CNBC Investing Club: Cramer’s Morning Take on Amazon 5/4/26

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Jim Cramer (1:02)

Jim Cramer here to share a short preview of my take on the market from today's members-only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10 20 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.

SPEAKER_4 (1:23)

So why don't we talk about Amazon and Andy Jassy? We're coming off a strong earnings report last week. You have the stock up, call it 16, 17 percent year to date. And this morning, they announced the launch of Amazon Supply Chain Services, which I can't wait to hear more from you and Andy's talk about it because they're pretty much pulling on the AWS Playbook in terms of, they have this big freight distribution fulfillment and parcel shipping solution in house and now it's ready to commercialize.

Jim Cramer (1:58)

Yeah. Look, I thought this was very surprising. And the reason I thought it was surprising was because I didn't think you could do it. I know Amazon Web Services, they had all the data, they had everything they needed from Prime, and they just said, okay, listen, you can use our stuff. And they didn't seem to care that I might even compete against Prime. This is similar. I mean, if you open up your Web Services, it doesn't really, I think, kill Prime. But if you open up your logistics, I mean, what you're saying is, look, we are going to make it so that you can ship with us.

And it is direct, I mean, Jesus, just taking the business from FedEx and UPS, but they didn't give us any of the sense of how much it costs, what the gross margins will be for them, why they're even doing it, unless it's just so lucrative. Because otherwise, I think FedEx and UPS do a pretty darn good job. I want to see exactly what they have that can equal the logistics. I know what you and I were talking beforehand. They have the data.

The data should indicate that they can be a little more pinpoint. Say, listen, we know you need this right now. We can get it to you. But these other companies are ingrained in the organizations too. I don't know if they get ripped out or not. I know that Amazon is more confident in Amazon than I've ever heard. They are ready for battle. They're really, I gotta tell you, they're doing so well.

SPEAKER_5 (3:18)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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