16 Latest Stocks on Jim Cramer’s Radar

10. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q2 2025: 294

Most of Cramer’s recent comments surrounding software giant Microsoft Corporation (NASDAQ:MSFT) have focused on its cloud computing business, and this episode wasn’t an exception. However, in this appearance, the CNBC TV host focused specifically on AI as the discussion surrounded OpenAI’s user base. In his recent appearances, Cramer has started to bifurcate between the business and consumer AI use cases. He believes that the business-to-consumer market that OpenAI is targeting is a tougher nut to crack when compared to the business-to-business AI solutions offered by firms such as Anthropic. Similarly, he discussed Microsoft Corporation (NASDAQ:MSFT) in the context of B2B as well:

“See, I’m looking at Microsoft, okay. Microsoft’s a great B2B company. It’s terrific. If I wanted to call the bottom here, I would. I’d be willing to buy it, let’s say you want to buy 50 shares of Microsoft, I would buy 10, right here, Microsoft’s good.

“Look I just think the consumer’s too fickle when it comes to AI.”