🕷️ Crawler Inspector

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Raw Queries and Responses

1. Shard Calculation

Query:

Response:

Calculated Shard: 88 (from laksa165)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa088.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2026/03/06/jim-cramer-says-buy-2-trillion-dollar-ai-stocks/\')), getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2026/03/06/jim-cramer-says-buy-2-trillion-dollar-ai-stocks/\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/www.fool.com\/investing\/2026\/03\/06\/jim-cramer-says-buy-2-trillion-dollar-ai-stocks\/","crawl_time":1775946950,"first_indexed_time":1772789745,"http_code":200,"src_unparsed":"com,fool!www,\/investing\/2026\/03\/06\/jim-cramer-says-buy-2-trillion-dollar-ai-stocks\/ s443","src_root_hash":"16263700115757751488","history_drop_reason":null,"meta_title":"Jim Cramer Says Buy 2 Trillion-Dollar AI Stocks -- Wall Street Agrees. | The Motley Fool","meta_descriptions":["Former hedge fund manager Jim Cramer says buy Alphabet and Amazon."],"attrs_boilerpipe_text":"Jim Cramer is best known as the host of CNBC's\nMad Money\nand coanchor of\nSquawk on the Street\n. But he used to be a hedge fund manager at Cramer Berkowitz, where he earned an exceptional return of 24% annually for 14 years before retiring in 2001.\nCramer recently recommended buying\nAlphabet\n(\nGOOGL\n0.41%\n)\n(\nGOOG\n0.20%\n)\naround $344 per share. He also recommended buying\nAmazon\n(\nAMZN\n+2.05%\n)\naround $239 a share. Both stocks have dropped since Cramer made the calls, but most Wall Street analysts also think Alphabet and Amazon are undervalued.\nAmong 74 analysts, Alphabet has a median target price of $385 per share. That implies 29% upside from the current share price of $299.\nAmong 72 analysts, Amazon has a median target price of $285 per share. That implies 31% upside from the current share price of $217.\nHere's what investors should know about these\ntrillion-dollar companies\n.\nImage source: Getty Images.\n1. Alphabet\nThe investment thesis for Alphabet centers on its strong presence in digital advertising and cloud computing. As the largest\nadtech company\nand third-largest public cloud, Alphabet is primed for strong growth, especially because expertise in\nartificial intelligence\n(AI) will likely reinforce its competitive edge in those markets.\nFor instance, applications like\nChatGPT\nhave made it abundantly clear that\ngenerative AI\nwill forever alter internet search, but Alphabet's Google Search has adapted with AI Mode and AI Overviews, features built on its proprietary\nGemini models\n. CEO Sundar Pichai says those features are \"driving greater usage.\"\nAdditionally, while Google Cloud still trails Amazon Web Services and\nMicrosoft\nAzure, the company has steadily gained market share in recent years due in large part to demand for its Gemini models and custom AI accelerators called Tensor Processing Units (TPUs). In fact, Google Cloud revenue growth has accelerated in three consecutive quarters.\nImportantly, while TPUs were initially limited to internal use, Alphabet now monetizes the chips externally.\nMeta Platforms\nand\nAnthropic\nhave signed a multibillion-dollar deal to rent TPUs, and Meta may deploy TPUs in its own data centers by 2027. Alphabet has also signed an agreement with at least one large investment firm to fund a joint venture that will provide TPU-based cloud services.\nWall Street expects Alphabet's earnings to increase 11% annually through 2027. That makes the current valuation of 28 times earnings look rather expensive. But analysts have regularly underestimated the company. Alphabet beat the consensus earnings estimate by an average of 15% in the last six quarters. If that continues, the current price is a reasonable entry point.\nGOOGL\nToday's Change\n(-0.41%) $-1.31\nCurrent Price\n$317.18\n2. Amazon\nThe investment thesis for Amazon revolves around its strong position in online shopping, digital advertising, and cloud computing. The company is leaning on AI to drive growth in all three segments, but the value proposition is particularly compelling in its low-margin retail business, where generative AI is reducing costs by optimizing everything from inventory placement to last-mile delivery routes.\nAmazon Web Services (AWS) leads the cloud infrastructure and platform services market with 41% revenue share, according to\nGartner\n. CEO Andy Jassy says that scale makes AWS an attractive platform for AI: \"AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS.\" Cloud revenue growth accelerated to 24% in the fourth quarter, the fastest growth in 13 quarters.\nAdditionally, Amazon has developed custom AI accelerators called Trainium and Inferentia, which support training and inference workloads, respectively.\nOpenAI\nrecently agreed to consume 2 gigawatts of Trainium capacity as part of a multiyear deal valued at about $138 billion. Jassy says custom chips have achieved an\nannual revenue run rate\nof $10 billion, and the business is growing at a triple-digit percentage.\nAmazon stock is down 15% from its high, partly because the company announced plans to spend\n$200 billion on capital expenditures in 2026\n. But I think investors have overreacted. Heavy spending on AI infrastructure is moving the needle, and Jassy says AWS is monetizing cloud computing capacity as fast as the company can install it.\nMorgan Stanley\nrecently called Amazon the most underappreciated generative AI winner within its coverage universe.\nWall Street expects Amazon's earnings to increase 15% annually through 2027. That makes the current valuation of 30 times earnings look reasonable, especially when Amazon beat the consensus estimate by an average of 19% in the last six quarters. The current price is an attractive buying opportunity for long-term investors.","attrs_markdown":"[Accessibility Menu](https:\/\/www.fool.com\/investing\/2026\/03\/06\/jim-cramer-says-buy-2-trillion-dollar-ai-stocks\/)\n\nSearch for a company\n\n[Accessibility](https:\/\/www.fool.com\/investing\/2026\/03\/06\/jim-cramer-says-buy-2-trillion-dollar-ai-stocks\/)\n\nLog In\n\n[Help](https:\/\/support.fool.com\/)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple-reversed.svg?_w=320)![The Motley Fool](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Fmisc-assets%2Ftmf_holdingco_logo_stacked_magenta_royalpurple_rev.png&w=96&op=resize)](https:\/\/www.fool.com\/)\n\n- Our Services\n  [All Services](https:\/\/www.fool.com\/services\/)[Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)[Epic](https:\/\/www.fool.com\/services\/epic\/)[Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)[Fool 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+\\$1.36](https:\/\/www.fool.com\/quote\/nasdaq\/meta\/)\n\n[MSFT \\$370.82-0.6% -\\$2.25](https:\/\/www.fool.com\/quote\/nasdaq\/msft\/)\n\n[NVDA \\$188.67+2.6% +\\$4.76](https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/)\n\n[TSLA \\$348.76+0.9% +\\$3.14](https:\/\/www.fool.com\/quote\/nasdaq\/tsla\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\nFree Article[Explore Premium Services](https:\/\/www.fool.com\/services\/)\n\n# Jim Cramer Says Buy 2 Trillion-Dollar AI Stocks -- Wall Street Agrees.\nFormer hedge fund manager Jim Cramer says buy Alphabet and Amazon.\n\nBy [Trevor Jennewine](https:\/\/www.fool.com\/author\/20339\/) – Mar 6, 2026 at 4:12AM EST\n\n[Follow us](https:\/\/profile.google.com\/cp\/CgkvbS8wNTc4bWs)\n\nShare\n\nSummarize with AI\n\n## Key Points\n- Jim Cramer recently recommended buying Alphabet and Amazon, two trillion-dollar artificial intelligence (AI) stocks that most Wall Street analysts see as undervalued.\n- Alphabet's cloud computing revenue has accelerated in three straight quarters, and its custom chips business could evolve into a substantial revenue stream.\n- Amazon is leaning on AI to make its retail operations more efficient, and cloud computing revenue growth recently accelerated to a 13-quarter high.\n\nJim Cramer is best known as the host of CNBC's *Mad Money* and coanchor of *Squawk on the Street*. But he used to be a hedge fund manager at Cramer Berkowitz, where he earned an exceptional return of 24% annually for 14 years before retiring in 2001.\n\nCramer recently recommended buying **Alphabet** ([GOOGL](https:\/\/www.fool.com\/quote\/nasdaq\/googl\/) 0\\.41%) ([GOOG](https:\/\/www.fool.com\/quote\/nasdaq\/goog\/) 0\\.20%) around \\$344 per share. He also recommended buying **Amazon** ([AMZN](https:\/\/www.fool.com\/quote\/nasdaq\/amzn\/) \\+2.05%) around \\$239 a share. Both stocks have dropped since Cramer made the calls, but most Wall Street analysts also think Alphabet and Amazon are undervalued.\n\n- Among 74 analysts, Alphabet has a median target price of \\$385 per share. That implies 29% upside from the current share price of \\$299.\n- Among 72 analysts, Amazon has a median target price of \\$285 per share. That implies 31% upside from the current share price of \\$217.\n\nHere's what investors should know about these [trillion-dollar companies](https:\/\/www.fool.com\/research\/largest-companies-by-market-cap\/).\n\n![A white origami bull.](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859380%2Fbull-market-6.jpg&w=3840&op=resize)\n\nImage source: Getty Images.\n## 1\\. Alphabet\nThe investment thesis for Alphabet centers on its strong presence in digital advertising and cloud computing. As the largest [adtech company](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/advertising-tech\/) and third-largest public cloud, Alphabet is primed for strong growth, especially because expertise in [artificial intelligence](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/) (AI) will likely reinforce its competitive edge in those markets.\n\nFor instance, applications like [ChatGPT](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/chatgpt\/) have made it abundantly clear that [generative AI](https:\/\/www.fool.com\/terms\/g\/generative-ai\/) will forever alter internet search, but Alphabet's Google Search has adapted with AI Mode and AI Overviews, features built on its proprietary [Gemini models](https:\/\/www.fool.com\/terms\/g\/google-gemini\/). CEO Sundar Pichai says those features are \"driving greater usage.\"\n\nAdditionally, while Google Cloud still trails Amazon Web Services and **Microsoft** Azure, the company has steadily gained market share in recent years due in large part to demand for its Gemini models and custom AI accelerators called Tensor Processing Units (TPUs). In fact, Google Cloud revenue growth has accelerated in three consecutive quarters.\n\nImportantly, while TPUs were initially limited to internal use, Alphabet now monetizes the chips externally. **Meta Platforms** and [Anthropic](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-anthropic-stock\/) have signed a multibillion-dollar deal to rent TPUs, and Meta may deploy TPUs in its own data centers by 2027. Alphabet has also signed an agreement with at least one large investment firm to fund a joint venture that will provide TPU-based cloud services.\n\nWall Street expects Alphabet's earnings to increase 11% annually through 2027. That makes the current valuation of 28 times earnings look rather expensive. But analysts have regularly underestimated the company. Alphabet beat the consensus earnings estimate by an average of 15% in the last six quarters. If that continues, the current price is a reasonable entry point.\n\nCollapse\n\nGOOGL\n\n## [NASDAQ: GOOGL](https:\/\/www.fool.com\/quote\/nasdaq\/googl\/)\nAlphabet\n\nToday's Change\n\n(-0.41%) \\$-1.31\n\nCurrent Price\n\n\\$317.18\n\nUnable to reach the data service. Please check your connection.\n\nYTD\n\n1w\n\n1m\n\n3m\n\n6m\n\n1y\n\n5y\n\nPrice\n\nVS S\\&P\n\n### Key Data Points\nMarket Cap\n\n\\$3.8T\n\nDay's Range\n\n\\$316.33 - \\$321.85\n\n52wk Range\n\n\\$146.10 - \\$349.00\n\nVolume\n\n545K\n\nAvg Vol\n\n34M\n\nGross Margin\n\n59\\.68%\n\nDividend Yield\n\n0\\.26%\n## 2\\. Amazon\nThe investment thesis for Amazon revolves around its strong position in online shopping, digital advertising, and cloud computing. The company is leaning on AI to drive growth in all three segments, but the value proposition is particularly compelling in its low-margin retail business, where generative AI is reducing costs by optimizing everything from inventory placement to last-mile delivery routes.\n\nAmazon Web Services (AWS) leads the cloud infrastructure and platform services market with 41% revenue share, according to **Gartner**. CEO Andy Jassy says that scale makes AWS an attractive platform for AI: \"AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS.\" Cloud revenue growth accelerated to 24% in the fourth quarter, the fastest growth in 13 quarters.\n\nAdditionally, Amazon has developed custom AI accelerators called Trainium and Inferentia, which support training and inference workloads, respectively. [OpenAI](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-openai-stock\/) recently agreed to consume 2 gigawatts of Trainium capacity as part of a multiyear deal valued at about \\$138 billion. Jassy says custom chips have achieved an [annual revenue run rate](https:\/\/www.fool.com\/terms\/r\/run-rate\/) of \\$10 billion, and the business is growing at a triple-digit percentage.\n\nAmazon stock is down 15% from its high, partly because the company announced plans to spend [\\$200 billion on capital expenditures in 2026](https:\/\/www.fool.com\/investing\/2026\/02\/14\/nvidia-stock-good-news-amazon-google-meta-microsof\/). But I think investors have overreacted. Heavy spending on AI infrastructure is moving the needle, and Jassy says AWS is monetizing cloud computing capacity as fast as the company can install it. **Morgan Stanley** recently called Amazon the most underappreciated generative AI winner within its coverage universe.\n\nWall Street expects Amazon's earnings to increase 15% annually through 2027. That makes the current valuation of 30 times earnings look reasonable, especially when Amazon beat the consensus estimate by an average of 19% in the last six quarters. The current price is an attractive buying opportunity for long-term investors.\n\n## Read Next\nApr 10, 2026\n\n•By [Adam Spatacco](https:\/\/www.fool.com\/author\/20479\/)\n\n[I'm Calling It: Alphabet Stock Is a Buy Before June 2026](https:\/\/www.fool.com\/investing\/2026\/04\/10\/im-calling-it-alphabet-stock-is-a-buy-before-june\/)\n\nApr 10, 2026\n\n•By [Lawrence Nga](https:\/\/www.fool.com\/author\/20315\/)\n\n[Alphabet Is Quietly Building Its Next Major Business -- and It Could Be Bigger Than You Think](https:\/\/www.fool.com\/investing\/2026\/04\/10\/alphabet-quietly-building-its-next-major-business\/)\n\nApr 9, 2026\n\n•By [Will Healy](https:\/\/www.fool.com\/author\/20245\/)\n\n[Alphabet vs. Microsoft: A Comparison of Recent Revenue Trends](https:\/\/www.fool.com\/coverage\/charts\/2026\/04\/09\/alphabet-vs-microsoft-a-comparison-of-recent-revenue-trends\/)\n\nApr 9, 2026\n\n•By [Trevor Jennewine](https:\/\/www.fool.com\/author\/20339\/)\n\n[Buy This AI Stock to Own SpaceX Pre-IPO and Hold It Through the Robotaxi Boom](https:\/\/www.fool.com\/investing\/2026\/04\/09\/buy-ai-stock-own-spacex-pre-ipo-hold-robotaxi-boom\/)\n\nApr 9, 2026\n\n•By [Justin Pope](https:\/\/www.fool.com\/author\/6581\/)\n\n[The Artificial Intelligence (AI) Stock I'd Buy With \\$1,000 Before the Market Bounces Back](https:\/\/www.fool.com\/investing\/2026\/04\/09\/the-artificial-intelligence-ai-stock-id-buy-with-1\/)\n\nApr 8, 2026\n\n•By [Daniel Sparks](https:\/\/www.fool.com\/author\/2104\/)\n\n[Think Nvidia is the Best Artificial Intelligence (AI) Stock to Buy? Think Again. Buy This Growth Stock Instead.](https:\/\/www.fool.com\/investing\/2026\/04\/08\/think-nvidia-is-the-best-artificial-intelligence-a\/)\n\n### About the Author\n![Trevor Jennewine](https:\/\/g.foolcdn.com\/avatar\/2038632886\/large.ashx?_w=3840)\n\nTrevor Jennewine is a contributing Motley Fool stock market analyst covering technology, cryptocurrency, and investment planning. Prior to The Motley Fool, Trevor managed several pharmacies. He holds a doctor of pharmacy degree from Oregon State University, a master’s degree in business administration from Miami University, and a bachelor’s degree in biology from Miami University.\n\n[TMFphoenix12](https:\/\/www.fool.com\/author\/20339\/)\n\n[@tjennewine1](https:\/\/x.com\/tjennewine1)\n\n*[Trevor Jennewine](https:\/\/www.fool.com\/author\/20339\/) has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool recommends Gartner. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*\n\n### Stocks Mentioned\n[GO Alphabet NASDAQ: GOOGL\\$317.18 (-0.41%)-\\$1.31](https:\/\/www.fool.com\/quote\/nasdaq\/googl\/)\n\n[AM Amazon NASDAQ: AMZN\\$238.43 (+2.05%)+\\$4.78](https:\/\/www.fool.com\/quote\/nasdaq\/amzn\/)\n\n[GO Alphabet NASDAQ: GOOG\\$315.70 (-0.21%)-\\$0.67](https:\/\/www.fool.com\/quote\/nasdaq\/goog\/)\n\n\\*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.\n\n## Premium Investing Services\nInvest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.\n\n[View Premium Services](https:\/\/www.fool.com\/services\/?ftm_cam=footer-services-sitewide-prospects)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple.svg?_w=320)](https:\/\/www.fool.com\/)\n\nMaking the world smarter, happier, and richer.\n\n- [Facebook](https:\/\/www.facebook.com\/themotleyfool)\n- [Twitter](https:\/\/x.com\/TheMotleyFool)\n- [LinkedIn](https:\/\/www.linkedin.com\/company\/the-motley-fool\/)\n- [Pinterest](https:\/\/www.pinterest.com\/themotleyfool\/)\n- [YouTube](https:\/\/www.youtube.com\/user\/TheMotleyFool)\n- [Instagram](https:\/\/www.instagram.com\/themotleyfoolofficial\/)\n- [TikTok](https:\/\/www.tiktok.com\/@themotleyfoolofficial)\n\n© 1995 - 2026 The Motley Fool. All rights reserved.\n\nMarket data powered by [Xignite](https:\/\/xignite.com\/) and [Polygon.io](https:\/\/polygon.io\/).\n\nAbout The Motley Fool\n\n- [About Us](https:\/\/www.fool.com\/about\/)\n- [Careers](https:\/\/careers.fool.com\/)\n- [Research](https:\/\/www.fool.com\/research\/)\n- [Newsroom](https:\/\/www.fool.com\/contact\/newsroom\/)\n- [Contact](https:\/\/www.fool.com\/legal\/contact-us\/)\n- [Advertise](https:\/\/www.fool.com\/cdn-cgi\/l\/email-protection#a5c4c1cccbd4d0ccd7ccc0d6e5c3cacac98bc6cac8)\n\nOur Services\n\n- [All Services](https:\/\/www.fool.com\/services\/)\n- [Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)\n- [Epic](https:\/\/www.fool.com\/services\/epic\/)\n- [Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)\n- [Fool Portfolios](https:\/\/www.fool.com\/services\/fool-portfolios\/)\n- [Fool One](https:\/\/www.fool.com\/services\/one\/)\n- [Motley Fool Money](https:\/\/www.fool.com\/money\/)\n\nAround the Globe\n\n- [Fool UK](https:\/\/www.fool.co.uk\/)\n- [Fool Australia](https:\/\/www.fool.com.au\/)\n- [Fool Canada](https:\/\/www.fool.ca\/)\n\nFree Tools\n\n- [CAPS Stock Ratings](https:\/\/caps.fool.com\/)\n- [Discussion Boards](https:\/\/discussion.fool.com\/)\n- [Calculators](https:\/\/www.fool.com\/calculators\/index\/)\n- [Financial Dictionary](https:\/\/www.fool.com\/terms\/)\n\nAffiliates & Friends\n\n- [Motley Fool Asset Management](https:\/\/www.fool.com\/affiliates\/mfam\/)\n- [Motley Fool Wealth Management](https:\/\/www.fool.com\/affiliates\/mfwm\/)\n- [Motley Fool Ventures](https:\/\/www.fool.com\/affiliates\/ventures\/)\n- [Fool Community Foundation](https:\/\/www.fool.com\/affiliates\/foundation\/)\n- [Become an Affiliate Partner](https:\/\/www.fool.com\/affiliates\/)\n\n- [Terms of Use](https:\/\/www.fool.com\/legal\/terms-and-conditions\/fool-rules\/ \"Terms of Use\")\n- [Privacy Policy](https:\/\/www.fool.com\/legal\/privacy-statement\/ \"Privacy Policy\")\n- [Disclosure Policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/ \"Disclosure Policy\")\n- [Accessibility Policy](https:\/\/www.fool.com\/legal\/accessibility-policy\/ \"Accessibility Policy\")\n- [Copyright, Trademark and Patent Information](https:\/\/www.fool.com\/legal\/stuff-we-own\/ \"Copyright, Trademark and Patent Information\")\n- [Terms and Conditions](https:\/\/www.fool.com\/legal\/terms-and-conditions\/ \"Terms and Conditions\")\n- [Do Not Sell My Personal Information](https:\/\/www.fool.com\/data-protection\/ccpa-update\/ \"Do Not Sell My Personal Information\")","attrs_readable_markdown":"Jim Cramer is best known as the host of CNBC's *Mad Money* and coanchor of *Squawk on the Street*. But he used to be a hedge fund manager at Cramer Berkowitz, where he earned an exceptional return of 24% annually for 14 years before retiring in 2001.\n\nCramer recently recommended buying **Alphabet** ([GOOGL](https:\/\/www.fool.com\/quote\/nasdaq\/googl\/) 0\\.41%) ([GOOG](https:\/\/www.fool.com\/quote\/nasdaq\/goog\/) 0\\.20%) around \\$344 per share. He also recommended buying **Amazon** ([AMZN](https:\/\/www.fool.com\/quote\/nasdaq\/amzn\/) \\+2.05%) around \\$239 a share. Both stocks have dropped since Cramer made the calls, but most Wall Street analysts also think Alphabet and Amazon are undervalued.\n\n- Among 74 analysts, Alphabet has a median target price of \\$385 per share. That implies 29% upside from the current share price of \\$299.\n- Among 72 analysts, Amazon has a median target price of \\$285 per share. That implies 31% upside from the current share price of \\$217.\n\nHere's what investors should know about these [trillion-dollar companies](https:\/\/www.fool.com\/research\/largest-companies-by-market-cap\/).\n\n![A white origami bull.](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859380%2Fbull-market-6.jpg&w=3840&op=resize)\n\nImage source: Getty Images.\n## 1\\. Alphabet\nThe investment thesis for Alphabet centers on its strong presence in digital advertising and cloud computing. As the largest [adtech company](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/advertising-tech\/) and third-largest public cloud, Alphabet is primed for strong growth, especially because expertise in [artificial intelligence](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/) (AI) will likely reinforce its competitive edge in those markets.\n\nFor instance, applications like [ChatGPT](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/chatgpt\/) have made it abundantly clear that [generative AI](https:\/\/www.fool.com\/terms\/g\/generative-ai\/) will forever alter internet search, but Alphabet's Google Search has adapted with AI Mode and AI Overviews, features built on its proprietary [Gemini models](https:\/\/www.fool.com\/terms\/g\/google-gemini\/). CEO Sundar Pichai says those features are \"driving greater usage.\"\n\nAdditionally, while Google Cloud still trails Amazon Web Services and **Microsoft** Azure, the company has steadily gained market share in recent years due in large part to demand for its Gemini models and custom AI accelerators called Tensor Processing Units (TPUs). In fact, Google Cloud revenue growth has accelerated in three consecutive quarters.\n\nImportantly, while TPUs were initially limited to internal use, Alphabet now monetizes the chips externally. **Meta Platforms** and [Anthropic](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-anthropic-stock\/) have signed a multibillion-dollar deal to rent TPUs, and Meta may deploy TPUs in its own data centers by 2027. Alphabet has also signed an agreement with at least one large investment firm to fund a joint venture that will provide TPU-based cloud services.\n\nWall Street expects Alphabet's earnings to increase 11% annually through 2027. That makes the current valuation of 28 times earnings look rather expensive. But analysts have regularly underestimated the company. Alphabet beat the consensus earnings estimate by an average of 15% in the last six quarters. If that continues, the current price is a reasonable entry point.\n\nGOOGL\n\nToday's Change\n\n(-0.41%) \\$-1.31\n\nCurrent Price\n\n\\$317.18\n## 2\\. Amazon\nThe investment thesis for Amazon revolves around its strong position in online shopping, digital advertising, and cloud computing. The company is leaning on AI to drive growth in all three segments, but the value proposition is particularly compelling in its low-margin retail business, where generative AI is reducing costs by optimizing everything from inventory placement to last-mile delivery routes.\n\nAmazon Web Services (AWS) leads the cloud infrastructure and platform services market with 41% revenue share, according to **Gartner**. CEO Andy Jassy says that scale makes AWS an attractive platform for AI: \"AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS.\" Cloud revenue growth accelerated to 24% in the fourth quarter, the fastest growth in 13 quarters.\n\nAdditionally, Amazon has developed custom AI accelerators called Trainium and Inferentia, which support training and inference workloads, respectively. [OpenAI](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-openai-stock\/) recently agreed to consume 2 gigawatts of Trainium capacity as part of a multiyear deal valued at about \\$138 billion. Jassy says custom chips have achieved an [annual revenue run rate](https:\/\/www.fool.com\/terms\/r\/run-rate\/) of \\$10 billion, and the business is growing at a triple-digit percentage.\n\nAmazon stock is down 15% from its high, partly because the company announced plans to spend [\\$200 billion on capital expenditures in 2026](https:\/\/www.fool.com\/investing\/2026\/02\/14\/nvidia-stock-good-news-amazon-google-meta-microsof\/). But I think investors have overreacted. Heavy spending on AI infrastructure is moving the needle, and Jassy says AWS is monetizing cloud computing capacity as fast as the company can install it. **Morgan Stanley** recently called Amazon the most underappreciated generative AI winner within its coverage universe.\n\nWall Street expects Amazon's earnings to increase 15% annually through 2027. That makes the current valuation of 30 times earnings look reasonable, especially when Amazon beat the consensus estimate by an average of 19% in the last six quarters. The current price is an attractive buying opportunity for long-term investors.","meta_canonical":null}

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Boilerpipe Text	Jim Cramer is best known as the host of CNBC's Mad Money and coanchor of Squawk on the Street . But he used to be a hedge fund manager at Cramer Berkowitz, where he earned an exceptional return of 24% annually for 14 years before retiring in 2001. Cramer recently recommended buying Alphabet ( GOOGL 0.41% ) ( GOOG 0.20% ) around $344 per share. He also recommended buying Amazon ( AMZN +2.05% ) around $239 a share. Both stocks have dropped since Cramer made the calls, but most Wall Street analysts also think Alphabet and Amazon are undervalued. Among 74 analysts, Alphabet has a median target price of $385 per share. That implies 29% upside from the current share price of $299. Among 72 analysts, Amazon has a median target price of $285 per share. That implies 31% upside from the current share price of $217. Here's what investors should know about these trillion-dollar companies . Image source: Getty Images. 1. Alphabet The investment thesis for Alphabet centers on its strong presence in digital advertising and cloud computing. As the largest adtech company and third-largest public cloud, Alphabet is primed for strong growth, especially because expertise in artificial intelligence (AI) will likely reinforce its competitive edge in those markets. For instance, applications like ChatGPT have made it abundantly clear that generative AI will forever alter internet search, but Alphabet's Google Search has adapted with AI Mode and AI Overviews, features built on its proprietary Gemini models . CEO Sundar Pichai says those features are "driving greater usage." Additionally, while Google Cloud still trails Amazon Web Services and Microsoft Azure, the company has steadily gained market share in recent years due in large part to demand for its Gemini models and custom AI accelerators called Tensor Processing Units (TPUs). In fact, Google Cloud revenue growth has accelerated in three consecutive quarters. Importantly, while TPUs were initially limited to internal use, Alphabet now monetizes the chips externally. Meta Platforms and Anthropic have signed a multibillion-dollar deal to rent TPUs, and Meta may deploy TPUs in its own data centers by 2027. Alphabet has also signed an agreement with at least one large investment firm to fund a joint venture that will provide TPU-based cloud services. Wall Street expects Alphabet's earnings to increase 11% annually through 2027. That makes the current valuation of 28 times earnings look rather expensive. But analysts have regularly underestimated the company. Alphabet beat the consensus earnings estimate by an average of 15% in the last six quarters. If that continues, the current price is a reasonable entry point. GOOGL Today's Change (-0.41%) $-1.31 Current Price $317.18 2. Amazon The investment thesis for Amazon revolves around its strong position in online shopping, digital advertising, and cloud computing. The company is leaning on AI to drive growth in all three segments, but the value proposition is particularly compelling in its low-margin retail business, where generative AI is reducing costs by optimizing everything from inventory placement to last-mile delivery routes. Amazon Web Services (AWS) leads the cloud infrastructure and platform services market with 41% revenue share, according to Gartner . CEO Andy Jassy says that scale makes AWS an attractive platform for AI: "AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS." Cloud revenue growth accelerated to 24% in the fourth quarter, the fastest growth in 13 quarters. Additionally, Amazon has developed custom AI accelerators called Trainium and Inferentia, which support training and inference workloads, respectively. OpenAI recently agreed to consume 2 gigawatts of Trainium capacity as part of a multiyear deal valued at about $138 billion. Jassy says custom chips have achieved an annual revenue run rate of $10 billion, and the business is growing at a triple-digit percentage. Amazon stock is down 15% from its high, partly because the company announced plans to spend $200 billion on capital expenditures in 2026 . But I think investors have overreacted. Heavy spending on AI infrastructure is moving the needle, and Jassy says AWS is monetizing cloud computing capacity as fast as the company can install it. Morgan Stanley recently called Amazon the most underappreciated generative AI winner within its coverage universe. Wall Street expects Amazon's earnings to increase 15% annually through 2027. That makes the current valuation of 30 times earnings look reasonable, especially when Amazon beat the consensus estimate by an average of 19% in the last six quarters. The current price is an attractive buying opportunity for long-term investors.
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Former hedge fund manager Jim Cramer says buy Alphabet and Amazon. By [Trevor Jennewine](https://www.fool.com/author/20339/) – Mar 6, 2026 at 4:12AM EST [Follow us](https://profile.google.com/cp/CgkvbS8wNTc4bWs) Share Summarize with AI ## Key Points - Jim Cramer recently recommended buying Alphabet and Amazon, two trillion-dollar artificial intelligence (AI) stocks that most Wall Street analysts see as undervalued. - Alphabet's cloud computing revenue has accelerated in three straight quarters, and its custom chips business could evolve into a substantial revenue stream. - Amazon is leaning on AI to make its retail operations more efficient, and cloud computing revenue growth recently accelerated to a 13-quarter high. Jim Cramer is best known as the host of CNBC's Mad Money and coanchor of Squawk on the Street. But he used to be a hedge fund manager at Cramer Berkowitz, where he earned an exceptional return of 24% annually for 14 years before retiring in 2001. Cramer recently recommended buying Alphabet ([GOOGL](https://www.fool.com/quote/nasdaq/googl/) 0\.41%) ([GOOG](https://www.fool.com/quote/nasdaq/goog/) 0\.20%) around \$344 per share. He also recommended buying Amazon ([AMZN](https://www.fool.com/quote/nasdaq/amzn/) \+2.05%) around \$239 a share. Both stocks have dropped since Cramer made the calls, but most Wall Street analysts also think Alphabet and Amazon are undervalued. - Among 74 analysts, Alphabet has a median target price of \$385 per share. That implies 29% upside from the current share price of \$299. - Among 72 analysts, Amazon has a median target price of \$285 per share. That implies 31% upside from the current share price of \$217. Here's what investors should know about these [trillion-dollar companies](https://www.fool.com/research/largest-companies-by-market-cap/). ![A white origami bull.](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859380%2Fbull-market-6.jpg&w=3840&op=resize) Image source: Getty Images. ## 1\. Alphabet The investment thesis for Alphabet centers on its strong presence in digital advertising and cloud computing. As the largest [adtech company](https://www.fool.com/investing/stock-market/market-sectors/information-technology/advertising-tech/) and third-largest public cloud, Alphabet is primed for strong growth, especially because expertise in [artificial intelligence](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/) (AI) will likely reinforce its competitive edge in those markets. For instance, applications like [ChatGPT](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/chatgpt/) have made it abundantly clear that [generative AI](https://www.fool.com/terms/g/generative-ai/) will forever alter internet search, but Alphabet's Google Search has adapted with AI Mode and AI Overviews, features built on its proprietary [Gemini models](https://www.fool.com/terms/g/google-gemini/). CEO Sundar Pichai says those features are "driving greater usage." Additionally, while Google Cloud still trails Amazon Web Services and Microsoft Azure, the company has steadily gained market share in recent years due in large part to demand for its Gemini models and custom AI accelerators called Tensor Processing Units (TPUs). In fact, Google Cloud revenue growth has accelerated in three consecutive quarters. Importantly, while TPUs were initially limited to internal use, Alphabet now monetizes the chips externally. Meta Platforms and [Anthropic](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-anthropic-stock/) have signed a multibillion-dollar deal to rent TPUs, and Meta may deploy TPUs in its own data centers by 2027. Alphabet has also signed an agreement with at least one large investment firm to fund a joint venture that will provide TPU-based cloud services. Wall Street expects Alphabet's earnings to increase 11% annually through 2027. That makes the current valuation of 28 times earnings look rather expensive. But analysts have regularly underestimated the company. Alphabet beat the consensus earnings estimate by an average of 15% in the last six quarters. If that continues, the current price is a reasonable entry point. Collapse GOOGL ## [NASDAQ: GOOGL](https://www.fool.com/quote/nasdaq/googl/) Alphabet Today's Change (-0.41%) \$-1.31 Current Price \$317.18 Unable to reach the data service. Please check your connection. YTD 1w 1m 3m 6m 1y 5y Price VS S\&P ### Key Data Points Market Cap \$3.8T Day's Range \$316.33 - \$321.85 52wk Range \$146.10 - \$349.00 Volume 545K Avg Vol 34M Gross Margin 59\.68% Dividend Yield 0\.26% ## 2\. Amazon The investment thesis for Amazon revolves around its strong position in online shopping, digital advertising, and cloud computing. The company is leaning on AI to drive growth in all three segments, but the value proposition is particularly compelling in its low-margin retail business, where generative AI is reducing costs by optimizing everything from inventory placement to last-mile delivery routes. Amazon Web Services (AWS) leads the cloud infrastructure and platform services market with 41% revenue share, according to Gartner. CEO Andy Jassy says that scale makes AWS an attractive platform for AI: "AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS." Cloud revenue growth accelerated to 24% in the fourth quarter, the fastest growth in 13 quarters. Additionally, Amazon has developed custom AI accelerators called Trainium and Inferentia, which support training and inference workloads, respectively. [OpenAI](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-openai-stock/) recently agreed to consume 2 gigawatts of Trainium capacity as part of a multiyear deal valued at about \$138 billion. Jassy says custom chips have achieved an [annual revenue run rate](https://www.fool.com/terms/r/run-rate/) of \$10 billion, and the business is growing at a triple-digit percentage. Amazon stock is down 15% from its high, partly because the company announced plans to spend [\$200 billion on capital expenditures in 2026](https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/). But I think investors have overreacted. Heavy spending on AI infrastructure is moving the needle, and Jassy says AWS is monetizing cloud computing capacity as fast as the company can install it. Morgan Stanley recently called Amazon the most underappreciated generative AI winner within its coverage universe. Wall Street expects Amazon's earnings to increase 15% annually through 2027. That makes the current valuation of 30 times earnings look reasonable, especially when Amazon beat the consensus estimate by an average of 19% in the last six quarters. The current price is an attractive buying opportunity for long-term investors. ## Read Next Apr 10, 2026 •By [Adam Spatacco](https://www.fool.com/author/20479/) [I'm Calling It: Alphabet Stock Is a Buy Before June 2026](https://www.fool.com/investing/2026/04/10/im-calling-it-alphabet-stock-is-a-buy-before-june/) Apr 10, 2026 •By [Lawrence Nga](https://www.fool.com/author/20315/) [Alphabet Is Quietly Building Its Next Major Business -- and It Could Be Bigger Than You Think](https://www.fool.com/investing/2026/04/10/alphabet-quietly-building-its-next-major-business/) Apr 9, 2026 •By [Will Healy](https://www.fool.com/author/20245/) [Alphabet vs. Microsoft: A Comparison of Recent Revenue Trends](https://www.fool.com/coverage/charts/2026/04/09/alphabet-vs-microsoft-a-comparison-of-recent-revenue-trends/) Apr 9, 2026 •By [Trevor Jennewine](https://www.fool.com/author/20339/) [Buy This AI Stock to Own SpaceX Pre-IPO and Hold It Through the Robotaxi Boom](https://www.fool.com/investing/2026/04/09/buy-ai-stock-own-spacex-pre-ipo-hold-robotaxi-boom/) Apr 9, 2026 •By [Justin Pope](https://www.fool.com/author/6581/) [The Artificial Intelligence (AI) Stock I'd Buy With \$1,000 Before the Market Bounces Back](https://www.fool.com/investing/2026/04/09/the-artificial-intelligence-ai-stock-id-buy-with-1/) Apr 8, 2026 •By [Daniel Sparks](https://www.fool.com/author/2104/) [Think Nvidia is the Best Artificial Intelligence (AI) Stock to Buy? Think Again. Buy This Growth Stock Instead.](https://www.fool.com/investing/2026/04/08/think-nvidia-is-the-best-artificial-intelligence-a/) ### About the Author ![Trevor Jennewine](https://g.foolcdn.com/avatar/2038632886/large.ashx?_w=3840) Trevor Jennewine is a contributing Motley Fool stock market analyst covering technology, cryptocurrency, and investment planning. Prior to The Motley Fool, Trevor managed several pharmacies. He holds a doctor of pharmacy degree from Oregon State University, a master’s degree in business administration from Miami University, and a bachelor’s degree in biology from Miami University. [TMFphoenix12](https://www.fool.com/author/20339/) [@tjennewine1](https://x.com/tjennewine1) [Trevor Jennewine](https://www.fool.com/author/20339/) has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool recommends Gartner. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/). ### Stocks Mentioned [GO Alphabet NASDAQ: GOOGL\$317.18 (-0.41%)-\$1.31](https://www.fool.com/quote/nasdaq/googl/) [AM Amazon NASDAQ: AMZN\$238.43 (+2.05%)+\$4.78](https://www.fool.com/quote/nasdaq/amzn/) [GO Alphabet NASDAQ: GOOG\$315.70 (-0.21%)-\$0.67](https://www.fool.com/quote/nasdaq/goog/) \*Average returns of all recommendations since inception. Cost basis and return based on previous market day close. ## Premium Investing Services Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. 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Readable Markdown	Jim Cramer is best known as the host of CNBC's Mad Money and coanchor of Squawk on the Street. But he used to be a hedge fund manager at Cramer Berkowitz, where he earned an exceptional return of 24% annually for 14 years before retiring in 2001. Cramer recently recommended buying Alphabet ([GOOGL](https://www.fool.com/quote/nasdaq/googl/) 0\.41%) ([GOOG](https://www.fool.com/quote/nasdaq/goog/) 0\.20%) around \$344 per share. He also recommended buying Amazon ([AMZN](https://www.fool.com/quote/nasdaq/amzn/) \+2.05%) around \$239 a share. Both stocks have dropped since Cramer made the calls, but most Wall Street analysts also think Alphabet and Amazon are undervalued. - Among 74 analysts, Alphabet has a median target price of \$385 per share. That implies 29% upside from the current share price of \$299. - Among 72 analysts, Amazon has a median target price of \$285 per share. That implies 31% upside from the current share price of \$217. Here's what investors should know about these [trillion-dollar companies](https://www.fool.com/research/largest-companies-by-market-cap/). ![A white origami bull.](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859380%2Fbull-market-6.jpg&w=3840&op=resize) Image source: Getty Images. ## 1\. Alphabet The investment thesis for Alphabet centers on its strong presence in digital advertising and cloud computing. As the largest [adtech company](https://www.fool.com/investing/stock-market/market-sectors/information-technology/advertising-tech/) and third-largest public cloud, Alphabet is primed for strong growth, especially because expertise in [artificial intelligence](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/) (AI) will likely reinforce its competitive edge in those markets. For instance, applications like [ChatGPT](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/chatgpt/) have made it abundantly clear that [generative AI](https://www.fool.com/terms/g/generative-ai/) will forever alter internet search, but Alphabet's Google Search has adapted with AI Mode and AI Overviews, features built on its proprietary [Gemini models](https://www.fool.com/terms/g/google-gemini/). CEO Sundar Pichai says those features are "driving greater usage." Additionally, while Google Cloud still trails Amazon Web Services and Microsoft Azure, the company has steadily gained market share in recent years due in large part to demand for its Gemini models and custom AI accelerators called Tensor Processing Units (TPUs). In fact, Google Cloud revenue growth has accelerated in three consecutive quarters. Importantly, while TPUs were initially limited to internal use, Alphabet now monetizes the chips externally. Meta Platforms and [Anthropic](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-anthropic-stock/) have signed a multibillion-dollar deal to rent TPUs, and Meta may deploy TPUs in its own data centers by 2027. Alphabet has also signed an agreement with at least one large investment firm to fund a joint venture that will provide TPU-based cloud services. Wall Street expects Alphabet's earnings to increase 11% annually through 2027. That makes the current valuation of 28 times earnings look rather expensive. But analysts have regularly underestimated the company. Alphabet beat the consensus earnings estimate by an average of 15% in the last six quarters. If that continues, the current price is a reasonable entry point. GOOGL Today's Change (-0.41%) \$-1.31 Current Price \$317.18 ## 2\. Amazon The investment thesis for Amazon revolves around its strong position in online shopping, digital advertising, and cloud computing. The company is leaning on AI to drive growth in all three segments, but the value proposition is particularly compelling in its low-margin retail business, where generative AI is reducing costs by optimizing everything from inventory placement to last-mile delivery routes. Amazon Web Services (AWS) leads the cloud infrastructure and platform services market with 41% revenue share, according to Gartner. CEO Andy Jassy says that scale makes AWS an attractive platform for AI: "AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS." Cloud revenue growth accelerated to 24% in the fourth quarter, the fastest growth in 13 quarters. Additionally, Amazon has developed custom AI accelerators called Trainium and Inferentia, which support training and inference workloads, respectively. [OpenAI](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-openai-stock/) recently agreed to consume 2 gigawatts of Trainium capacity as part of a multiyear deal valued at about \$138 billion. Jassy says custom chips have achieved an [annual revenue run rate](https://www.fool.com/terms/r/run-rate/) of \$10 billion, and the business is growing at a triple-digit percentage. Amazon stock is down 15% from its high, partly because the company announced plans to spend [\$200 billion on capital expenditures in 2026](https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/). But I think investors have overreacted. Heavy spending on AI infrastructure is moving the needle, and Jassy says AWS is monetizing cloud computing capacity as fast as the company can install it. Morgan Stanley recently called Amazon the most underappreciated generative AI winner within its coverage universe. Wall Street expects Amazon's earnings to increase 15% annually through 2027. That makes the current valuation of 30 times earnings look reasonable, especially when Amazon beat the consensus estimate by an average of 19% in the last six quarters. The current price is an attractive buying opportunity for long-term investors.
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