Jim Cramer Reveals Potential US Rare Earth Trump Card & Discusses These 11 Stocks 

4. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q1 2025: 284

Microsoft Corporation (NASDAQ:MSFT), a key player in the AI market, has seen a lot of changes this year. 2025 kicked off with the firm’s partner OpenAI joining forces with Oracle as part of President Trump’s $500 billion Stargate AI initiative. The development led Cramer to speculate that perhaps there was friction between Microsoft Corporation (NASDAQ:MSFT) and OpenAI. 2025 has also seen a turnaround in Microsoft Corporation (NASDAQ:MSFT)’s shares. The stock is up 14% year-to-date primarily on the back of improving profitability of its Azure cloud computing business which had disappointed investors earlier. Cramer’s recent remarks about Microsoft Corporation (NASDAQ:MSFT) mentioned the friction between the firm and OpenAI:

“We didn’t even talk about Microsoft and the war that must be going with ChatGPT.

“[On whether they’ve become pure enemies from frenemies] Yeah I think so, they got the US-China situation.

“Microsoft’s stock has done quite well. Incredible. But it’s [OpenAI] worth about a hundred billion of Microsoft’s market cap.”

Earlier, the CNBC host discussed Microsoft Corporation (NASDAQ:MSFT) important earnings report and the aftermath:

“Well Microsoft had guided, so suddenly you get on this call and they just crush it. They guide higher and there’s glee on the call. It’s glee. Amy Hood is happy. Satya Nadella is happy. They correct people if anyone is less happy. It was just, David, a happy call. Happy call.”

“Oh my god, remember how Amy Hood at one point said that was non-AI, that was looking good she corrected a wayward analyst who just didn’t get the memo.”

“And they’re, both Microsoft and Meta have one single problem that the liars who used, who come on air all the time, maybe they’ll realize they’re lying, maybe they’re just brainwashed. These guys all need more NVIDIA, They all need more data center. I mean that was the theme. I thought the theme was there’s too much NVIDIA and there’s too much data center. David, there was a false narrative that started ever since. . . the DeepSeek Sputnik. And now you have Jensen Huang, explaining to President Trump, how you have to be able to have more countries and we don’t know whether he’s going to win.”