Happy Friyay!

Let's go over the top stories on Friday, Sept. 14. 

Is Alphabet the Bomb? Jim Cramer Thinks So

"Search, advertising and Waymo, its autonomous driving business, are all taking off," he said. 

Watch to learn more about why he likes the stock and listen to his thoughts on the fact that Google (GOOG - Get Report) did not send any executives to the Congressional hearings.

I mean, I can't really do Cramer justice. You just have to watch the video.

Nvidia's on Fire

At least, that's what TheStreet's Jacob Sonenshine is saying

Nvidia (NVDA) - Get Report shares are up more than 37% this year, and were climbing more than 2% on Friday morning. That's after a note from Needham and Co., whose analysts say the chipmaker will continue to gain more market share in the inference market, which is a part of Nvidia's data center business. Needham raised its price target from $325 to $350, roughly 25% above the stock's current level.

"We raise our PT to $350 and increase our FY20 estimates based on increased confidence that NVDA will begin to take a larger share of the inference market with its new TensorRT Hyperscaler Platform," Needham wrote in the note. The raised price target reflects an increase of $500 million in Needham's 2020 data revenue forecast. 

"Data centers the world over are building neural networks ... at an exponential rate in order to process the unprecedented amount of unstructured data," the analysts added. According to Needham, the total inference market could reach $20 billion in the next five years, with Nvidia taking 25% of that, or $5 billion.

Whew. Definitely worth a further read. 

Amazon's Outlasting FANG

There's a new "Money Man." Actually, not really all that new, says RealMoney contributor Stephen Guilfoyle. These days, the term refers to Amazon (AMZN - Get Report) CEO Jeff Bezos, the planet's richest man. Yesterday, Bezos made news, a ton of news. First, he and his wife MacKenzie announced the formation of the Bezos Day One Fund that will support existing organizations that aid homeless families. The fund will also create a network of pre-schools in low-income areas. Bezos has committed $2 billion of his estimated personal wealth of $164 billion to this new charity interest, and has clearly shown an increased interest in philanthropy of late.

Bezos spoke in Washington Thursday night. Hopes were that he might mention his decision on a winner for where Amazon might locate its second corporate headquarters. Those hopes were dashed early on in the event when Bezos indicated he would answer that question by the end of the year. The crowd in attendance actually booed (somewhat good-naturedly) this avoidance.

"Why do I call Amazon, the last FANG standing? Well, for starters, it's the last one that I still have a position in. I jettisoned the tail end of my long position in Alphabet (GOOGL - Get Report) a couple of weeks back. I still will play Netflix (NFLX - Get Report) through the options market from time to time, but have not really had a conviction there for months no," said Guilfoyle. "I never did have a position in Facebook (FB - Get Report) . Yes, I missed a lot of upside with that one. I also skipped a lot of pain this summer for those shareholders. Honestly, I have just always considered Facebook just too poorly managed a company for me to get involved with."

Man, oh man. That's some good reading ahead of the weekend. That's a wrap for this week.

Amazon, Alphabet, Nvidia and Facebook are holdings in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells AMZN, GOOGL or FB? Learn more now.