Jim Cramer Says 'I Will Defend Amazon' After $200 Billion Spending Plan Triggers Selloff, Calls Google 'The Prize' - Amazon.com (NASDAQ:AMZN)

Group 1 - Jim Cramer defended Amazon.com Inc, acknowledging a fundamental shift in the market's relationship with mega-cap technology stocks [1][2] - Amazon reported fourth-quarter net sales of $213.39 billion, exceeding Wall Street expectations of $211.30 billion, but a $200 billion capital expenditure plan for 2026 caused investor concern [2][3] - Cramer highlighted Alphabet as a top pick among technology stocks, noting its increased capital spending forecast of $175 billion to $185 billion for 2026, indicating strong demand for AI infrastructure [3] Group 2 - As of Friday, Alphabet shares were down 3.09% at $321.00, while Amazon shares were down 8.34% at $204.12 [4]