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2025年11月15日 11:29 PM #19752
暮眞★潤 (Jun Kurema)
キーマスター2025年11月12日(水)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) Look outside of tech for market winners, Jim Cramer says (https://www.cnbc.com/2025/11/12/look-outside-of-tech-for-market-winners-jim-cramer-says.html)
- After the Dow Jones Industrial Average notched a new record, CNBC’s Jim Cramer explained why he thinks it’s a good time to invest outside of the tech sector.
- He expressed optimism in the broader market because stocks were able to rally despite weakness in tech giants.
- Cramer suggested a number of diverse companies could see gains, naming stocks in retail, travel, restaurants, aerospace and pharmaceuticals.
(2) Executive Interview: Flutter CEO explains how new FanDuel predictions platform skirts U.S. sports betting restrictions (https://www.cnbc.com/2025/11/12/flutter-ceo-fanduel-predicts-sports-betting.html)
- Flutter CEO Peter Jackson told CNBC’s Jim Cramer how FanDuel’s new predictions platform allows U.S. users to bet on sports outcomes in states where traditional sports betting is illegal.
- FanDuel and global derivatives market CME Group announced Wednesday they are planning to release mobile app FanDuel Predicts in December.
Ticker: FLUT
(3) [No Video Clip for non-Club members] AMD’s future hinges on execution, Lisa Su has earned trust, says Jim Cramer (https://www.cnbc.com/video/2025/11/12/amds-future-hinges-on-execution-lisa-su-has-earned-trust-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer discusses what he is seeing out of AMD’s plan to meet AI demand.
Ticker: AMD
(4) [No Video Clip for non-Club members] Databricks CEO Ali Ghodsi sits down with Jim Cramer (https://www.cnbc.com/video/2025/11/12/databricks-ceo-ali-ghodsi-sits-down-with-jim-cramer.html)
Databricks Co-founder and CEO Ali Ghodsi joins ‘Mad Money’ host Jim Cramer to talk AI automation, partnering with Big Tech players, and more.
(5) Cramer’s Lighting Round: Do not buy Doximity here (https://www.cnbc.com/2025/11/12/cramers-lighting-round-do-not-buy-doximity-here.html)
- Doximity: “It’s still to expensive…I want to wait on that one. I do not want you to buy it here.”
- IREN: ”…Sell half of it, ok?”
- Boise Cascade: “Anything connected to housing is just bad. We have to see the Fed cut rates. If the Fed cut rates, I’d rather see you in one of the major big box home companies…Boise’s too levered to only a certain part of the food chain.”
Ticker: DOCS, IREN, BCC
(6) [No Video Clip for non-Club members] You only need to get rich once, you can only do so by taking something off the table, says Jim Cramer (https://www.cnbc.com/video/2025/11/12/you-only-need-to-get-rich-once-you-can-only-do-so-by-taking-something-off-the-table-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks selling patterns he is seeing in the markets.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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