10 Stocks to Watch in July as AI Enthusiasm Returns

3. Microsoft Corp (NASDAQ:MSFT)

Number of Hedge Fund Investors: 284

Guy Adami from CNBC recently picked Microsoft Corp (NASDAQ:MSFT) during a stock-picking segment and explained his reasons for being bullish on the software giant:

“I’m gonna take Microsoft, which is odd, but at 32 times, it’s where it’s trading. I mean, it’s expensive, but not expensive to itself over the last couple years. And I think, in my opinion, they probably still have the widest and the deepest moat. So in this game of “would you rather” that I just played—correctly—it’s Microsoft.”

Diamond Hill Long-Short Strategy stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2025 investor letter:

“Other bottom individual contributors in Q1 included our long positions in Microsoft Corporation (NASDAQ:MSFT), Alphabet and Taiwan Semiconductor. Software and information technology services provider Microsoft faced some investor caution around the possibility that artificial intelligence- and cloud computing-related spending could decelerate faster than previously anticipated.”