GoKawiilCramer: Big Tech giants like Microsoft can absorb market shocks
Jim Cramer said on CNBC's Mad Money that companies including Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla, SpaceX, Anthropic and OpenAI have grown so dominant and profitable that they resemble 'nation states.' He pointed to Microsoft's latest earnings as evidence, noting revenue grew 19%, Azure cloud revenue jumped 48%, and capital spending came in below Wall Street forecasts, sending shares up 4% after hours.
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Cramer's framing suggests these firms' scale and cash generation could insulate their stocks from macro pressures like rising oil prices and Fed Chair Kevin Warsh's inflation warnings, though he stopped short of saying they're immune. His aircraft-carrier analogy implies resilience rather than invulnerability, and he flagged that Microsoft's own guidance could still shift investor sentiment.
- Cramer named 10 tech giants he says wield outsized market influence akin to nation states.
- Microsoft beat earnings and revenue estimates, with Azure growth accelerating to 48% and capex below forecasts.
- Cramer sees these companies as better positioned than smaller firms to withstand inflation and rate-hike risks, though not fully immune.
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Published there as: “Jim Cramer says these tech giants can weather market turbulence”
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