Jim Cramer Discussed These 11 Stocks & Commented On A Market Reversal

6. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q2 2025: 294

Microsoft Corporation (NASDAQ:MSFT) is at the center of what Jim Cramer has recently used to bifurcate AI software. He has divided AI into business-to-business and business-to-consumer and used Anthropic and Microsoft Corporation (NASDAQ:MSFT) as examples of the former. The CNBC TV host has also used the firm as an example of a company that has “embraced AI with abundance.” In this appearance, he discussed Microsoft Corporation (NASDAQ:MSFT)’s relationship to OpenAI and wondered whether the software giant could end up taking more control:

“Copilot’s doing well, Azure’s doing well. . .

“But I see, you see Microsoft going down, Microsoft has to stop going down, clearly. . .

“I wanted to talk about a second about Microsoft. It keeps going down. Now that’s because there are people who say the secret weapon of OpenAI is that Microsoft could come in there, really take control, maybe even make a few, shuffle at the top. And the next thing you know, everything that you’re worried about with Oracle, everything you’re worried about with OpenAI, is taken off the table. Microsoft does prevail and that’s your scenario to get out of this situation. Because things tend to work out in this market. I trust the market and I think that Microsoft right now has to be thinking, how do we salvage this thing? If we get it together with Copilot, we salvage it.

“There’s a business-to-consumer business that I think is peaking, and, because you cannot beat Gemini. So you have to merge with Copilot to save it.”