The mega-cap winners and losers: Alphabet and Meta
Спикеры
Jim Cramer
— Ведущий, Mad Money
Steve Weiss
— Директор по инвестициям, Short Hills Capital Partners
The panel debates the mega-cap earnings of Alphabet and Meta. Alphabet is declared the clear winner with strong cloud growth and AI monetization, while Meta falls on capex concerns but Steve Weiss defends buying more based on valuation and management quality.
- Alphabet stock rose 7% to a record high after strong cloud revenue growth and AI profitability.
- Alphabet's cloud revenue surged 63% YoY and backlog rose 50%.
- Meta dropped 9% after raising capex, putting pressure on free cash flow.
- Steve Weiss bought more Meta, citing a phenomenal quarter and cheap valuation.
- The panel questions Meta's AI strategy beyond advertising optimization.
- JPMorgan downgraded Meta to neutral from overweight.
- The discussion highlights contrasting investor perceptions of AI spending ROI across mega-caps.
Идеи
Alphabet is a must-own stock
Alphabet is a must-own because cloud revenue surged 63% YoY, backlog up 50%, every increment of compute is profitable, and the company has many shots on goal including YouTube, search, Gemini, and chips. CEO Sundar Pichai is understated but delivering. The stock hit an all-time high.
Meta is cheap with strong growth
Meta is a buy after the 9% decline because the quarter was phenomenal with strong revenue growth, valuation is only 20x 2026 estimates with a 20% discount to the S&P, management has shown ability to rationalize spending, and the founder mentality enables continued growth despite capex concerns.
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This CNBC video, published April 30, 2026, features Jim Cramer, Steve Weiss discussing GOOG, META. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer, Steve Weiss · Tickers: GOOG, META