Jim Cramer - Mad Money

These fintechs have slumped as people have returned to the old-fashioned banks. But he thinks things will shift back. SOFT is -6.22% in the past 6 months.

In their earnings report, ANET posted a large revenue beat, gave strong guidance for this quarter and raised their full-year revenue. Shares are up 50% since February.

Today, they reported a great quarter: beating every metric, organic sales +8%, and raised their full-year forecast.

Was down because of AI takeover fears, but this was unfounded. SHOP's customers are small or medium-sized businesses, not big corporations that can afford to write their own software. Today, they reported a strong top and bottom line beat and very strong guidance for this quarter. Shares soared 17% today.

He likes companies involved in stock trading, because they enjoy monopolies.

He thought this was good, but their Caremark business wasn't so good.

Was hit yesterday after their forecast disappointed and hit today after Musk said he would buy his GPUs from Nvidia, not AMD. AMD remains a solid business with shares up 125% year to date (Nvidia only 17.5%). AMD is run by an amazing CEO.

Is a big holding of his. The CEO assures stockholders that Amazon's large invest in AI will pay off. AWS could become a trillion-dollar business now that it's using AI; it's already Amazon's most-profitable business, far more than Prime. The CEO expects returns from AI will come faster than AWS. The CEO raised capex higher, but shares still rallied, up 4.58% today.

They raised their capex, but shares plunged. GOOG failed to explain the raise in its conference call, but he was blown away by its 82% growth in its cloud business. A better explanation of the capex would have pushed shares higher.

They just reported a blow-out quarter. Despite massive AI spending, MSFT is cash-flow positive and are integrating their AI into their software. ALso, their cloud business is on fire. It continues to rise in a straight line.

He was disappointed by their quarter and call. It sounds like the CEO isn't sure whether to use Meta's massive compute power for themselves or rent it to others. Meta didn't seem to have a plan. But shares rose thanks to the Amazon halo, up 6% today.

A good performer, up 200% since the IPO, but is -25% since late June. Their last report saw in-line revenue, an earnings beat and raised the low end of their full-year forecast, but didn't touch the high end.

When it reported a disappointing quarter last June, the stock got killed, but then Cognizant reported similar numbers and both stocks roared. If they can stabilize their results, the two stocks are very cheap.

When it reported a disappointing quarter last June, the stock got killed, but then Cognizant reported similar numbers and both stocks roared. If they can stabilize their results, the two stocks are very cheap.