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Squawk on the Street

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

Squawk on the Street

CNBC

News, Investing, Business

4.1567 Ratings

🗓️ 2 February 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Cramer breaks down why this tech giant is ‘such a winner.’ This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0

Jim Kramer here to share a short preview of my take on the market from today's members-only

0:07.1

CNBC Investing Club Morning Meeting. Join the club for full access to the morning meeting every day

0:12.6

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word morning take. I spent a lot of time on this

0:24.8

piece and trying to explain to people why this this is such a winner. And it has to do with every

0:32.0

single division is a dominant division. Remember, Waymo is dominant over right now, over whatever. Sounds like they're

0:38.2

raising more money to. Yeah, over what Tesla is doing. They're raised money. YouTube is the dominant

0:43.1

video player in the world. Okay. Gemini Google is now the, I think, will be, and some people say

0:49.2

is already, the dominant chat bot. So you just have this incredible, then search, obviously, the number one.

0:56.7

You have everything going for that company.

0:58.7

And that company was mispriced because down here, and I mentioned that,

1:02.7

the government said they were going to wipe them out.

1:04.5

People have to recognize you.

1:05.5

I do speak to the government.

1:06.9

And the government was, government, when they won that decision at the lower, before the guy reverses themselves, the judge, the government was just jubilant. And they were thinking that this company is going to be broken up in a very vicious way. And I brought into that. And that was incorrect. That's okay. You make mistakes. But then that was one of my mistakes. And I felt to correct it by saying, we don't care where it's been. We care where it's going to. So we're back in. I was going to say it would be another mistake to essentially not own it, considering the Ron and the positive CalWens. I mean, look, I do not own. Do I not own Sandisk? Do I't know micron. I mean, look, there's a couple of

1:44.4

stocks that were up very big last year. You had to realize that there is a huge shortage going on still,

1:50.1

and people just continue to buy and buy and buy. But if you take a look, Apple noted the shortage,

1:55.7

and Apple's doing quite well today.

1:58.7

All opinions expressed by Jim Kramer on this podcast and in connection with the

2:02.0

CNBC Investing Club are solely Kramer's opinions and do not reflect the opinions of

2:05.4

CNBC or its parent company or affiliates and may have been previously disseminated by Kramer

2:09.7

on television radio, internet or another medium. No specific outcome or profit is guaranteed

2:13.9

in connection with your reliance upon or other use of the content from Kramer.

...

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