In this article, we will look at Jim Cramer’s 5 Stock Calls: Alphabet, Amazon, and Tech Earnings Recap. Please visit Jim Cramer’s 20 Stock Calls: Microsoft, SoFi, and Tech Earnings Recap, if you’d like to see the extended list and methodology behind it.
5. Meta Platforms, Inc. (NASDAQ:META)
Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. Cramer highlighted the company’s increased capital expenditures outlook and said:
Now, call me confused when it comes to Meta. I’ve been mulling it over before I came out here. I know they announced they upped their capital expenditures by $10 billion. And you know what? When you do that, all I have to say is [don’t buy, don’t buy, don’t buy]. But then again, they did have the fastest revenue growth in five years, so maybe they should spend. But then again, I’d like to see more justification of that spend. But then again, I absolutely like that the revenues were up 33%. You see what I mean? Boom, boom, boom. I didn’t want that, though. I just wanted there to be boom, right?
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products.
4. Amazon.com, Inc. (NASDAQ:AMZN)
Amazon.com, Inc. (NASDAQ:AMZN) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. The company reported its first quarter yesterday, and Cramer remarked:
Amazon, look, I liked the earnings so much, even as I know that there were sellers initially all over the place. I liked it because one of its key divisions, the one that Andy Jassy, the CEO, came from, Amazon Web Services, had incredible growth, 28%. That is just absolutely insane. I remember not that long ago having some, let’s see, hot words with the CFO about whether that Amazon Web Services would even grow in the double digits, and now it’s growing at 28%. Now, they should spend the money. Maybe that’s a bit of a shortage. They may need more power, more compute just for their data center work. I was worried that it would grow at high single digits. Nice move. Their cloud business is fantastic.
Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators.
3. Alphabet Inc. (NASDAQ:GOOGL)
Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. Regarding the company’s recently reported quarter, Cramer said:
But I don’t want to bury the agony and ecstasy of this very evening, where we didn’t have a lot of shortages and instead we just had four gigantic companies that all had to go off at once, possibly because they’re just trying to give me a heart attack. I mean, maybe that’s the story. Four of the Magnificent Seven reported this evening. And remember when I told you that you would need something good from two of them, at least two of them, to power us higher?
Well, that is pretty much what we got, but we didn’t get any shortages. See, Alphabet crushed it, okay, in every line, including Google Cloud, which was extraordinary. That’s been a hot, just a really hot item for a long time now… YouTube, strong again. Search, incredibly strong, which is very important because it’s funding the whole build out, especially their own, jeez, their own semiconductors. Maybe those are in short supply. That could make sense. I’ll go with that.
Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play.
2. NXP Semiconductors N.V. (NASDAQ:NXPI)
NXP Semiconductors N.V. (NASDAQ:NXPI) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. Highlighting the stock’s recent rally, Cramer said:
Or how about NXP Semi, which rocketed 25% on a shortage of chips for autos. That’s a surprise because NXP’s auto business has long been an albatross around the company’s neck. But now that the cars are filled with software-defined products, NXP is a must.
NXP Semiconductors N.V. (NASDAQ:NXPI) provides a range of processing and connectivity solutions, including microcontrollers, application processors, and secure wireless technologies. On January 23, responding to a caller who called chips and related stocks “cyclical,” Cramer remarked:
They are not cyclical. There are particular ones. NXPI is cyclical. On Semi’s cyclical. Texas Instruments is cyclical. Most of the others are not cyclical. Most of them are secular. Those big three are the three that I would say you can’t possibly buy because you have to buy them and then sell them, and I don’t like that.
1. Seagate Technology Holdings plc (NASDAQ:STX)
Seagate Technology Holdings plc (NASDAQ:STX) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. Talking about the stocks that are “working” recently, Cramer mentioned the company and said:
What’s working here? The shares of companies where they can’t make enough product in technology. No, not Amazon, not Alphabet, not Microsoft, not Meta, Seagate, Seagate, the maker of disk drives that store data, including data spewed from machines in the data center. Oh, Seagate’s been a horse for ages now, and it rallied 11% today on the conference call. They talked about how they can’t make their product fast enough. I don’t know when that will change because there aren’t enough machines available for Seagate to expand its disk drive production. Boy, that’s exactly what you want to see. That’s what the market wants.
Seagate Technology Holdings plc (NASDAQ:STX) makes hard drives, solid-state drives, and storage solutions for personal, gaming, and business use.
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