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2025年11月11日 12:32 AM #19738
暮眞★潤 (Jun Kurema)
キーマスター2025年11月10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) Jim Cramer unpacks Monday’s market action: ‘It’s back to business as usual’ (https://www.cnbc.com/2025/11/10/jim-cramer-monday-market-action-its-back-to-business-as-usual.html)
- CNBC’s Jim Cramer told investors why he thinks stocks rallied on Monday.
- “With the government potentially about to reopen, it’s back to business as usual, and that means the data center stocks come roaring back,” he said.
(2) Executive Interview: CEO of drugmaker Amgen talks new results from cholesterol drug trial (https://www.cnbc.com/2025/11/10/ceo-of-drugmaker-amgen-talks-new-results-from-cholesterol-drug-trial.html)
- Amgen CEO Bob Bradway told CNBC’s Jim Cramer that a new trial showed his company’s drug can reduce the risk of heart attack.
- “This trial answered questions that have been on the mind of investigators and physicians and patients for some time,” Bradway said.
Ticker: AMGN
(3) [No Video Clip for non-Club members] Executive Interview: D-Wave Quantum CEO Alan Baratz talks using Quantum computers to train AI models
(https://www.cnbc.com/video/2025/11/10/d-wave-quantum-ceo-alan-baratz-talks-using-quantum-computers-to-train-ai-models.html)D-Wave Quantum President and CEO Alan Baratz joins ‘Mad Money’ host Jim Cramer to talk the state of Quantum Computing, integrating it with AI, record growth for the company and more.
Ticker: QBTS
(4) [No Video Clip for non-Club members] Executive Interview: Dutch Bros. CEO Christine Barone: Our total addressable market is about 7,000 shops
(https://www.cnbc.com/video/2025/11/10/dutch-bros-ceo-christine-barone-our-total-addressable-market-is-about-7000-shops.html)Dutch Bros. President and CEO Christine Barone joins ‘Mad Money’ host Jim Cramer to talk quarterly results, market growth, customer trends, and more.
Ticker: BRO
(5) Cramer’s Lightning Round: ‘Baidu and Alibaba are good’ (https://www.cnbc.com/2025/11/10/cramers-lightning-round-baidu-and-alibaba-are-good.html)
- Bristol-Myers Squibb: “I’m backing off on it.”
- Baidu: “Baidu is good. Baidu and Alibaba are good…If you’re going to own Chinese stocks, you want to own Alibaba first and Baidu second.”
- Brinker International: “I think it’s the right level to buy Brinker…But the restaurant group is radically out of fashion…You buy 25 here, and then you have to wait. I will not sanction buying more at this level.”
- New Era Energy & Digital: ”..If you want your spec to be that, I am going to bless it.”
Ticker: BMY, BIDI, URI, NUAI
(6) [No Video Clip for non-Club members] Jim Cramer talks recent weight-loss drug motivated acquisitions in the pharma sector (https://www.cnbc.com/video/2025/11/10/jim-cramer-talks-recent-weight-loss-drug-motivated-acquisitions-in-the-pharma-sector.html)
‘Mad Money’ host Jim Cramer talks recent acquisitions out of Big Pharma.
Ticker: PFE, MTSR
Other Stocks Discussed (calls with audience): Netflix (NFLX), Qualcomm (AVGO) [buy buy buy], BlackRock (BLK)
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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