Cramer’s Morning Take: Alphabet 1/20/26

Squawk on the Street

CNBC

Business, Investing, News

4.1 • 567 Ratings

🗓️ 20 January 2026

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cramer says he wants to buy more of this tech giant’s stock prior to Thursday’s monthly meeting. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0	I'm Jim Kramer and you're about to hear a sample taken directly from today's
0:06.5	CBC Investing Club morning meeting.
0:08.5	Look, my principal reason why I'm scrutinizing things is because we know that the president
0:15.5	watches the market very closely.
0:17.9	We know that there are situations where you want to be able to get in because
0:23.2	the president, because he does change his mind a great deal. And then there's situations like
0:27.1	entirely just kind of crazy because they just are so powerful. And that's the sandis and the
0:31.9	intels. I'm not as interested in those, but I know that a lot of people want to be in those
0:37.4	because they just
0:38.3	have tremendous momentum.
0:39.3	You mentioned he watches the market.
0:41.3	How about the bond market, the 10-year, spiking to 4.28% this morning after the tariff
0:49.3	news, maybe there's some dumping of treasuries.
0:51.3	The president wants very much to see interest rates slower and not to be able to get the housing industry the right direction.
0:58.6	We have to be very careful.
0:59.7	There are messages that the president puts forward that are very contrary over and over and over again, which is why, again, I want to stay away from speculation.
1:07.9	I want to buy high quality.
1:09.2	You know, I do want to buy some Google this week ahead of our Thursday meeting because I don't find you're going to get a chance to buy it other than in something like this. I don't want to buy things that have high price earnings multiples that I don't think can make the numbers. Obviously that would be terrible. And here I'm thinking about like a service now, which still has a high price service multiple. Well, you mentioned Alphabet.
1:28.3	Maybe we could throw up some tech names here, maybe see what they're doing, NVIDIA. You can see Alphabet down a percent and a half here. Remember that was down $8 at one point. It's not down there. I think this is a buy. I just think it's a plan out buy. Start your day with my outlook on the daily market every morning at 10.20 a.m.
1:48.1	Visit cnbc.com slash morning take to access all the benefits of being a CNBC Investing Club member.
1:57.6	All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC
2:01.4	Investing Club are solely Kramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates
	...

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