Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks

8. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holdings in Q4 2025: 312

Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 10% year-to-date but have started to climb back recently, as they are up by 14.5% since April 10th. Jim Cramer’s radar hasn’t missed the dip, as he has discussed the firm several times over the past couple of months. Bernstein discussed Microsoft Corporation (NASDAQ:MSFT)’s shares on April 13th as it kept an Outperform rating and a $641 share price target on the company. The financial firm outlined that the company’s Copilot AI platform was delivering strong margins and software-as-a-service (SaaS) revenue. However, Cramer doesn’t believe Copilot is up to the mark. For instance, in January, the CNBC TV host commented that “15 million people and they’re proud of CoPilot? They have 1.5 billion users what is that about 1% of the people,” and added that “I’m not buying into the acceleration of Copilot.” On April 1st, Benchmark set a Buy rating and a $450 share price target for Microsoft Corporation (NASDAQ:MSFT)’s shares and remarked that the sluggish share performance could provide a buying opportunity. In this appearance, Cramer discussed the firm and Amazon:

“Really an amazing that we have about OpenAI touting Amazon alliance in memo. Saying Microsoft has limited our ability to reach clients. One of the fulcrum of questions is Microsoft. I mean, where is Microsoft right now? This says that Amazon’s bedrock is attracting enterprise. They need to attract enterprise at OpenAI in order to have a better deal. A lot David of what’s going to happen revolves around OpenAI and Anthropic and the need to be able to show enterprise and whether Microsoft, which is up today, can do it.

“Yeah I just think that, Carl, we’re all so used to Microsoft being a terrific. We’re just not used to seeing it being, what is now people saying a chronic underperformer. . .if you look at companies that conceivably have slowing revenues, that’s what it is. None of these companies have [inaudible] revenues, but slowing revenues, then people are going to say that you’re going to see it in Microsoft. . .”