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We recently published 10 Stocks on Jim Cramer’s Radar. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed.

Alphabet Inc. (NASDAQ:GOOGL)’s earnings report saw its shares jump by 4% after it beat analyst revenue and EPS estimates and reported a $155 billion cloud backlog. Cramer discussed the earnings report and compared the firm’s cloud business to Amazon:

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“Yes and you know Thomas Curry, he doesn’t get credit at the call, but he did Google Cloud. And Google Cloud is a monster. People are going to be talking about Google Cloud tonight compared to Amazon now the shoes for Amazon are now big. I don’t know, as much as the long knives are out for Mark, they might be out for Jassy, too. These people have all taken kind of the share approach, it’s Andy versus Mark. I mean, I don’t know how that happened. Even Philipp’s [Philipp Schindler, Chief Busines Officer] being given a lot of latitude he was on the conference call for Alphabet. It was a tour de force conference call, tour de force.”

While we acknowledge the potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, 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.

We recently published 10 Stocks on Jim Cramer’s Radar. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed.

Microsoft Corporation (NASDAQ:MSFT) latest earnings report saw its shares drop by 4% even though the firm’s $77.67 billion in revenue and $3.72 in earnings per share beat analyst estimates, and its cloud computing revenue grew by 40%. Investors were spooked by CFO Amy Hood changing tack and outlining that capital expenditures would grow in 2026. The Microsoft Corporation (NASDAQ:MSFT) CFO had previously expected expenditures to drop, and Cramer discussed her comments and CEO Satya Nadella:

Roman Pyshchyk/Shutterstock.c.om

“People have to go over what Amy Hood said with a fine tooth, fine toothed comb. She just talked, the CFO, really talked about the need to address the constraints and how much they need to spend. By the way, all of their actual enterprise software, the traditional software, was extraordinary. Copilot was fantastic. We overlook that at our own peril.”

While we acknowledge the potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, 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.