Why Facebook, Amazon has been hit by the setbacks of the Alphabet

Jim Cramer of CNBC said Tuesday that shares of Facebook and Amazon had dropped during the session, without any fault on their part.

He added that the two internet giants were victims of "guilt by association" in the group FAANG with Google. The search engine is a subsidiary of Alphabet, which missed a turnover of nearly a billion dollars in the first quarter of 2019.

"Amazon and Facebook have seen their shares go down nowadays from the theory that if Alphabet is doing badly, everyone is hurting." "It's just stupid." Nonsense said the host of "Mad Money". "Alphabet has had a shortfall because it has lost customers to the benefit of Amazon and Facebook."

Alphabet shares fell 7.5% on the day. Amazon and Facebook plunged 0.61% and 0.71%, respectively.

The problems of Alphabet were company-specific, said Cramer, while Facebook and Amazon were meeting Wall Streets' expectations in their quarterly reports. Google's weakness in ad sales could lead to a loss of share for the two major e-commerce and social media platforms.

"In a rational world, Amazon and Facebook would have rallied to announce that they were beating the Alphabet," Cramer said. "Hey, at least you can associate winners with weakness, market stupidity can be your opportunity."

Cramer said investors who bought Apple before the release of its first quarter report made the right choice.

As a general rule, the organizer does not recommend buying a share before profits, in case the company transmits a bad report. But the tech giant did not disappoint Tuesday.

"Not only has Apple managed to stand out, but China, the main source of weakness last quarter, is recovering," said Cramer. "When I spoke to [CEO] Tim [Cook] on this subject, I was surprised at how optimistic he was. "

While iPhone sales were down 17%, Cramer said that Apple's management had declared a recovery at the end of the quarter. Growth in the clothing and infant services sector could be an excellent second quarter, he added. Apple held its quarterly teleconference after the market closed on Tuesday.

Apple's shares fell 1.93% during the session. The stock climbed 5% after trading hours.

Get more information on Apple's financial results here

Shopify's primary goal is to help entrepreneurs get started easily, according to Harley Finkelstein, Director of Operations.

The Canadian e-commerce platform serves as a point of sale for 820,000 merchants, which, if considered as one entity, would make it the third largest online retailer in the United States. he told Cramer. With that, Shopify can leverage economies of scale, similar to those of giant retailers, and "take advantage" of benefits for entrepreneurs, said Finkelstein.

"So, what we do, we level the playing field," he said. "This means that they get better rates on shipping, processing and capital costs and that, all of a sudden, these small businesses can compete with the larger retailers and brands. the planet."

See the full interview here

Cramer said the Alphabet shares would not have cashed nearly $ 100 per share during the session if Chief Financial Officer, Ruth Porat, had acted this way during the call Monday's quarterly results: Be open and honest.

Cramer said he was "sad" and that he had to say "bad things" about a company whose chief financial officer had a lot of respect.

"When you run out of numbers, you have to recognize it, you have to say," Hey, we were wrong, that's what went wrong, that's how we're going to fix it, " said the host. "Alphabet was disappointed, but Ruth Porat did not say that."

Go further here

Zebra Technologies, the manufacturer of computer printing technologies, is looking to leverage the nearly 10 million Microsoft Windows mobile devices available on the market, CEO Anders Gustafsson told Cramer.

"We see this as a great opportunity for us," he said in an interview with the host of "Mad Money." "With Android, we've been able to take advantage of new use cases more, so users are using it in different ways and pushing the technology further into the business." more and more users a form of device or technology in their hands ".

Watch the discussion here

TRI Pointe Group CEO Douglas Bauer told CNBC that he had witnessed a "dynamic shift" in the first quarter of 2019.

"The consumer is significantly more involved," he said in an individual interview with Cramer.

Merging local housing companies, TRI Pointe jumped more than 19% this year, as did the homebuilding sector, which grew more than 25%. Falling mortgage rates have brought buyers back into the housing market, Cramer said.

TRI Pointe is lagging behind in the housing construction group, in part because the stock has dropped about 8% after posting mixed results in the first quarter on Thursday, which allowed it to beat his business figure but miss a final result.

Learn more about the interview here

During Cramer's flash game, the Mad Money host went through all his memory on the selection of the callers' actions of the day.

Prologis Inc .: "You buy Prologis at the highest level here, let's stay away, let this get in a bit, I think rates could go a bit higher."

Walgreens Boots Alliance Inc: "I do not like this stock.I think the company is somehow misplaced.They have to make some changes because at the moment I think they're really hurt by Amazon. "

Carnival Corp: "It has this good yield, 3.65 [percent], but you know what, I prefer the Norwegian cruise lines because I think they are a little better. "

Disclosure: The Cramer Charitable Trust holds shares of Facebook, Amazon, Alphabet, Apple,