Bull Case For Efficiency

On Monday, the Mad Money host posted a straightforward directive to his followers: “Amazon: Buy.” Cramer's endorsement aligns with a broader Wall Street sentiment that favors Amazon's aggressive pivot toward “operational efficiency.”

Amazon: Buy

Don't Miss:

• Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early

• The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share

The stock, currently trading near $240, has seen analysts set a consensus price target of $291.40 s per Benzinga, representing a potential upside of over 24%.

The optimism follows reports that Amazon is initiating a second wave of mass layoffs. The company plans to cut approximately 14,000 corporate roles, mirroring a similar reduction in October 2025.

These cuts, affecting divisions including Amazon Web Services, Prime Video, and Human Resources, are part of a larger strategy to eliminate roughly 30,000 white-collar positions.

Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?

‘Unspeakable’ AI Factor

While CEO Andy Jassy has publicly stated these reductions are driven by “culture” rather than financial distress or AI, prominent voices in the tech investment space remain skeptical.

Gene Munster, managing partner at Deepwater Asset Management, argues that the “cultural” narrative is a cover for a reality executives find too difficult to discuss: AI is replacing human labor. “One truth about how AI is impacting the workforce is that it's hard to talk about,” Munster noted on X.

He believes acknowledging that AI is enabling smaller teams would severely damage employee morale. Munster pointed to recent warnings from Anthropic CEO Dario Amodei, who cautioned that AI-driven unemployment could eventually hit 10%.

See Also: It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investors are getting started.

One truth about how AI is impacting the workforce is that it's hard to talk about.

Earlier this week at Davos, Anthropic CEO Dario Amodei told the WSJ, "I don't think there's an awareness at all of what is coming here and the magnitude of it," adding unemployment could hit 10%.…