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2025年7月19日 1:58 AM #19515
暮眞★潤 (Jun Kurema)
キーマスター2025年7月14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) Deal-making across Wall Street is ramping up, Jim Cramer says (https://www.cnbc.com/2025/07/14/deal-making-across-wall-street-is-ramping-up-jim-cramer-says.html)
- CNBC’s Jim Cramer said deal-making in the corporate world is starting to heat up, telling investors to expect more action in the coming months.
- “You don’t get a wave of deals out of nowhere. You get a ripple, and then ever bigger waves,” he said. “Right now, we’re in the ripple stage. That’s when its best to do some buying.”
(2) [No Video Clip for non-Club members] Executive Interview: CrowdStrike CEO George Kurtz goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/07/14/crowdstrike-ceo-george-kurtz-goes-one-on-one-with-jim-cramer.html)
CrowdStrike Founder and CEO George Kurtz joins ‘Mad Money’ host Jim Cramer to talk the state of cyber security one year after its mass outage and lessons learned from that event.
Ticker: CRWD
(3) [No Video Clip for non-Club members] Executive Interview: There’s short-term uncertainty around stock, technology will help, says Zimmer Biomet CEO Tornos (https://www.cnbc.com/video/2025/07/14/theres-short-term-uncertainty-around-stock-technology-will-help-says-zimmer-biomet-ceo-tornos.html)
Zimmer Biomet Chairman, President, and CEO Ivan Tornos joins ‘Mad Money’ host Jim Cramer to talk recent acquisitions, new tech in development, and more.
Ticker: ZBH
(4) Executive Interview: Despite tariff uncertainty, Huntington Bancshares CEO says ‘the core economy is really performing well’ (https://www.cnbc.com/2025/07/14/despite-tariffs-huntington-bancshares-ceo-says-core-economy-is-doing-well.html)
- Huntington Bancshares CEO Steve Steinour told CNBC’s Jim Cramer that he’s optimistic about the direction of the economy, despite widespread worries regarding steep new global tariffs.
- “I believe there is an impact with the uncertainties of tariffs,” Steinour said. “Having said that, the core economy is really performing well, and it’s showing up in terms of credit quality. It’s showing up in terms of, for us, loan growth. And so we’re optimistic about it.”
Ticker: HBAN
(5) Cramer’s Lightning Round: ‘I want to own the stock of Palo Alto’ (https://www.cnbc.com/2025/07/14/cramers-lightning-round-i-want-to-own-the-stock-of-palo-alto.html)
- ODP Corp: “I’m not going to fight a six times earnings stock as long as it’s making money. I think you’re ok. It’s an interesting spec.”
- Palo Alto Networks: “I want to own the stock of Palo Alto.”
Ticker: ODP, PANW
(6) [No Video Clip for non-Club members] Jim Cramer unveils his new PARC acronym (https://www.cnbc.com/video/2025/07/14/jim-cramer-unveils-his-new-parc-acronym.html)
‘Mad Money’ host Jim Cramer unveils his latest acronym for top performers.
Stock & Ticker: Palantir (PLTR), Applovin (APP), Robinhood (HOOD), Coinbase (COIN)
Other Stocks Discussed (calls with audience): Wynn Resorts (WYNN) [Good things going, Charitable Trust exits earlier this year, still inexpensive], UnitedHealth (UNH) [tricky, long term play; don’t like the situation]
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)
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