10 Stocks Jim Cramer Discussed As He Blasted China’s Hostility Towards The US

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1. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holders In Q1 2025: 328

Amazon.com, 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 Amazon.com, 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.

“[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 to grow, 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 AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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