Cramer’s Morning Take: Meta 1/29/26

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Jim Cramer (1:00)

Hey, it's Cramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

SPEAKER_4 (1:07)

Why don't we just get right to it? Let's talk about meta, because it was a nice quarter last night.

Jim Cramer (1:14)

If the market could stabilize, this could be up a lot more. And the reason I say that is because this was probably the cleanest first quarter guide of any company I follow. Well, they are very, very bullish. They're spending a little, they're spending a lot, but they're getting a lot more. I remember in one of my meeting meetings with Jensen, I know I go to Jensen a lot, but he is the go-to guy. He said, look, one day you'll wake up and companies will start using Enchantics and they'll start getting tremendous productivity and you're going to realize the power of what we've got. That's what this is happening right now.

SPEAKER_4 (1:46)

And that revenue guide was powerful. So they did 24% in the quarter, and then they guided revs to 53.5 to 56.5 billion, well above consensus 51.4 billion. It does come with more expenses, capex, just huge numbers here, 115 billion to 135 billion for the full year. And that's helping a lot of the industrial data center complex. I saw Eaton up nicely today.

Jim Cramer (2:11)

Yeah, Eaton is very much in the same boat. You know, Caterpillar, Eaton, Cummins. Bloom Energy, by the way, I mentioned that for younger people. There's the one.

SPEAKER_4 (2:19)

But so why do you think the market, you know, expense is much bigger than expected? Why do you think the stock's up 8% even though?

Jim Cramer (2:25)

Well, first of all, it went down a great deal because people felt that you were not monetizing it. There were problems. So, you know, there's just spending a lot, not getting anything. And he's spending a lot on energy, not getting anything. Well, now we see why he's spending. He's spending it because every dollar he gets is going to get in a lot more. I get the sense, and I actually have someone who did this, that you do call them, you say, look, here's what I make, send it to 3 billion, and then the customer is incredibly satisfied. It is an amazing company right now. They're talking about monitoring. Remember, they have 3 billion people, and if you can figure out who from your data, who might want that parka, your numbers are going to, the parka company is going to explode. I mean, I'm talking to my daughter, I'm telling her, listen, find out that she's a potato chip company. Find out who wants natural potato chips. I mean, there's people who they can measure and get that folds as the brand, just in case you want to know.

SPEAKER_4 (3:19)

So the big takeaway is that AI is creating a lot of new opportunities for them to improve engagement on the platforms, increase monetization.

Jim Cramer (3:27)

Yes, but remember, this would have been Adobe. Normally you go to Adobe to help you design the ad, a lot of work for you. No more, no more. And you're never going to do it as well as Mark Zuckerberg. This was a tour de force quarter.

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SPEAKER_5 (3:56)

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.