Jim Kramer 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 1020 a.m. Visit CNBC.com slash morning take to sign up today. That's one word morning tape. What do you make of,

so I mentioned in this deal, AMD is giving warrants to META, and we know META right now is

racing to secure their supply chain. What do you make of Corning? Didn't have to give up any

warrants in their company when they

announced a deal? I spoke to Lisa about that. I did not find necessarily that she addressed too much

about AMD and not. I mean, I mentioned Corny because here's a company that has almost no competition.

No one is going to say I'm going to pit Corning

against X because there is no X. Corning has got the cheapest sand in the world. It's the best

sand. It's the sand that's around Corning. Sand is very inexpensive, but they do have a lot of patents,

including Wendell Weeks has patents himself. He's kind of remarkable man. I come back and I say to myself, well, you know what? If you're the only one, only game in town, they just have to pay up. And that's all there is to it. And that's, I like that more. I like it more because I don't want to hear circular reasoning. I don't want, you know, it's certain what I, look, AMD is working out of a, working out of a position of weakness.

If Nvidia decides to give a price break to meta, then the next, you know, maybe meta would cut off

AMD. Jensen Wong's really competitive. But not if they own a lot of stock.

Yeah, no, that's a fair point.

Yeah, the stock was down a buck and a half.

Yeah, optically negative, NVIDIA.

Yes.

Negative for Broadcom to Broadcom and Metter, close partners.

That stocks down a lot.

People have been thinking there's been some reports that Meadow would buy alphabet TPUs, which we know

were designed by broadcom. Maybe this means it won't. Yeah. I would love to buy Google. I would love

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