Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks

17. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holdings in Q4 2025: 381

Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 41% over the past year and by 18.5% year-to-date. On April 24th, Oppenheimer discussed the firm, as per The Fly. It raised Amazon.com, Inc. (NASDAQ:AMZN)’s share price target to $275 from $260 and kept an Outperform rating on the shares. The financial firm outlined that the technology company could benefit from an improved outlook for its AWS cloud computing business during its upcoming earnings report. Oppenheimer added that Amazon.com, Inc. (NASDAQ:AMZN)’s eCommerce business could experience margin pressure due to high fuel costs. The firm’s earnings saw it grow AWS by a whopping 28%, and Cramer commented on the results:

“The next is Amazon, which was really amazing which was really amazing with a bunch. . .

“I have to tell you, this was the night where Jensen Huang was proven right. If you spend a lot, you make a lot. And I’ve got to tell you, they are now making fortunes on Amazon Web Service, fortunes, it grows at 28%. I remember big fight I had with them, when it was growing at 12%, you son of a, you can’t deliver, you can’t deliver, well they delivered. It was just, I could not believe how much money they are making, on the cloud.

“But one of the things that happened, and Amazon explained it very well, is that, because of components, components cause so much money right now, DRAM, that all these companies that were doing it on prem, so to speak, at their office, it’s too expensive so they’ve got to go to the cloud. This is a master class, it’s a clinic. They did it, David.

“Okay, Amazon’s another one, where is that stock going to stop? Look, why do they have to stop? Why can’t people realize that Amazon, oh because of the war? Because Amazon’s going to 300, it’s not stopping here. Why do you stop right here? Every single analyst has got a target north of 300!”

Cramer also tweeted about the firm:

“Alphabet, Amazon, Apple breaking away…Incredibly well-run companies, triumphing over lots of obstacles, obstacles that Wall Street thought could not be overcome…”