Jim Cramer says the market has warmed up to Big Tech's AI spending. Here's what flipped the switch
Wall Street finally got the ROI story it wanted: Amazon's AI capex plan just flipped the market's mood on Big Tech spending.
Why it matters
Market sentiment shift on AI infrastructure investment. Jassy's articulation of Amazon's AI spending ROI narrative is moving investor appetite — a signal that AI capex justification, not just scale, is becoming table stakes for Big Tech.
The key facts
6 to knowAmazon CEO Andy Jassy explained long-term returns case for AI spending
Market sentiment warming on Big Tech AI capex
Jim Cramer commentary on investor appetite shift
Amazon CEO Andy Jassy addressed investor concerns on AI spending ROI
Market sentiment on Big Tech AI spending reported as warming
Published Aug 3, 2026 — timing tied to earnings season or strategic commentary
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: Cramer said Amazon CEO Andy Jassy finally explained how Amazon's massive AI spending will generate long-term returns.