CNBC Investing Club: Cramer’s Morning Take on Meta 9/9/26

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Jim Cramer (0:59)

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.

I do like what Meta is doing.

SPEAKER_4 (1:22)

Yeah, let's focus on that because you can see the stock making a big move today after, late yesterday, they announced Muse, which is a personal AI agent powered by its Muse Spark model. Mizuho says it's more promising than what we expected.

And it's basically, it can handle a lot of tasks for you. KeyBank gives an example. If you save a recipe reel on Instagram, Muse can create a grocery list and help with shopping, email as well. It's one of the biggest downloaded apps in the Apple App Store right now.

Jim Cramer (1:59)

I looked at it today and I said, you know what, I want it. Now, I use Alexa to order things, but of course that's only tied into Amazon.

SPEAKER_4 (2:06)

Yeah.

Jim Cramer (2:06)

This is tied into more than Amazon. And I understand, and this is not somewhat new, somewhat speculation.

I understand that this is going to be linked with a blowout small to medium sized business product. That will make it so you revolutionize all of... Anyone who runs small business, and I've run a whole bunch of them, you just want to have one setup where you just say, look, I want the receivables here. I want to be able to send the money over to tax. And you have assistant that does that.

SPEAKER_4 (2:35)

Okay.

Jim Cramer (2:36)

And you pay that assistant a lot of money.

SPEAKER_4 (2:38)

From like the accounting management side?

Jim Cramer (2:40)

Yes.

SPEAKER_4 (2:40)

That's interesting. Well, if you look at it too, so the Muse, it leverages a lot of the data on Meta platforms. So you think your Facebook profile or your Instagram profile, so it really knows a lot about you and can provide personalized and relevant recommendations as well.

Jim Cramer (2:56)

I mean, imagine you have a campaign. I mean, my daughter has a potato chip company, Folds, and I want her to do a campaign, okay, because she's on Shopify. Well, how about you go to Instagram, you go to your Muse, you go to your Muse, you tell your Muse, I need a campaign that tells me it's $6, $4 per bag, and then send it to, and it looks like this and it designs it, and you send it to Shopify, you know how many people you don't have to hire? I mean, I think this could be extraordinary. So do not sell Meta.

It is going to be extraordinary. They have a lot of things lined up that they've kept very close to the vest.

SPEAKER_5 (3:36)

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.

SPEAKER_2 (4:08)

Trading at Schwab is now powered by Ameritrade, bringing you an expanding library of education with even more ways to sharpen your trading skills. Access new online courses, insightful webcasts, articles, engaging videos, and more. All curated just for traders. Plus, guided learning paths with content designed to fit your unique interests. And no sifting to find exactly what you need, so you can spend your time learning to trade brilliantly. Learn more at schwab.com/trading.