Mad Money: 2025年5月12日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年5月12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 says ‘it’s better to stay in, stay on and let her ride’ in this market (https://www.cnbc.com/2025/05/12/jim-cramer-says-its-better-to-stay-in-stay-on-and-let-her-ride-in-this-market-.html)

• CNBC’s Jim Cramer parsed Monday’s market action and explained why it can be beneficial to stay in the market, even if the future is unpredictable.
• “It’s better to stay in, stay on and let her ride than to try to pick the perfect moment to trade in and out and in and out of the stock market,” he said. “That’s not much of a strategy. It’s much more a game of chicken where there are no winners.”

 

(2) Executive Interview: Kimco Realty CEO details how shopping centers are changing: ‘It’s all about services’ (https://www.cnbc.com/2025/05/12/kimco-realty-ceo-on-shopping-centers-revamp-its-all-about-services.html)

• Kimco Realty CEO Conor Flynn told Jim Cramer that the changing business environment at shopping centers features services in addition to traditional retail storefronts.
• “Services is all about in person, all about the e-commerce-resistant type use, and that’s what’s driving vacancy rates to all-time lows,” Flynn said, adding that service businesses are often related to health and wellness, like urgent care and veterinary facilities.

Ticker: KIM

 

(3) [No Video Clip for non-Club members] I love the comeback for U.S. stocks, if things worsen Europe is an option, says Jim Cramer (https://www.cnbc.com/video/2025/05/12/i-love-the-comeback-for-us-stocks-if-things-worsen-europe-is-an-option-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks investing opportunities in Europe.

 

(4) [No Video Clip for non-Club members] Executive Interview: AI has been a boon for us, says EXL CEO Rohit Kapoor (https://www.cnbc.com/video/2025/05/12/ai-has-been-a-boon-for-us-says-exl-ceo-rohit-kapoor.html)

EXL Chairman and CEO Rohit Kapoor joins ‘Mad Money’ host Jim Cramer to talk today’s stock moves, quarterly results, AI integration, and more.

Ticker: EXL

 

(5) Cramer’s Lightning Round: Energy Transfer is a buy (https://www.cnbc.com/2025/05/12/cramers-lightning-round-energy-transfer-is-a-buy.html)

• Energy Transfer: [Buy, buy, buy!] The pipes are a great business here, they really are.”
• Harrow: “I’m ok with it.”
• Pfizer: “I think it can bottom here…I think that there’s a lot of good stuff that they have, so I would say keep it here.”
• Kinsale Capital Group: “Very good stock. I would own the stock.”
• Manulife Financial: “All the insurers are really terrific right now, and they have been good for some time…They’re all making fortunes, so I’m not going to go against any one of them.”
• Iron Mountain: “No, better places to be.”
• Devon Energy: “Devon has been such a poor performer, I can’t have you do that. It’s relaly been a nightmare, frankly.”

Ticker: ET, HROW, PFE, KNSL, MFC, IRM, DVN

 

(6) [No Video Clip for non-Club members]You would have missed one of the biggest days of the year if you sold out of the market, says Jim Cramer (https://www.cnbc.com/video/2025/05/12/you-would-have-missed-one-of-the-biggest-days-of-the-year-if-you-sold-out-of-the-market-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer wraps up today’s market moves higher.

 

Other Stocks Discussed (calls with audience): Mondelez (MDLZ) [Not against it], Eli LLY (LLY) [Buy more], Hewlett Packard Enterprise (HPE) [It is very difficult stock to own; do not recommend], Tesla (TSLA) [it will go higher], Chevron (CVX) [If you like oil, it is a terrific place to be]

 

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）
• InternetArchive（1分毎のビデオ＆テキスト）

Disclaimer

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