저자: JimCramer · 외국인
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6/7 주간 전망 방송. 연준 FOMC 전 고용지표 강세로 금리 장기 고수 가능성 제기, CPI도 뜨거울 것으로 전망. 애플 WWDC·엔비디아 10:1 액면분할·일라이 릴리 알츠하이머 약 FDA 패널 등 주요 이벤트 소개. 브로드컴 실적 기대, 어도비는 피그마 경쟁으로 우려, RH·어펌 등 개별 종목 언급.
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be and teach so call me at800 743 CNBC or tweet Ker roaring job numbers not so roaring Kitty what can I say this econom is creating jobs like there's no tomorrow you'd think we've already had multiple rate Cuts rather than none and yet investors seem to think that the labor report didn't matter all that much even as higher rates were right on its heels I mean the job growth almost seemed more reassuring than worrisome which is why I think the average is barely got dang down slipping 87 points do be edging down 0.11% NASDAQ declining 23% look this one could have been a disaster people given how interest rates flew up on the news it wasn't oh and as for roaring Kitty you could tell that Wall Street turned up its sows in disdain you knew they would do that yeah Wall Street wanted some sort of real show if you watch it all I can say sightseers is how what you pay for so what's on top for next week well let's just go over here take a look all right look at this look at this Monday it's an unbelievable day was supposed to be like a middle June nothing's supposed to be happening uhuh no sleepy Monday here we have three important events for three of the biggest companies on Earth and that's Apple Nvidia and Lou Apple kicks off its annual worldwide developers conference and while it's rarely newsworthy this time could be different because we might get some insight into what's going on for both The Vision Pro and the iPhone 16 our goal is to figure out how many people are writing important programs for Apple products I know it's a tab pedestrian for us consumers which is why the conference rarely causes stocks to run but because we keep hearing that Apple's behind on AI maybe they show us something that shoots down that negative narrative as for the Vision Pro we need to see if developers are trying to do anything special with it otherwise people will give up on the idea that it's anything more than a niche product I think Vision Pro can still be huge especially when it comes to building complex structures designing pretty much anything my montra has not changed own Apple don't trade it as for NVIDIA we're getting the 10 for one split yeah my experience is when you get a 10 for one by the way you tend to take uh people tend to take profits on a couple of them and let the rest run so uh that's enough profit taking temporarily to overwhelm the buyers so don't be down if Nvidia gets hit on Monday after the split it's just a psychology of the event I'll keep seven I'll sell three own it don't trade it all right now how about Eli Lily very confusing story here an FDA advisory pan will consider its Alzheimer's drug on Monday I bet they'll be favorably disposed journalists have been writing and talking about this document that the FDA released yesterday about the Alzheimer's drug saying that present a very narrow view of the Drug's use total misre of the situation the document said the drug looked to be safe and effective I think that sounds pretty positive to me so I expect good news from the panel that said we won't find out anything until the market closes panel is supposed to go till 5: still I have a positive read on the situation I think this Alzheimer's drug could be huge if it gets approved but nothing near term hey by the way we own Apple Nvidia and Lily for the travel trust so if you want more in-depth coverage we're going to be covering wall to wall as they say for members of the CMC investing Club next or reports after the close on Tuesday very very let's call it a conundrum all right because Oracle is spending billions of dollars to build out data centers and wall Street's reaction has been let's say schizophrenic last time they told a story of aggressive data center growth that was well received previous du quarters they said the same thing and it was poorly received I think they can talk about going all out and the stock will go higher uh but we need to start rethinking about Oracle 28 billion dollar acquisition of Cerner two years ago this electronic health records business hasn't been doing too well under Oracle my sources say that epic a private competitor is winning lots of business business I know I was hoping that would go to cner I am worri about any questions about cner on the conference call now here's one that makes a ton of sense that doesn't usually pop up in the minds of New York and Wall Street people Casey's General Store why this thing I know it just sounds like another like a 7-Eleven or something oh o Contra it's got a secret weapon a breakfast pizza that remains incredibly popular don't worry it's it's eaten all day but who doesn't want a bacon egg and cheese pizza for breakfast or for lunch or for dinner I'm not kidding it's been a home run for this 2600 store chain that's in 17 states that most of the people in New York have never been to Stock's been a total winner Wednesday is huge first we get the Consumer Price Index and in light of today's report I got to tell you the CPI is probably going to come in way too hot makes things tough for the FED then we'll hear firsthand When J pal speaks at the conclusion of the FED meeting later on Wednesday he's going to still do that ridiculous Q&A too I hate that I know that we've had some brown shoots and I've reported them on you those are signs of weakness make it easier with the FED to cut rates but with this extremely strong employment that we got just this morning I believe the FED will have no choice but to leave rates higher for longer that said both the economy and the stock market have done well with current regimen so I'm pretty I guess you can say I'm I'm feeling pretty sanguin about high for longer I'd love a rate cut like you but at not at the expense of persistent inflation and by the way that's how you should feel we want persistent inflation to be stopped EIC those Wednesday broadcom reports avgo and I'm looking for a big number from this for this Trel trust holding now brookham is a huge AI component as their Network equipment is essential for all these data centers but they also have this other more prosaic aspect of its business which is Wireless that's just been doing okay if the ladder were improved and this stock could just take off from here otherwise broom's a really good situation but not a great situation because they still have this major part of their business that's just not doing that well okay now Thursday morning we hear from signatures and the last time it reported the stock got crushed even though their numbers weren't even that bad at all then it came right back that puts us on notice if signant gets hit again we might want to buy it I really like CEO jros and what she's been building I want to I if it gets hit like that bring it in at the close oh boy is this is a tough one Adobe Adobe reports now we've got a highly unusual situation here as the stock's down 22% for the year going to the quarter down this is an amazing company I think adobe's got a problem though that's competition from a design Tool Company it tried to buy called figma Adobe needs to protect its price points against figma which is a Price Cutter but figma's taking share because it software is so much less expensive I know it there'll be so much more than just this one product line but the figma competition is what controls the narrative it shouldn't I say never count out Adobe we also get results from RH and that's the artist formerly known as restoration Harbor and last quarter seemed like a breakout after a prolonged period of dis cointment stock shut up huge but then it came down hard almost immediately What will what will it take for RH to get out of this rut that it's in as great as their products are we know this business is levered to housing turnover and we don't have much in this country probably the least we've ever had I me I'm not kidding in modern times so my prediction there won't be much upside for RH until the housing turnover number increases finally on Friday affirm hosts a fireside chat and I bring this up because this buiness this buy now pay later company I think is doing incredibly well but it hasn't mattered to the stock lately because big insal investors have no interest in financial technology when interest rates are so high and less wealthy consumers feel so cash strapped I think the stock should be going higher but I know the big money guys can't get comfortable with it a firm stays right here no matter what they say wow bottom line I'd be careful making a big move before the FED meeting we can't be sure if JP palal won't be more emphatic about leaving rates H for longer given this morning's hotter than expected job support so next week lots of Che on but not enough to pull the trigger except for maybe that Lily anyway John and Washington John Booyah Jimmy chill hey how you doing I'm doing good Jim um rivan stock price has been fluctuating since its IPO where do you anticipating it heading in the next 6 months let's say towards the end of 2024 okay rivan needs to have they need to find some way to get a lot of money in without causing too much delution and I don't know how they do that but I've got to tell you that I think that the decision to not spend all that money in Georgia was a wise one and I think that has got popular enough cars that something can happen there but right now they need more money let's go to Robert New York please Robert hey Jim I just want to say you know why your show is top in the country country and around the world it's only one reason it's because you do your homework and that's why you make everybody money you do your homework well I try to make I try to make people money you know I make mistakes too but thank you you're very kind thank you for that mistakes you've given maybe a stock here that has that's been flat that's not a mistake because I didn't lose so you may make a mistake but not too bad I gotta thank you that's very kind that's very very kind thank you thank you Jim but uh you were very positive on this company on the morning of January 31st and if everyone listened to you like I did on that day they would be sitting on a return of over 28% JP Morgan has this stock as an overweight at 650 a share they have over 270 million gim paid subscribers and building and it's it's over $648 a share it's Netflix what do you think we should do oh I like Netflix very much I'm just convinced that they know how to make the great products that we want for the least amount of money that's what it's about they've done it right other people just don't seem to understand how good that situation is and by the way just before we uh go into the rest of the show I want to congratulate George Kirks for crowd strike joining the S&P 500 that stock which went out of 350 will be up substantially on Monday all right look I be careful making your move before the FED meting because we're just not sure how emphatic J pal will be about leaving rates higher for longer giv that red hot jobs number that we got today oh man M tonight metronics has had some mixed action since his ear's beat last month I'm going to catch up with the COO to see what's ahead for this Healthcare name then the maker of Uncrustables they're cheap and goldfish I like the cheddar both important this week I'm seeing if you should keep some package food plays in your quartum that is questionable economic backdrop and you called in on two small C industrial stocks I'm turning my homework and I got to tell you one of them woo really exciting so
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