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2025年11月10日 5:12 PM #19723
暮眞★潤 (Jun Kurema)
キーマスター2025年10月28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) Why Jim Cramer thinks Amazon is a keeper (https://www.cnbc.com/2025/10/28/jim-cramer-amazon-keeper.html)
- CNBC’s Jim Cramer explained why Amazon is a good stock to own for the long term.
- He offered optimistic commentary about the tech giant’s future and commended its upcoming round of layoffs.
- “If Amazon can find a way to make its shareholders more money, it’s going to take it,” he said. “As a shareholder, I like that. I like that Amazon’s never done trying to make you money.”
Ticker: AMZN
(2) [No Video Clip for non-Club members] Executive Interview: Nucor CEO Leon Topalian goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/10/28/nucor-ceo-leon-topalian-goes-one-on-one-with-jim-cramer.html)
Nucor CEO Leon Topalian joins ‘Mad Money’ host Jim Cramer to discuss the company’s Q3 earnings report, whether Trump tariffs have impacted steel prices, the outlook for Q4, and more.
Ticker: NUE
(3) [No Video Clip for non-Club members] Jim Cramer lays out what to expect from Wednesday’s Fed meeting (https://www.cnbc.com/video/2025/10/28/jim-cramer-lays-out-what-to-expect-from-wednesdays-fed-meeting.html)
‘Mad Money’ host Jim Cramer breaks down how the government shutdown is affecting economic data, what to expect from Wednesday’s Fed meeting, and more.
(4) Executive Interview: Celestica CEO explains the company’s role in the AI boom (https://www.cnbc.com/2025/10/28/celestica-ceo-ai-boom.html)
- Celestica CEO Rob Mionis gave his take on the artificial intelligence boom in a Tuesday interview with CNBC’s Jim Cramer.
- Mionis explained how his company designs and manufactures infrastructure that enables AI.
- “If AI is a speeding freight train, we’re laying the tracks ahead of the freight train,” he said.
Ticker: CLS
(5) Cramer’s Lightning Round: Dow can go higher (https://www.cnbc.com/2025/10/28/cramers-lightning-round-dow-can-go-higher.html)
- Pfizer: “Right now the drug stocks are…just in a world of hurt, and this one continues to be there. You can own it, they’ve got to figure out something…That yield will protect you for a while though.”
- Sempra: ”[buy, buy, buy!]”
- Plug Power: “I still can’t believe it’s around…How much money can you lose over a certain period of time and still be allowed to be called a stock?”
- Dow: “I think that stock can go higher…I think you’re ok in Dow, I would hold on to that.”
Ticker: PFE, SRE, PLUG, DOW
(6) [No Video Clip for non-Club members] Jim Cramer digs into why speculation should be part of your portfolio (https://www.cnbc.com/video/2025/10/28/jim-cramer-digs-into-why-speculation-should-be-part-of-your-portfolio.html)
‘Mad Money’ host Jim Cramer discusses Nvidia’s big investment in Nokia, his stance on including speculative names in your portfolio, and more.
Other Stocks Discussed (calls with audience):
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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