10 Stocks Jim Cramer Discussed As He Blasted China’s Hostility Towards The US

2. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q1 2025: 284

Microsoft Corporation (NASDAQ:MSFT), the world’s largest software company, has experienced a turnaround in investor sentiment in 2025. Its shares have gained 24% year-to-date as investors turn bullish about the firm’s AI prospects. Cramer discussed Microsoft Corporation (NASDAQ:MSFT)’s Azure cloud computing division in the context of Amazon’s AWS and pointed out that lower growth could make Amazon look better:

“Azure, I think it might even be four, five percent. Meaning 39 get knocked back to [34, 35% growth]. Yeah so then Amazon doesn’t look as stupid and horrible as everybody says with Amazon Web Services falling behind. A lot of companies do write, younger companies want want to write on chat [ChatGPT], they want to write on OpenAI. But Amazon did this deal yesterday with OpenAI that no one even talked about that makes it so people are more likely to stay with Amazon Web Services.”

Previously, he outlined how Microsoft Corporation (NASDAQ:MSFT) is performing well:

“So let’s do this. Let’s go over from best and not best because I refuse to call any of these the worst. I want to start with Microsoft because this one has become completely sainted. Microsoft’s doing incredibly well in every single phase of its business. The basic enterprise software product is the strongest I’ve seen it since, almost since it started. It’s aided by rapid adoption of Copilot, Microsoft’s AI product.

“LinkedIn’s just doing really strongly. Their video game’s selling spectacularly. Azure, the cloud infrastructure division, is outstanding with a huge acceleration in growth this quarter. Finally, Microsoft owns a giant slug of OpenAI and its usually valuable ChatGPT fundraising round at a $300 billion valuation. Microsoft owns 49% of the for-profit portion of the company. I’ve followed this company for a long time since it came public, even before then. There’s always been one thing, one fly… only one piece of hair on it. Uh-uh, this time the quarter was flawless, yes, flawless.”