CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/6/26

SPEAKER_1 (0:00)

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Jim Cramer (1:00)

Jim Cramer here to share a short preview of my take on the market from today's members-only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10 20 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take. But that reminds me that Alphabet's spend is seemingly getting more return than Amazon's spend.

SPEAKER_4 (1:29)

Yeah, and they're monetizing it many different ways, right? Whether it's through search, through the LLMs, through cloud, Alphabet down a little bit today.

Jim Cramer (1:39)

I want people to buy this.

SPEAKER_4 (1:41)

Yeah. So we saw a big CapEx number from them, big CapEx number from Amazon, big CapEx number from Meta. Meta got the pass because their revenue guide was so extraordinary. Yes. Much better than what anyone expected.

Jim Cramer (1:53)

That was the best one.

SPEAKER_4 (1:54)

Amazon's Q1 guide, revenue midpoint. All right, maybe a little bit of a beat, but operating income was below. But I think just going back to Mag 7 spending, all doing more than anticipated by tens, billions, a lot. Aggregate, 100 at least. But I want to go to NVIDIA and Broadcom.

Jim Cramer (2:14)

But I would say that I wish we had more NVIDIA and Broadcom versus the customers are, when you get an NVIDIA, they're being paid. These guys are the payers.

SPEAKER_4 (2:26)

Yes, and they need to spend money on chips. They need to spend money on equipment inside the data center. That's why Eaton's doing so well. They got to power those data centers. You've heard of them making a nice move today. So the infrastructure stock's doing well too.

SPEAKER_6 (2:44)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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