Mad Money: 2025年5月13日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年5月13日(火)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 analyzes the impact of Trump’s reversal on tariff policy (https://www.cnbc.com/2025/05/13/jim-cramer-analyzes-the-impact-of-trumps-reversal-on-tariff-policy.html)

• CNBC’s Jim Cramer on Tuesday broke down the confusing market action that has unfolded since President Donald Trump pulled back from his harsher tariff policies.
• Such action, Cramer said, came as a surprise to many major investors who had bet the president would maintain drastic duties on the U.S.’s major trading partners.

 

(2) Executive Interview: Disney’s Dana Walden talks service bundling, linear TV and streaming strategy (https://www.cnbc.com/2025/05/13/how-disneys-dana-walden-pairs-service-bundling-with-linear-tv.html)

• Co-Chair of Disney Entertainment Dana Walden detailed the company’s strategy to build its streaming business in a Tuesday interview with CNBC’s Jim Cramer.
• She connected Disney’s bundled streaming services with its linear television arm.
  Disney’s recent quarter beat expectations and saw better-than-expected subscriber growth for its flagship streaming service.

Ticker: DIS

 

(3)[No Video Clip for non-Club members] Jim Cramer talks energy stocks he is watching (https://www.cnbc.com/video/2025/05/13/jim-cramer-talks-energy-stocks-he-is-watching.html)

‘Mad Money’ host Jim Cramer talks talks energy stocks he is keeping an eye on in the case of a natural gas comeback.

Ticker: OKE, ENB, EQT, LNG

 

(4) [No Video Clip for non-Club members]  On Holding Co-CEO: We are in a really strong position against tariffs (https://www.cnbc.com/2025/05/13/jim-cramer-analyzes-the-impact-of-trumps-reversal-on-tariff-policy.html)

Martin Hoffman, On Holding Co-CEO and Chairman, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, tariff impacts, and more.

Ticker: ONON

 

(5) Jim Cramer’s Lightning Round: Don’t buy GE Healthcare (https://www.cnbc.com/2025/05/13/jim-cramers-lightning-round-dont-buy-ge-healthcare.html)

• SoFi: “I like SoFi…I think it goes to new highs.”
• Roku: “I think the stock has some upside because they are doing some pretty terrific things in streaming, so I’m ok with it.”
• GE Healthcare: “It’s inconsistent and too controlled by China, not America. So I am not going to be a backer. I am going to say the fabled [don’t buy, don’t buy, don’t buy].”
• Constellation Brands: “The beer business is soft, the spirits business is not so good, and, frankly, I expected more from the company. I think the company has been a very big disappointment…I don’t need to be in stocks that have been disappointing.”

Ticker: SOFI, ROKU, GEHC, STZ

 

(6) [No Video Clip for non-Club members] Jim Cramer talks Saudi Arabia’s investment in the U.S. (https://www.cnbc.com/video/2025/05/13/jim-cramer-talks-saudi-arabias-investment-in-the-us.html)

‘Mad Money’ host Jim Cramer in Saudi Arabia’s investment in the U.S.

 

Other Stocks Discussed (calls with audience): UPS (UPS) [FedEx is better; don’t buy don’t buy], AT&T (T) [I am a buyer; buy buy buy], Boeing (BA) [Stay long with BA]

 

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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