CNBC Investing Club: Cramer’s Morning Take on Meta 9/9/26

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0:43Jim Cramer 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 Take. I do like what Met is doing. Yeah, let's focus on that because you can see the stock making a big move today. After late yesterday, they announced Muse, which is a personal AI agent powered by its Muse Spark model. Mizuho says it's more promising than what we expected. and it's basically, it can handle a lot of tasks for you.

1:28KeyBank gives an example. If you save a recipe reel on Instagram, Muse can create a grocery list and help with shopping. Email as well. It's one of the biggest downloaded apps in the Apple App Store right now. I looked at it today and I said, you know what, I want it. Now, I use Alexa to order things, but of course that's only tied into Amazon. This is tied into more than Amazon. And I understand, and this is not somewhat news, somewhat speculation, I understand that this is going to be linked with a blowout small to medium-sized business product that will make it so you revolutionize all of, anyone who's run small business, and I've run a whole bunch of them, you just want to have one setup where you just say, look, I want the receivables here.

2:15I want to be able to send the money over to tax. And you have an assistant that does that. And you pay that assistant a lot of money. From like the accounting management side? Yes. That's interesting. Well, if you look at it too, so the Muse, it leverages a lot of the data on meta platforms. So you think your Facebook profile or your Instagram profile. So it really knows a lot about you and can provide personalized and relevant recommendations as well. I mean, imagine you have a campaign. I mean, my daughter has a potato chip company, Foles. And I want her to do a campaign, okay, because she's on Shopify.

2:48Well, how about you go to Instagram, you go to your muse, you tell your muse, I need a campaign that tells you it's$6,$4 per bag, and then send it to, and it looks like this, and it designs it. And you send it to Shopify. You know how many people you don't have to hire? I mean, I think this could be extraordinary. So do not sell Meta. It is going to be extraordinary. They have a lot of things lined up that they've kept very close to the vest.

3:45To view the full CNBC Investing Club disclaimer, please visit cnbc.com forward slash investingclubdisclaimer.

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