Cramer’s Morning Take: Meta 12/2/25

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Jim Cramer (0:10)

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Jim Cramer (0:32)

I'm Jim Cramer and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting.

SPEAKER_1 (0:39)

Some other AI headlines today. The Wall Street Journal, they're saying OpenAI Sam Altman declared a code red to improve ChatGPT as it faces pressure from Google. Gemini, they're going to focus on fixing, improving ChatGPT, pushing out some other initiatives.

Jim Cramer (0:56)

Including advertising. Now, I have been saying that the most vulnerable opponent of OpenAI was Meta. Because if you get social right, you could take share from Meta. I now feel you got to go buy Meta right now.

SPEAKER_1 (1:09)

Yeah.

Jim Cramer (1:09)

Off this, Meta's down 150 points. You can buy Meta with, it's a free fire zone against OpenAI right now.

SPEAKER_1 (1:16)

Or maybe it's to remember, we've heard on past calls from Zuckerberg that his idea is that at some point you'll just be able to write an advertiser, or write a check to Meta, and they'll create their whole ad campaign for you. So just another consideration.

Jim Cramer (1:31)

People have to realize that someone who has advertised on it, it's very expensive. I mean, for instance, Reddit is much cheaper, okay? But the scale of this thing is monstrous. So if you're a consumer packaged goods company, I don't know what you're doing in advertising anything when you're other than the NFL.

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