Billionaire Ken Fisher’s Latest Portfolio: 5 Best Stocks to Buy

4. Microsoft Corporation (NASDAQ:MSFT)

Fisher Investments’ Stake: $9.6 billion

Technology giant Microsoft Corporation (NASDAQ:MSFT) is perhaps one of the weakest performers in Fisher Investments’ portfolio. The shares are down by 7.8% over the past year and by 9.7% year-to-date. The firm has been in the news lately following its latest Build conference. The event saw Microsoft Corporation (NASDAQ:MSFT) make a host of crucial announcements, which covered sectors such as quantum computing, artificial intelligence, and agentic computing. On the quantum computing front, the firm announced its Majorana 2 chip, which claims to make qubits a thousand times more reliable compared to its predecessor. It also announced Microsoft Scout, a new personal AI system and Project Solara, a platform for agentic computing.

Microsoft Corporation (NASDAQ:MSFT)’s shares trade at a forward P/E multiple of 19.46, which is significantly lower than the market’s 27.66 due to the weakness in the shares in 2026.

One of Microsoft Corporation (NASDAQ:MSFT)’s biggest critics in 2026 has been CNBC’s Jim Cramer. In an appearance on Mad Money on May 5th, he remarked:

“It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, losers or at least their stocks… Microsoft appears stuck with old software that has fallen out of favor with the market. And Meta doesn’t have a cloud business to help offset the losses from the myriad AI initiatives away from Facebook, Instagram, and WhatsApp. Really smart Ray-Bans, I love them, I love them, don’t get me wrong, aren’t going to bring the profits, a cloud business would for the quizzical Meta. Even as sales from traditional businesses were spectacular this quarter, nobody cared.”