Jim Cramer Says AI Data Centers Have Potential & Discusses These 9 Stocks

2. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q4 2024: 317

Microsoft Corporation (NASDAQ:MSFT) is the software giant whose stock has lagged since last year due to investor perceptions about AI. The stock is down by 7.5% year-to-date but it benefited during the tariff selloff due to Microsoft Corporation (NASDAQ:MSFT)’s low exposure to China. Previously, Cramer has advised the company to ‘get its act together’ as he believes it is falling behind in the AI race. Here are his latest thoughts about Microsoft Corporation (NASDAQ:MSFT):

“[On MSFT cutting back] No I told you that they’re jamming their CapEx. I believe on OpenAI, that’s what I was saying.”

“[On OpenAI and MSFT not being the same company] No I know, but if you talk to CoreWeave I think you get a sense that wait a second. . . I’m just saying that if you listen to Microsoft you think you know what, there’s too many data centers to be built.”