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GOOGN

GOOGN
$48.37
▼ $0.19 (−0.39%) today
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Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 9/21/26

  • Retrospective on Tim Cook's Apple tenure, which ended September 1, 2026, built from a decade of Cramer interviews
  • Cramer's original thesis: Apple as the future health company and the future credit card company
  • Cook cited 11,000 ResearchKit signups in 24 hours for a Stanford cardiovascular study
  • Cramer framed Apple Pay as pushing retailers and card networks toward adoption

With Cook out of the CEO chair as of September 1, the case for Apple built on services, health data and payments now belongs to someone else to defend. Cramer's replay is a reminder that the growth story he backed for a decade rested on those businesses.

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GOOGGoogle
Dividend raised$0.22ex-date 2026-09-04 · 0.32% yield · 2 yrs paying · +4.8% YoY

Alphabet lifted its quarterly payout 4.8% to $0.22, its second raise in the two years since it started paying at all. A company spending heavily on AI infrastructure is still committing more cash to shareholders.

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GOOGLGoogle
Dividend raised$0.22ex-date 2026-09-04 · 0.32% yield · 12 yrs paying · +4.8% YoY

Alphabet lifted its quarterly payout 4.8% a share, a raise that signals AI capex is not crowding out cash returns. Owners buying today lock in the base of a dividend still early in its growth curve.

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THE WIRE

Q2 13Fs show Berkshire Hathaway adding to its Alphabet stake, now 9.4% of Warren Buffett's portfolio, while Leon Cooperman's Omega Advisors exited entirely. Druckenmiller and Cathie Wood opened new stakes in the same quarter. Watch whether the buying side holds through the antitrust and AI search debate.

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