"On Wall Street you don't spring unexpected plans about the need for major spending without expecting a backlash of skepticism," the "Mad Money" host said.
Cramer saw this same situation play out when Under Armour CEO Kevin Plank revealed earlier in the week that his company needs to spend in order to grow and gain market share. Immediately the stock plummeted.
Wall Street translated spending to mean lower gross margins, and therefore lower profitability. It could also mean that demand wasn't as strong as many investors though, hence why Under Armour investors weren't willing to pay as much for the stock, as it is down significantly for the year.
"That is why the decision Amazon announced on its conference call to beef up spending freaked out so many investors, and that is why the stock dropped 5 percent today," Cramer said.