Jim Cramer Reaffirms Confidence in Amazon After Anthropic Signs Agreement With Google Cloud

Television personality and market commentator Jim Cramer reiterated his positive outlook on Amazon.com, Inc. (NASDAQ: AMZN) after the e-commerce and cloud services giant’s artificial-intelligence partner Anthropic announced a separate agreement with Google Cloud. Cramer’s remarks were delivered during his morning program, where he frequently analyzes Amazon’s performance and prospects.

The latest comments came on October 24, 2025, a day noted by Investor Monkey at 4:39 p.m. GMT-3. Addressing viewers, Cramer stated, “I love Amazon,” underscoring his continued enthusiasm for the company despite evolving developments in the artificial-intelligence ecosystem. Anthropic, which maintains an existing relationship with Amazon, had disclosed a new collaboration with Google Cloud prior to Cramer’s broadcast, prompting fresh discussion about the potential impact on Amazon’s broader AI strategy.

Cramer’s stance on Amazon is informed largely by the company’s cloud computing segment, Amazon Web Services (AWS). AWS regularly features as a focal point in his analysis due to its role as a primary contributor to the firm’s operating income. Earlier in the year, an AWS service disruption had led to a brief decline in Amazon’s share price. In the aftermath of that outage, Cramer predicted the stock would rebound once normal operations resumed, and subsequent trading sessions validated his projection as the shares recovered their previous levels.

The market commentator’s current endorsement of Amazon arrives against a backdrop of lively investor debate about winners and losers in the artificial-intelligence space. While expressing strong confidence in Amazon, Cramer noted that certain AI-focused equities could offer greater near-term upside with comparatively limited downside risk. His broader segment referenced a list of 14 companies spanning nuclear energy and quantum computing that he believes warrant closer attention, placing Amazon within a wider framework of technology-driven opportunities.

Anthropic’s arrangement with Google Cloud introduces an additional variable to that framework. According to the partnership announcement, Anthropic will leverage Google’s infrastructure for select AI workloads, a decision that broadens the startup’s cloud alliances beyond its primary engagement with Amazon. The evolving relationship underscores the competitive dynamics among major cloud providers as they vie for influence over emerging AI developers.

For Amazon, the development arrives as it continues to scale AWS offerings designed to attract and retain high-profile AI customers. Cramer emphasized that Anthropic’s collaboration with a rival provider does not diminish Amazon’s longer-term appeal, arguing that the company’s diversified revenue streams, retail footprint and established cloud customer base position it for ongoing growth. He also reiterated that any near-term fluctuations in share price driven by headline risk should be viewed within the context of Amazon’s historical resilience.

Cramer’s viewpoint reflects his broader investment philosophy, which often centers on identifying firms with strong balance sheets, recognizable brands and clear technological advantages. During the same broadcast, he reminded viewers that, while Amazon remains a cornerstone holding for many portfolios, investors seeking more aggressive growth potential could examine lesser-known AI names that have not yet attracted widespread attention.

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The host’s remarks follow the recent publication of lists such as “30 Stocks That Should Double in 3 Years” and “11 Hidden AI Stocks to Buy Right Now,” intended to guide viewers through an increasingly complex technology landscape. His discussion on October 24 expanded that guidance by connecting Amazon’s current position to the wider narrative of artificial intelligence, nuclear innovation and quantum computing—areas he believes are shaping the next phase of market leadership.

Industry observers continue to scrutinize every move by Amazon, Google and other hyperscale providers as they pursue partnerships with AI startups. Coverage by outlets including Bloomberg has highlighted how access to proprietary hardware, specialized chips and advanced data-management tools constitutes a decisive factor for companies like Anthropic. Against that backdrop, Cramer’s assessment suggests he views Amazon’s ecosystem as sufficiently robust to compete even when its partners diversify their infrastructure options.

Looking ahead, investor attention is likely to remain fixed on how Amazon balances its core e-commerce business with the capital requirements of AWS, and on whether additional AI alliances emerge. For the moment, Cramer’s endorsement offers a reminder that, despite shifting industry alliances, Amazon retains a prominent place in discussions of large-cap technology investments.

Crédito da imagem: Pixabay