Jim Cramer expressed doubts about his loyalty to Amazon after seeing Meta’s new AI shopping feature, highlighting Meta’s 24% stock rise over the past month compared to Amazon’s decline. He noted that Meta’s AI assistant could challenge Amazon’s dominance as the default shopping platform by searching across multiple retailers, threatening Amazon’s $19.8 billion ad business. While Amazon’s AWS shows strong growth, Meta’s AI innovation and large user base position it as a serious competitor. Future earnings reports will reveal if shoppers shift away from Amazon, impacting ad growth and Alexa engagement.
Jim Cramer questions loyalty to Amazon after Me… | Pluang
