Cramer reveals his favorite big-cap stock to own now, sees 20% upside

Cramer reveals his favorite big-cap stock to own now, sees 20% upside

CNBC business

Key Points:

  • CNBC's Jim Cramer predicts Alphabet's stock could rise another 20% to $400, building on its strong 65% rally in 2025 so far.
  • Alphabet shares hit a new all-time high of $338, outperforming other major tech stocks like Meta, Nvidia, and Tesla in 2025.
  • The company is gaining investor confidence due to its leadership in generative AI and a key partnership with Apple to integrate Google's Gemini AI models.
  • Bank of America highlights that Alphabet's continued success depends on technological leadership in Gemini, cost advantages from custom tensor-processing units, and improved search monetization.
  • Despite strong performance, some investors plan to wait for a price pullback before increasing their Alphabet holdings,