Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/2/26
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Feb 2, 2026 A lively breakdown of why a major tech company’s divisions dominate their markets. A candid recounting of a prior misstep reacting to antitrust hype and how the decision was reversed. A return to owning the stock with focus on future prospects. Brief market color on chip shortages and implications for Apple and memory makers.
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Alphabet's Multiple Dominant Businesses
- Jim Cramer argues Alphabet's divisions are each market-dominant, creating an unusually strong company moat.
- He cites Waymo, YouTube, Gemini, and search as complementary dominance points driving future growth.
Leadership Across Distinct Tech Segments
- Cramer highlights Waymo as currently dominant compared with Tesla in its domain and notes YouTube's global video dominance.
- He implies leadership across diverse segments strengthens Alphabet's investment case.
Cramer Admits A Mistake On Antitrust Outlook
- Jim Cramer recounts being wrong about the government's intent to break up Alphabet after an initial court decision.
- He admits he owned that mistake and used it to re-evaluate and buy back into the stock.