Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks

7. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holdings in Q1 2026: 282

Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 2.2% over the past year and by 4.8% year-to-date. Recently, RBC Capital reiterated a Buy rating and a $640 share price target on the firm. It remarked that Microsoft Corporation (NASDAQ:MSFT) could expand its presence in the artificial intelligence market this year. Cramer has also regularly discussed the software company throughout 2026. Most of his remarks have expressed disappointment about the Copilot software. In this appearance, the CNBC TV host expressed relief that the shares had finally started to move upwards:

“Oh I’m glad [the shares are up]. Well I’m glad because some people felt that I was responsible for the. . .the stock came back. I was just simply saying, like when you’re on the Best Buy call, it was not a Microsoft love fest. . .you have to believe that some of the business that Dell had went to Microsoft. You know Microsoft is a big provider of corporate software and Dell does corporate software.”

Auxier Asset Management discussed Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:

“Software-related stocks in the portfolio have been hit hard due to the threat of margin compression from artificial intelligence. Microsoft Corporation’s (NASDAQ:MSFT) 21.9% drop in the quarter was the worst decline since the 2008 financial crisis. They are spending $190 billion on AI-related capital expenditures in 2026 yet their AI Copilot product has failed to scale, with less than 15 million total paid seats. Google Gemini has successfully integrated their AI and captured the largest share of casual AI users with 2 billion people interacting with “Gemini-powered AI overviews” in Google Search every month. Microsoft has a large installed base with Fortune 500 companies. They have over $88 billion in cash on the balance sheet which is a huge competitive advantage. It is hard to bet against CEO Satya Nadella who took over in February 2014 and has a great record with the stock up over elevenfold.”