Jim Cramer’s Game Plan for This Week: 16 Stocks in Focus

9. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 317

Discussing how Microsoft Corporation (NASDAQ:MSFT) needs to show that its different businesses are doing well, Cramer said:

“After the close, alright, here we go, Meta Platforms and Microsoft, both important, and the Street’s really split on these two… Microsoft’s disappointed investors three straight times, three quarters in a row, mostly by issuing soft outlooks after delivering solid results. Now I think we need to see this Copilot gain some serious traction while data center spending stays strong, but not too strong. We don’t want them to spend even more than they thought, and Azure, its cloud business, gets back into an accelerated group. That might be a tall order, but I think this company knows the penalty will be severe to its price to earnings multiple, the PE multiple, if it misses a year’s worth of earnings reports.”

Microsoft (NASDAQ:MSFT) creates software, services, devices, and solutions that include productivity tools, cloud platforms, business applications, gaming products, and other offerings for both consumers and organizations.