Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks

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2. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q4 2024: 227

Alphabet Inc. (NASDAQ:GOOGL) has been among the poorest performers in the big tech bunch in 2025 as its shares have lost 12% year-to-date. Cramer has discussed the firm several times on his morning show. He has wondered if Alphabet Inc. (NASDAQ:GOOGL) can enjoy any major catalysts to propel its share price later this year. He has also wondered whether the firm can continue to pay Apple to ensure that its search engine is the default option on iOS products. Cramer’s latest comments about Alphabet Inc. (NASDAQ:GOOGL) surrounded the firm’s Veo3 AI video generator and how he believes that it helped with the recent earnings report:

“Well I mean I know that [VO3 video offering from Google] saved Google’s quarter.”

Recently, Cramer also asserted that AI monetization is key for Alphabet Inc. (NASDAQ:GOOGL)’s future. Here’s what he said:

“I am in the Ben Reitzes, Melius, skeptical camp because it’s too expensive. . . stock’s not expensive because the plan may not work!

“Stunning innovation, but then next paragraph says look I don’t know if it’s gonna work. You see that? These tools were awesome. Yeah, okay. Ahead of Adobe, but they did say look it’s a little too expensive. . . monetization of AI research is all that matters.”

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