Jim Cramer Says People Are Getting “Happier” & Discusses These 11 Stocks

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7. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q1 2025: 284

Microsoft Corporation (NASDAQ:MSFT) is one of the largest technology companies in the world. 2025 has proved to be somewhat of a respite to the firm’s shares. Microsoft Corporation (NASDAQ:MSFT)’s stock had struggled in H2 2024 after investors became worried about AI and Azure profitability. However, this year, the stock has gained due to Microsoft Corporation (NASDAQ:MSFT)’s software exposure being immune from tariff-related uncertainty. The stock is up by 13.5% year-to-date after having gained 32% since late April. The firm benefited from a strong earnings report which saw its fiscal Q3 revenue of $70.07 billion beat analyst estimates of $68.4 billion and its $3.46 in earnings beat estimates of $3.22. Crucially, Microsoft Corporation (NASDAQ:MSFT)’s fiscal Q4 revenue midpoint guidance of $73.7 billion beat analyst estimates of $72.26 billion while Azure growth of 33% also beat the estimates. Cramer commented on a Citi note adding the firm to a 90-day catalyst watch:

“I think that was great. Remember Amy Hood just told a great story, CFO, last quarter.”

Cramer praised Microsoft Corporation (NASDAQ:MSFT)’s earnings in a recent Mad Money episode. Here’s what he said:

“Now, there was a time when these tech stocks couldn’t be on the 52-week high list unless they were led by an Alphabet or an Apple, or an Amazon. Instead, we’ll have to settle for Microsoft, which hit the high list today and has been flying ever since that last quarter, which indeed was a great one.”

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