14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks

9. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q2 2025: 294

Microsoft Corporation (NASDAQ:MSFT)’s shares have gained 21% year-to-date, with media reports attributing the rise to a turnaround in the firm’s software business and the Azure cloud computing division. Cramer’s previous comments about the firm have wondered whether too much of the market was concentrated in its and NVIDIA’s shares. This time, he discussed a note from Ben Reitzes at Melius Research. The note outlined that the shares had been sold unfairly and the stock could gain momentum over the coming months. Some of the reasons behind Reitzes’ optimism include Microsoft Corporation (NASDAQ:MSFT)’s cloud computing business, AI agents, and partnership with OpenAI. Here is what Cramer said about the note:

“I want to talk about Microsoft for a second. There’s this fellow Ben Retizes at Melius, he’s been very good. He’s been actually dead right. And he’s saying it’s time for, believe it or not, a catch up trade for Microsoft, which is just kind of, you know, in a lull. But this is itself I think is doing extraordinarily well. Talking about how Copilot’s gonna be able to be revealed as a smashing success. I also think, things are a little clouded by AI, by OpenAI, we don’t know.”