Squawk on the Street Cramer’s Morning Take: Alphabet 1/20/26
Jan 20, 2026
Jim Cramer discusses his strategy for navigating market fluctuations, particularly the influence of presidential actions on investor sentiment. He emphasizes his intent to buy more shares of Google, praising its high quality while keeping an eye on Alphabet's recent dip. The conversation also touches on the bond market's impact on housing and the significance of tariffs in shaping investor behavior. With insights on NVIDIA as a stock to watch, Cramer offers a candid look at today’s tech giants.
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Presidential Comments Drive Market Volatility
- The president's market comments can create significant volatility and shift investor behavior.
- Cramer warns those messages often contradict policy and merit caution when speculating.
Buy High-Quality Tech Stocks
- Do focus on buying high-quality tech stocks instead of speculating on volatile names.
- Jim Cramer plans to buy more Alphabet ahead of the Thursday meeting as a planned buy.
Momentum Versus Fundamentals
- Momentum names like Sandisk and Intel attract interest despite Cramer not preferring them.
- He favors buying quality over chasing high P/E stocks that may fail to make numbers.