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Jim Cramer Discusses Optimistic Analyst Note About Microsoft (MSFT)

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed.

Microsoft Corporation (NASDAQ:MSFT)’s shares have gained 21% year-to-date, with media reports attributing the rise to a turnaround in the firm’s software business and the Azure cloud computing division. Cramer’s previous comments about the firm have wondered whether too much of the market was concentrated in its and NVIDIA’s shares. This time, he discussed a note from Ben Reitzes at Melius Research. The note outlined that the shares had been sold unfairly and the stock could gain momentum over the coming months. Some of the reasons behind Reitzes’ optimism include Microsoft Corporation (NASDAQ:MSFT)’s cloud computing business, AI agents, and partnership with OpenAI. Here is what Cramer said about the note:

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“I want to talk about Microsoft for a second. There’s this fellow Ben Retizes at Melius, he’s been very good. He’s been actually dead right. And he’s saying it’s time for, believe it or not, a catch up trade for Microsoft, which is just kind of, you know, in a lull. But this is itself I think is doing extraordinarily well. Talking about how Copilot’s gonna be able to be revealed as a smashing success. I also think, things are a little clouded by AI, by OpenAI, we don’t know.”

While we acknowledge the risk and potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MSFT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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