Sep 29, 2026 · 44 min
Meta pitches AI agents as the next productivity platform
Mad Money w/ Jim Cramer 9/29/26
The episode tests whether Meta’s Muse can move AI from answering questions to handling real consumer and small-business work, while weighing privacy, jobs, and investment risk.
- 1Muse is presented as an agent that can manage tasks, apps, research, and administrative work rather than merely answer questions.
- 2Small-business examples frame AI productivity as a way to reclaim time, expand operations, and potentially create jobs.
- 3BWX Technologies offers a separate investment case tied to defense demand, nuclear power, and future energy infrastructure.
Don't miss
Henry Bennett explains how using Muse for his farm’s website and agricultural analysis saves hours of administrative work each week.
The brief
Cramer opens with financial stocks, weighing Capital One, Bank of New York Mellon, Goldman Sachs, and American Express against a difficult environment for credit-related companies.
The episode’s center of gravity is Meta’s Muse, an AI agent designed to act across tasks and applications, from managing information to reducing routine administrative work.
Meta executive Dina Powell McCormick discusses Muse for consumers and small businesses, including privacy safeguards, user permissions, data-center investment, and possible benefits for local communities.
The clearest real-world test comes from Delaware farmer Henry Bennett, who says Muse helped redesign his website and analyze agricultural data while saving hours of weekly administrative work.
Cramer then turns to BWX Technologies, presenting its defense and commercial nuclear businesses as beneficiaries of naval demand, new reactors, fuel, microreactors, and nuclear-waste management.
The episode closes with rapid-fire stock calls and Cramer’s argument that Meta’s future must be judged beyond its established social platforms and advertising business.
What was said on this episode
29 statements · 24 positive · 5 negative
The 30-year Treasury yield is at a 24-year high.
“The rate on the 30-year Treasury is the highest in 24 years.”
Listen at 0:59
Interest rates may soon move lower.
“We might be due for a quick move down in rates.”
Listen at 1:10
More than 40% of S&P stocks are in bear markets.
“over 40% of stocks in the S&P are in a bear market.”
Listen at 1:37
Cramer likes Capital One, Bank of New York Mellon, and Goldman Sachs.
“I like all of your ideas.”
Listen at 8:42
Goldman Sachs is performing very well.
“I think it's doing incredibly well.”
Listen at 8:54
Meta Muse can review and cancel underused subscriptions.
“Meta's Muse can review all your subscriptions and cancel the ones you don't use enough.”
Listen at 10:38
Muse may help consumers save money.
“This might just be the first real AI product that can actually help consumers save money.”
Listen at 10:44
Airbnb is likely insulated from AI competition.
“I think Airbnb is mostly insulated from AI competition”
Listen at 12:46
Airbnb stock is undervalued after its recent sell-off.
“Airbnb sold off dramatically in the last month to the point where I think the stock's a steal.”
Listen at 13:03
Meta Muse threatens companies benefiting from consumer inertia.
“Metis Muse is a threat to their business.”
Listen at 14:09
Agentic AI will not destroy entire industries.
“I don't think it'll destroy entire industries”
Listen at 14:47
Cramer recommends buying more American Express.
“I would buy more.”
Listen at 15:24
American Express is a strong long-term investment.
“I think AmeriExpress is a great long-term play”
Listen at 15:37
Muse can act on users' behalf rather than merely answer questions.
“Muse is working for you.”
Listen at 17:20
Muse for Small Business manages cash flow and inventory.
“It manages cash flow and inventory for small business owners.”
Listen at 18:27
Meta's AI products are strengthening its core business.
“these artificial intelligence products coming out. of our MSL lab are only making the core business stronger.”
Listen at 19:36
Meta data centers reduce local electricity costs.
“we actually drive electricity costs down.”
Listen at 20:45
Muse saves Henry Bennett at least two to four hours weekly.
“at least two to four hours a week”
Listen at 28:36
Nuclear power demand is entering a supercycle.
“we're going through a super cycle in demand for nuclear power.”
Listen at 32:19
Nuclear power will address AI-driven electricity demand.
“nuclear is going to be the solution for that.”
Listen at 32:51
BWXT backlog increased from $4 billion to $8.4 billion.
“Our backlog, notably, has gone from $4 billion from our last investor day 32 months ago to $8.4 billion today.”
Listen at 33:48
BWXT expects strong growth through 2030.
“that sets us up for a really good growth trajectory all the way out to 2030.”
Listen at 34:02
The nuclear power market is expected to grow.
“we expect it to grow.”
Listen at 37:37
Cramer endorses BWX Technologies as a nuclear power stock.
“the only nuclear power stock that I endorse”
Listen at 37:55
Cramer advises avoiding aerospace stocks currently.
“I don't want to put anybody anywhere near anything aerospace right now.”
Listen at 39:22
Meta is becoming a partially secular growth company beyond advertising.
“It's going from a cyclical company based on ads to a partially secular grower”
Listen at 42:20
Meta's valuation multiple will increase as its business scales.
“The multiple will grow with it.”
Listen at 42:39
Cramer recommends continuing to buy Meta stock.
“keep buying the stock of Meta.”
Listen at 43:28
Meta stock could rise substantially.
“I think it can go a lot higher”
Listen at 43:31
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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