Jim Cramer Said AI Is A “Souped-Up Google” As He Discussed These 11 Stocks

6. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q2 2025: 294

Microsoft Corporation (NASDAQ:MSFT)’s shares have regained investor confidence as the firm has been able to demonstrate growth with its Azure cloud computing business. The stock has gained 21% year-to-date and is up by 43% since its post-Liberation Day tariff announcement dip. Cramer’s previous comments about Microsoft Corporation (NASDAQ:MSFT) have wondered whether its market cap, coupled with NVDIA, represented a disproportionately high part of the total market. This time, he discussed the firm’s role in the cloud computing market:

“What he’s saying is that Amazon is now going to accelerate spending. Amazon’s view, is price-performance is what matters which is why they use their own Trainium. Not performance, but price-performance, because Andy likes to make money, and you know, he makes a lot more money than everybody else. But everyone thought that Microsoft, which maybe aided by OpenAI, accelerated their spend and therefore accelerated their business. This piece, says basically, that was the narrative, I’m going back and saying it’s not, Amazon’s spending more than they have to, 2026 they’re going to get to reaccelerate the growth. 17 and a half percent growth, to 20% growth, AWS.”

Here’s what Cramer recently said about Microsoft Corporation (NASDAQ:MSFT)’s market capitalization:

“The negative narrative continues. NVIDIA and Microsoft make up almost 15% of the market. How ridiculous is that? That’s the highest concentration ever. That can’t last. Seems like a dangerous confluence…”