12 Stocks Jim Cramer Discussed As Part Of His Big Tech Deep Dive

8. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q2 2025: 294

Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella and founder Bill Gates attended Trump’s White House event. After the event, the firm issued a statement sharing that it would promote initiatives to advance AI learning and use, particularly among students. However, Cramer wondered whether Trump could ask Microsoft Corporation (NASDAQ:MSFT) to invest more in the US:

“But these other people, these are the people that are the, it’s the Magnificent 6 down there. We’ve got the powerhouses that have all committed to doing more. I’d like to see if everyone’s going to make commitments like the way Tim Cook has. Who has put up, you know, the $600 billion over the four years. It’s incredible. I think this is, you know this is kind of what the administration [inaudible] initially was telling me. Which is that, it won’t be like Biden, who would never have these people. It’s going to be the opposite. These are the people who know more, and we’re going to have them in.

“But this is a very different time. I expect something consequential to come out of this. I just can’t even figure out what it’ll be.

“I think it’s entirely possible, that, the President could say, Tim Cook, has done X. What have you guys done? What have you guys done? Like Mark Zuckerberg, you went on and on about how you liked me, but where’s your AI factory?”