Jim Cramer Believes That Amazon Handled Its AI Investment Narrative Better Than Meta
November 6, 2025
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks related to the AI space that Jim Cramer discussed. Cramer discussed the company’s spending in the space, as he said:
“Finally, Amazon raised its full-year CapEx guidance for 2025 from 118 billion all the way up to 125 billion, and CFO Brian Olsavsky said, told us, listen, the amount is going to increase next year too. So even though only Meta stock sold off hard on heightened AI spending, the truth is everybody’s doing it at this point… I think Amazon and Alphabet both did a much better job of explaining why they need to shell out all that money. For example, during Amazon’s conference call, CEO Andy Jassy laid it out for you. Listen to this quote. ‘You’re going to see us continue to be very aggressive in investing in capacity because we see the demand. As fast as we’re adding capacity right now, we’re monetizing it.’
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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.
While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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.
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