CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/16/26

0:00With the Discover Cashback Card, it's payback time when you earn cash back on everyday purchases. Activate and earn 5 % cash back at different categories each quarter on up to$1 ,500 in purchases. That's 5 % cash back at different places each quarter, like grocery stores, on gas, and at restaurants. It pays to Discover. Terms apply. See discover.com slash 5 for details. This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab. Schwab Market Update, an original podcast from Charles Schwab, provides an information-packed daily market preview on stock updates, U.S.

0:39and global economic news, monetary policy decisions, and key results and statistics that may impact your trading. Download the latest episode and And subscribe at schwab.com slash market update podcast or find Schwab Market Update wherever you get your podcasts. Jim 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. Mark Zuckerberg, he weighed in on X. He's saying every lab has a responsibility and incentive to move at a pace required to train its model safely and the ability to take its own actions to ensure that happens.

1:31He said one of the reasons why they actually delayed Muse recently for several months was to focus on safety and security. He didn't call out others to do it. By the way, Citi adds Meta to an upside 90-day catalyst watch ahead of next week's Meta Connect conference, where they think they'll update their AI product strategy. Meta's been a stock, it was a really tough, call it first, you know, seven months of the year, but now moved into the green over the past couple weeks, up about 3 % year to date. Yeah, look, there's a September 23rd announcement about Muse, we find out more. But what I think's happened with Meta, two things.

2:12One is, as I explained to our members multiple times, the lawsuits about what Meta's, let's say their impact on teens, what that was an issue that I think was pretty much taken off the table just when everyone started talking about a tobacco moment because they settled with the attorney general who are the most difficult and tough opponents. And the second thing is, by talking about Muse, we got away from the idea that what matters are the glasses. Now, I know that multiple times Mark has said the glasses are the best way. I have a couple pairs of the glasses, and I find they're good when you go overseas.

2:52I'm sure there's many uses. But people have felt that they are no more valid than the product that Apple made where you put on your face and all that stuff. Look, this is really important. Yes. This is really important. Muse is the first thing that would make it so you really have an assistant. I know that I thought, I really did think that Alexa could be my assistant. She hasn't worked out. I do think that Muse, from what we hear, would be how we do everything. I'm out here and I would say, OK, look, I need to take a flight. I need to get home by 12 o 'clock tomorrow. Just book it for me. Let me know and have it printed out.

3:31And Muse will do that for you. And also you'd say, look, I'm going fishing at the equator. It's very cold during the day, surprisingly, and I need the best raincoat. And it will just pick it out. That is why I think Amazon's going down, Jeff, because that would disintermediate going to Amazon and looking through product. All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates, and may have been previously disseminated by Kramer on television, radio, internet, or another medium.

4:06No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Kramer. The opinions offered in connection with this podcast on the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment, or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com forward slash investing club disclaimer.

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