Cramer: Enough with the knee-jerk negativity, it's costing you money
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Yahoo
21 minutes ago
- Yahoo
Microsoft Corporation (MSFT)'s Azure Growth Slowdown Would Mean Amazon 'Doesn't Look Stupid,' Says Jim Cramer
We recently published . Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed. Microsoft Corporation (NASDAQ:MSFT), the world's largest software company, has experienced a turnaround in investor sentiment in 2025. Its shares have gained 24% year-to-date as investors turn bullish about the firm's AI prospects. Cramer discussed Microsoft Corporation (NASDAQ:MSFT)'s Azure cloud computing division in the context of Amazon's AWS and pointed out that lower growth could make Amazon look better: 'Azure, I think it might even be four, five percent. Meaning 39 get knocked back to [34, 35% growth]. Yeah so then Amazon doesn't look as stupid and horrible as everybody says with Amazon Web Services falling behind. A lot of companies do write, younger companies want want to write on chat [ChatGPT], they want to write on OpenAI. But Amazon did this deal yesterday with OpenAI that no one even talked about that makes it so people are more likely to stay with Amazon Web Services.' Previously, he outlined how Microsoft Corporation (NASDAQ:MSFT) is performing well: 'So let's do this. Let's go over from best and not best because I refuse to call any of these the worst. I want to start with Microsoft because this one has become completely sainted. Microsoft's doing incredibly well in every single phase of its business. The basic enterprise software product is the strongest I've seen it since, almost since it started. It's aided by rapid adoption of Copilot, Microsoft's AI product. Hardware 'LinkedIn's just doing really strongly. Their video game's selling spectacularly. Azure, the cloud infrastructure division, is outstanding with a huge acceleration in growth this quarter. Finally, Microsoft owns a giant slug of OpenAI and its usually valuable ChatGPT fundraising round at a $300 billion valuation. Microsoft owns 49% of the for-profit portion of the company. I've followed this company for a long time since it came public, even before then. There's always been one thing, one fly… only one piece of hair on it. Uh-uh, this time the quarter was flawless, yes, flawless.' While we acknowledge the potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
25 minutes ago
- Yahoo
Amazon.com, Inc. (AMZN) Needs To Open Its Wallet To NVIDIA, Says Jim Cramer
We recently published . Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently discussed. Inc. (NASDAQ:AMZN)'s shares are flat year-to-date after they dipped by a whopping 9.6% after the firm's latest earnings report. The shares fell after the firm's latest quarterly earnings report saw it post 17.5% growth for its cloud computing business, which significantly lagged Microsoft's 39%. Cramer discussed the cloud growth and shared key insights about why Inc. (NASDAQ:AMZN) might be struggling to attract customers to its cloud computing business: 'Azure, I think it might even be four, five percent. Meaning 39 get knocked back to [34, 35% growth]. Yeah so then Amazon doesn't look as stupid and horrible as everybody says with Amazon Web Services falling behind. A lot of companies do write, younger companies want want to write on chat [ChatGPT], they want to write on OpenAI. But Amazon did this deal yesterday with OpenAI that no one even talked about that makes it so people are more likely to stay with Amazon Web Services. Copyright: nd3000 / 123RF Stock Photo '[On AWS losing cloud share] I think that's because Amazon has not opened up its wallet to NVIDIA. . . .they've been spending money. . .their own chips, which aren't as good and people are going away from them. They're being penny wise and pound foolish there. . . David, they're own chips are inferior to NVIDIA. . .Penny wise, pound foolish at Amazon.' While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
CNBC
3 hours ago
- CNBC
Apple's reversal of fortune continues, and a historic stock offering may be in the works
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: Stocks on Friday are finishing the week out strong. The technology sector and in particular Apple are big reasons why — more on Apple shortly — but there's decent strength across the board with most of the 11 sector indexes in positive territory except for the industrials, real estate, and utilities. Rally mode: Apple's reversal of fortunes continued Friday as shares climbed more than 4% — bringing its week-to-date advance to roughly 13%, on pace for its third-best weekly performance in the past decade, according to FactSet data. The only other better weeks in that time frame came in late July 2020, fueled in part by a blowout earnings report amid a pandemic-fueled surge in electronics purchases, and in early May 2018, which also coincided with strong quarterly results and guidance . With this week's surge, Apple shares have crossed over their 200-day moving average, a positive technical milestone, and are trading at their highest levels since "Liberation Day" on April 2. The driver of this week's resurgence, of course, is Apple returning to the good graces of President Donald Trump with its $100 billion additional investment commitment to U.S. manufacturing. Trump's tariff policies — and, more specifically, his public-pressure campaign on Apple to build iPhones in the U.S. — have been a major overhang on Apple shares this year. Couple that with dual threats to its lucrative services business and its apparent aimlessness on artificial intelligence, and that's how you get Apple shares entering this week down 19% year to date, which put the stock in the bottom 15% of all companies in the S & P 500 during that stretch. The market reaction over the past three days is clearly signaling that investors are feeling better about the tariff threat and, at least for now , are willing to put aside their other concerns. We're certainly feeling better about the stock now, too, after last week's strong earnings report. During Trump's first term, CEO Tim Cook earned plaudits for his ability to maintain a good relationship with the president and minimize Apple's exposure to that batch of tariffs. Up until a few days ago, it didn't seem to be working this time around. But once again, Cook showed why betting against him has been a losing proposition for investors. Big deal: The thawing IPO market may get one of its biggest — and unique — deals of all time later this year. On Friday, The Wall Street Journal reported that the Trump administration is planning to sell stock in government-controlled mortgage giants Fannie Mae and Freddie Mac. According to the report, at least some people in the administration are discussing values for the companies in the ballpark of $500 billion or more — in that range, it could be a historically large stock offering depending on how many shares are sold. The biggest initial public offering in U.S. stock market history is Alibaba in 2014, which saw the Chinese e-commerce and cloud giant raise nearly $22 billion, according to Renaissance Capital data . The only deal larger was Saudi Aramco's 2019 listing on the Tadawul in Riyadh. There's a Club-stock connection to the chatter: Goldman Sachs CEO David Solomon and Wells Fargo chief Charlie Scharf have gone to Washington to discuss the administration's plans for Freddie and Fannie with Trump, according to the report. So, too, have the leaders of Morgan Stanley , JPMorgan Chase , Citigroup and Bank of America , the report said. This is a complicated deal given the nature of Fannie and Freddie, which the government has controlled since 2008, and plenty of details could change from here. Still, a deal of this magnitude and structure is certainly one to watch. Goldman and Wells Fargo have been beneficiaries of the recent uptick in dealmaking and IPOs, in particular. In early June, we discussed the heating up of the IPO market, and it's only gotten hotter since then. There were 26 IPOs in July, and already there have been seven in in the early days of August, according to Renaissance Capital . For the year, we've seen 130 IPOs already versus just 150 in all of 2024, Renaissance's data shows. Next week: It's a lighter week of earnings with only five companies in the S & P 500, and one company in the portfolio scheduled to report: Cisco after the closing bell on Wednesday. Some other notable earnings releases to look out for are CoreWeave , Cava , Brinker , Deere , Tapestry , and Applied Materials . It will be heavy on the data side with the July consumer price index and producer price index due out, along with the government's retail sales report. In other events, on Thursday at noon ET, we'll have our August Monthly Meeting. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
