Mad Money: 2025年5月20日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年5月20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 explains how bonds shaped Tuesday’s market action (https://www.cnbc.com/2025/05/20/jim-cramer-explains-how-bonds-shaped-tuesdays-market-action.html)

• CNBC’s Jim Cramer examined Tuesday’s market action and said rising bond yields drove a number of stock moves as Wall Street waits for lawmakers to pass a federal budget bill.
• “The bad news is that rates are threatening to break out to the upside,” he said. “And if they can’t stay calm, if they jump to a new, higher level while Congress works on the budget bill, we’re liable to have more days like today, where you need a plethora of positive themes for any given stock to break free from the gravitational pull of these darn miserable Treasurys.”

 

(2) Executive Interview: Cybersecurity is in a pivotal moment with AI, says Palo Alto Networks CEO (https://www.cnbc.com/2025/05/20/cybersecurity-is-in-a-pivotal-moment-with-ai-palo-alto-networks-ceo.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Palo Alto Networks CEO Nikesh Arora described why he thinks it’s a pivotal moment for cybersecurity as more companies incorporate artificial intelligence into business.
• “I think this is a perfect time for security companies to be out there working with our customers to make sure, as we say, ‘deploy AI bravely,’ and it’s going to be an inflection point,” he said.

Ticker: PANW

 

(3) [No Video Clip for non-Club members] I’m feeling confident about Home Depot after these results, says Jim Cramer (https://www.cnbc.com/video/2025/05/20/im-feeling-confident-about-home-depot-after-these-results-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer recaps Home Depot quarterly report.

Ticker: HD

 

(4) [No Video Clip for non-Club members] Executive Interview: Franchise model always outperforms during a downturn, says Wyndham Hotels CEO Geoff Ballotti (https://www.cnbc.com/video/2025/05/20/franchise-model-always-outperforms-during-a-downturn-says-wyndham-hotels-ceo-geoff-ballotti.html)

Wyndham Hotels and Resorts President and CEO Geoff Ballotti joins ‘Mad Money’ host Jim Cramer to talk the travel sector, a possible consumer downturn, Memorial Day weekend, and more.

Ticker: WH

 

(5) Jim Cramer’s Lightning Round: ‘I don’t want you in’ ZIM (https://www.cnbc.com/2025/05/20/jim-cramers-lightning-round-i-dont-want-you-in-zim.html)

• ZIM: “No. I don’t like that, and that dividend is a sucker’s play. I don’t want you in that stock.”
• Mosaic: “It’s killer…A parabolic move. If I come in now, I think I am too late…I’m going to have to say [don’t buy, don’t buy] because it’s just up too much.”
• Zoetis: “It does seem to be dead money…I don’t see much happening in the veterinary or live stock market at this very moment that’s going to help them.”

Ticker: EEFT, ESE, ZIM, MOS, ZTS

 

(6) [No Video Clip for non-Club members] Jim Cramer talks what the bond market wants from the tax bill (https://www.cnbc.com/video/2025/05/20/jim-cramer-talks-what-the-bond-market-wants-from-the-tax-bill.html)

‘Mad Money’ host Jim Cramer talks what the Treasury market is signaling about a possible tax policy.

 

Other Stocks Discussed (calls with audience): Arm (ARM) [AVGN is the one which go down hard], Wendy’s (WEN) [I am go against it], Dollar General (DG) [right stock right time]

 

 

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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