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Jim Cramer Says “I’m Looking at a Level to Buy Microsoft”

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer shared his thoughts on. Cramer called the company’s CEO and CFO “smart.” He said:

Meanwhile, Microsoft, perennial rock, isn’t spending enough to meet the demand for AI, or at least in the right places, because it seems to be putting its resources behind the wrong stuff. They’ve become the scissors, and they got crushed, down 10%. Truly horrific, horrible to watch… It’s tough to watch this great business, this rock, play the scissors. There’s so many amazing things about this company, which has dominant software for 40 years, has been unassailable until last night when we heard, frankly, a convoluted story… It said that Microsoft isn’t going to spend enough money to meet its artificial intelligence demand. But at the same time, it was proud that it had 15 million paid users of Copilot. 15 million. Wait a second.

They have 1.5 billion users. They were proud of that 1% of these people who pay to use Copilot. How many use Clippy? What does it tell you? How about that maybe Copilot just isn’t that big a winner? It’s like Microsoft makes dog food that the dogs don’t want, right? And somehow, they think if they slap new and improved on the side of the can, the dogs will clamor for it. Dogs can’t read… When I listened to the conference call, I could only conclude one thing. Unlike Meta, Microsoft may not be making all that money on AI even after all the massive investments in OpenAI and all that stuff. Certainly less than expected…

Is it time to give up on Microsoft? What are you, out of your mind? Absolutely not. Remember, this is Microsoft. Remember the game. Meta morphed from loser to winner in one quarter. Microsoft can do the same. It’s just gotta, kind of have to bite the bullet here. I haven’t bought this stock for my Charitable Trust in two years. We have a sizable position, don’t need to. But I’m betting that next time around, Microsoft could come out on top, and I’m looking at a level to buy Microsoft. Satya Nadella and CFO Amy Hood will figure it out. They’re smart.

Image by Tawanda Razika from Pixabay

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.

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.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

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

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • 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.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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