Jim Cramer Discussed 9 Stocks Related to the AI Space

3. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 294

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks related to the AI space that Jim Cramer discussed. Cramer mentioned the company during the episode and commented:

“Meanwhile, Microsoft shelled out nearly $35 billion capital expenditure last quarter alone, last quarter, not year, much higher than the $30 billion plus number they guided for in July. On Microsoft’s conference call, CFO Amy Hood said that they’re ramping up spending on graphics processing units or GPUs, the kind of chips that Nvidia makes.

Hood explained that ‘total spend will increase sequentially, and we now expect the fiscal 2026 growth rate to be higher than fiscal 2025.’ Three months ago, Microsoft had indicated that their capital expenditure growth might moderate in the 2026 fiscal year, which has already begun, but that’s clearly no longer the case.”

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.