We recently published
13 Stocks That Crossed Jim Cramer’s Radar. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer discussed.
Alphabet Inc. (NASDAQ:GOOGL) is a great example of a stock that Jim Cramer has changed his mind on in 2025. Over the course of the past several weeks, the CNBC TV host has regretted selling the shares due to worries about a Justice Department investigation into the firm. Alphabet Inc. (NASDAQ:GOOGL)’s CEO, Sundar Pichai, chipped into the debate about an AI bubble recently when he opined to the BBC that the AI investment flood appeared to have elements of irrationality. In this appearance, Cramer discussed worries about overinvesting in AI and a Loop Capital upgrade of Alphabet Inc. (NASDAQ:GOOGL)’s shares. Loop recently upgraded the shares to a Buy from Hold and increased the share price target to $320 from $260. Cramer also discussed the firm’s in-house TPUs (tensor processing units) with his co-host David Faber. Alphabet Inc. (NASDAQ:GOOGL)’s TPUs are known for their cost advantages and recently allowed the firm to train its leading-edge AI platform, Gemini 3. Here is what Cramer said:
Pixabay/Public Domain
“Right and I think this is intriguing because the companies that are allegedly overinvesting, well one of the chief ones is Alphabet, of Google, and they admit that there’s irrationality and Buffett’s buying it. People are buying the stock.
“[On Pichai’s BBC comments and how they didn’t stop Loop Capital from upgrading] Look, I listen, I actually liked that, I liked the skepticism, the fact is they’re the winner. They’ve done a remarkable job, they could get a contract with Apple today, I think all of us, many people doubted, that you could transition from, from their regular, Google, to Gemini, but it’s worked. And it’s worth any amount of spending for them, provided they’re able to reason, I tried to reason by the way, with OpenAI, which I consider to be the Achilles’ Heel. And, but I think Alphabet, Gemini is terrific, and that’s, if they own Search. . .
“[After David discussed in-house AI chips called TPUs and their cost advantages over NVIDIA’s products] Well I think it keeps OpenAI out of aggressive search. . .”
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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.
