer’s Lightning Round: Merus is ‘very speculative’ (https://www.cnbc.com/2024/12/04/cramers-lightning-round-merus-is-very-speculative.html)

• Allison Transmission: “Storied company, terrific. It does great…I actually would prefer you to swap out right now and go to be with Mary Barra at GM. Cheaper and will be just as good.”
• Nano Nuclear Energy: “No earnings…I want you to take out almost all of your cost basis and let the rest run.”
• Sterling Infrastructure: “It is living off, I think, a lot of the federal money that’s been spent. So, I don’t want to get greedy…Take some off the table and let the rest run.”
• Merus: “It is still very, very speculative.”

Ticker: ALSN, , STRL

 

(6) [No Video Clip for non-Club members] Sometimes we don’t even bother to pay attention to endless rallies, says Jim Cramer (https://www.cnbc.com/video/2024/12/04/sometimes-we-dont-even-bother-to-pay-attention-to-endless-rallies-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the state of this record-breaking bull market run.

 

Other Stocks Discussed (calls with audience): Danaher (DHR) [nothing going on; held by charitable trust, buy now, cheapest]

 

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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