Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks

8. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 312

Microsoft Corporation (NASDAQ:MSFT) has been a constant feature on Jim Cramer’s radar over the past couple of months. The CNBC TV host has repeatedly discussed the firm’s AI initiatives and remarked that its Copilot platform was unimpressive. In its fourth quarter 2025 investor letter, Magellan Asset Management also discussed Microsoft Corporation (NASDAQ:MSFT)’s business. The financial firm commented that the company gave back on some Azure growth due to “moderating optimism on Microsoft’s AI positioning via its close relationship with OpenAI due to strong execution at Google and Anthropic.” However, Magellan added that this analysis was short-term in nature and Microsoft Corporation (NASDAQ:MSFT), like other AI companies, were “winners of the increased adoption of AI applications.” In this appearance, Cramer referenced a Bloomberg report about Microsoft Corporation (NASDAQ:MSFT)’s CFO, AI spending, and fears of a bubble:

“But let’s talk about Microsoft. You know we had Ben Reitzes on the other day, from Meliusssssss, and that stock has a hard time climbing and the piece about Amy Hood who I think is one of my absolute favorites, was saying, she’s said let’s slow down, CFO.

“Look I think the world of her, we still don’t know the outcome. I do know that the products at Microsoft, I do find are, Copilot I just find suboptimal, suboptimal, suboptimal. . .”