Cramer’s Morning Take: Meta 12/2/25
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 2 December 2025
⏱️ 2 minutes
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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 | CnBC Investing Club morning meeting. |
| 0:08.6 | Some other AI headlines today, the Wall Street Journal, they're saying OpenAI, Sam |
| 0:13.7 | Altman declared a code red to improve chat GPT as it faces pressure from Google Gemini. They're going to focus on fixing, improving chat GPT, pushing out some other initiatives. |
| 0:25.6 | Including advertising. |
| 0:27.6 | Now, I've been saying that the most vulnerable opponent of Open AI was meta. |
| 0:32.6 | Because if you get social right, you could take share from meta. |
| 0:36.6 | I now feel you've got to go buy meta right now. |
| 0:39.5 | Yeah. |
| 0:39.8 | Off this, meta's down 150 points. |
| 0:42.1 | You can buy meta with, it's a free fire zone against Open AI right now. |
| 0:45.9 | Or maybe it's to remember we've heard on past calls from Zuckerberg that, you know, his idea is that at some point you'll just be able to write an advertiser, write a check to meta, |
| 0:57.0 | and they'll create their whole ad campaign for you. |
| 1:00.0 | So just another consideration. |
| 1:02.0 | And people have to realize that someone who has advertised on it, it's very expensive. |
| 1:05.0 | I mean, for instance, Reddit is much cheaper, okay? |
| 1:08.0 | But the scale of this thing is monstrous. So if you're a consumer package, |
| 1:11.9 | it's a good company, I don't know what you're doing in advertising anything linear other than the |
| 1:15.4 | NFL. Start your day with my outlook on the daily market every morning at 1020 a.m. Visit |
| 1:23.2 | CNBC.com slash morning take to access all the benefits of being a CNBC investing club member. |
| 1:30.6 | All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC |
| 1:34.4 | Investing Club are solely Kramer's opinions and do not reflect the opinions of CNBC, NBC Universal, |
... |
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