Jim Cramer sees these 2 stocks as buys after a busy night of Big Tech earnings
extract
Skip Navigation Markets Pre-Markets U.S. Markets Currencies Prediction Markets Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Investigations Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics White House Policy Defense Congress Expanding Opportunity Video Latest Video Full Episodes Livestream Live Audio Live TV Schedule CNBC Podcasts CEO Interviews CNBC Documentaries Digital Originals Watchlist Investing Club Trust Portfolio Analysis Trade Alerts Meeting Videos Homestretch Jim's Columns Education Subscribe PRO Pro News Josh Brown Mike Santoli Calls of the Day My Portfolio Livestream Full Episodes Stock Screener Market Forecast Options Investing Chart Investing Subscribe Livestream Menu Make It select USA INTL Livestream Search quotes, news & videos Livestream Watchlist SIGN IN Create free account Markets Business Investing Tech Politics Video Watchlist Investing Club PRO Livestream Menu Jim Cramer sees these 2 stocks as buys after a busy night of Big Tech earnings Published Thu, Apr 30 2026 11:01 AM EDT Matthew J. Belvedere @Matt_Belvedere Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday's key moments. 1. It's the final day of April, and even though stocks were flat to down in Thursday's session, the S & P 500 is still on pace for a banner month — up nearly 10% ahead of the close. The Nasdaq is tracking for a nearly 14% monthly surge. The Dow , not too shabby, is poised to add nearly 7% for April. There were mixed post-earnings stock reactions for our four hyperscalers. Jim Cramer ranked the reports: Alphabet , Amazon, Microsoft , and Meta Platforms . Alphabet was the only stock higher — up 5%. Meta was the worst — down roughly 10%. Jim's only buy recommendation here is Amazon . 2. There is a belief in the market that this quarter is when all the AI spending started to pay off and show up in the numbers. A big loser on the hyperscaler earnings Thursday was Nvidia . Shares, which had been rebounding in recent weeks, sank more than 4%. There was a lot of talk from Alphabet about its custom TPU chips and from Amazon about its in-house Trainium silicon. That's all well and good, but all four companies still buy lots of Nvidia. The drop in Nvidia shares is "fear talking," Jim said. Don't sell Nvidia, which reports its earnings in a few weeks. That's when we'll see how much the hyperscalers' spent on Nvidia. Jim said that investors without a Nvidia position could pick some up here or if it goes a bit lower. (See here for a full list of the stock, including GOOGL, AMZN, MSFT, META, NVDA.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED. More In Morning Meeting watch now watch now VIDEO 09:20 Thursday, April 30, 2026: Cramer says he's troubled by this tech giant despite incredible advertising growth Jim Cramer calls this Mag 7 stock a battleground; urges new investors to buy Corning Natasha Abellard watch now watch now VIDEO 11:40 Wednesday, April 29, 2026: Cramer says investors want to buy this home improvement stock when the Iran war winds down Read More
retained text
No document body was retained for this record — only its metadata was stored.