Ramish Cheema
3 min read
In This Article:
Microsoft Corporation (NASDAQ:MSFT) is one of the Jim Cramer Reveals Potential US Rare Earth Trump Card & Discusses These 11 Stocks.
Microsoft Corporation (NASDAQ:MSFT), a key player in the AI market, has seen a lot of changes this year. 2025 kicked off with the firm’s partner OpenAI joining forces with Oracle as part of President Trump’s $500 billion Stargate AI initiative. The development led Cramer to speculate that perhaps there was friction between Microsoft Corporation (NASDAQ:MSFT) and OpenAI. 2025 has also seen a turnaround in Microsoft Corporation (NASDAQ:MSFT)’s shares. The stock is up 14% year-to-date primarily on the back of improving profitability of its Azure cloud computing business which had disappointed investors earlier. Cramer’s recent remarks about Microsoft Corporation (NASDAQ:MSFT) mentioned the friction between the firm and OpenAI:
“We didn’t even talk about Microsoft and the war that must be going with ChatGPT.
Earlier, the CNBC host discussed Microsoft Corporation (NASDAQ:MSFT) important earnings report and the aftermath:
“Well Microsoft had guided, so suddenly you get on this call and they just crush it. They guide higher and there’s glee on the call. It’s glee. Amy Hood is happy. Satya Nadella is happy. They correct people if anyone is less happy. It was just, David, a happy call. Happy call.”
A development team working together to create the next version of Windows.
“Oh my god, remember how Amy Hood at one point said that was non-AI, that was looking good she corrected a wayward analyst who just didn’t get the memo.”
While we acknowledge the potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
