Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/6/26
Feb 6, 2026
A lively dive into why a megacap tech stock looks buy-worthy right now. Comparison of monetization trends across major cloud and ad players. A look at massive capex moves and what they mean for earnings. Spotlight on infrastructure winners powering data centers and chip demand.
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Alphabet Delivering Stronger Spend Returns
- Jim Cramer says Alphabet appears to be getting more return on its spending than Amazon and Meta right now.
- He highlights Alphabet's diverse monetization across search, LLMs, and cloud as a strength.
Capex Can Produce Divergent Market Reactions
- Cramer contrasts the capex stories of Meta, Amazon and Alphabet and notes differing investor reactions.
- He points out Meta's guide pleased investors while Amazon's operating income disappointed despite capex.
Chip Buyers Fuel Data Center Winners
- Cramer says customers paying for chips (NVIDIA, Broadcom) are the ones funding the spending cycle.
- He connects chip demand to data-center equipment winners like Eaton and other infrastructure plays.