Mad Money: 2025年5月15日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年5月15日(木)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 advises against pessimism: ‘Reflexive negativity is not a smart strategy’ (https://www.cnbc.com/2025/05/15/jim-cramer-advises-against-reflexive-negativity-when-investing.html)

• CNBC’s Jim Cramer on Thursday told investors not to approach the stock market with an overly pessimistic attitude.
• “You can be as cynical and corrosive as you want about the vast majority of things in the world, in life,” he said. “But if you’re trying to make big money in the stock market, you’re actually better off being critical and constructive. Reflexive negativity is not a smart strategy.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Coterra Energy CEO Tom Jorden goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/05/15/coterra-energy-ceo-tom-jorden-goes-one-on-one-with-jim-cramer.html)

Coterra Energy CEO Tom Jorden joins ‘Mad Money’ host Jim Cramer to discuss the company’s latest earnings, the state of natural gas and oil, and more.

Ticker: CTRA

 

(3) Jim Cramer unpacks CoreWeave’s earnings: ‘Demand for their computing power is clearly there’ (https://www.cnbc.com/2025/05/15/jim-cramer-unpacks-coreweaves-earnings.html)

• CNBC’s Jim Cramer on Thursday said he was impressed with CoreWeave’s first quarter since its market debut, citing strong demand for the artificial intelligence infrastructure outfit’s services.
• “As far as I’m concerned, this was a great quarter from CoreWeave,” he said. “The demand for their computing power is clearly there, and that was not a given at the time of the IPO, when everyone assumed the AI infrastructure story was about to collapse.”

Ticker: CRWV

 

(4) [No Video Clip for non-Club members] Executive Interview: UFP Technologies CEO Jeff Bailly goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/05/15/ufp-technologies-ceo-jeff-bailly-goes-one-on-one-with-jim-cramer.html)

UFP Technologies CEO Jeff Bailly joins ‘Mad Money’ host Jim Cramer to discuss the company’s stellar performance since its IPO in the ’90s, its business model, the impact of tariffs, and more.

Ticker: UFPT

 

(5) Cramer’s Lightning Round: Buy Lam Research over ASML (https://www.cnbc.com/2025/05/15/cramers-lightning-round-buy-lam-research-over-asml.html)

• ASML: “The last couple quarters have been weak, I’ve got to tell you…If you want to be in that industry, you have to buy Lam Research.”
• O’Reilly Automotive: “No…You want to buy the one that’s not going to stock split, which is AutoZone.”
• Onto Innovation: “No…I like Agilent.”
• Fluor: “No…Engineering and construction, we’re going to buy letter J, we’ll buy Jacobs.”

Ticker: ASML, ORLY, ONTO, FLR

 

(6) Jim Cramer on how U.S.-China relations are impacting the semiconductor sector (https://www.cnbc.com/video/2025/05/15/jim-cramer-on-how-us-china-relations-are-impacting-the-semiconductor-sector.html)

‘Mad Money’ host Jim Cramer discusses how the relationship between the U.S. and China is impacting the chip sector.

 

Other Stocks Discussed (calls with audience): Costco (COST)[fabulous stock], DraftKings (DKNG) [I am a believer], TradeDesk (TTD) [I would buy more]

 

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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