Ramish Cheema
2 min read
In This Article:
Microsoft Corporation (NASDAQ:MSFT) is one of the Jim Cramer Warns Viewers About FOMO & Discusses These 19 Stocks.
Microsoft Corporation (NASDAQ:MSFT) is the world’s largest consumer software company. It was also an early mover in the AI software market due to its partnership with OpenAI. However, 2025 has seen the narrative around Microsoft Corporation (NASDAQ:MSFT) shift a little bit as the firm’s relationship with OpenAI purportedly sours. Yet, at the same time, the stock has benefited from a strong earnings report which indicated to investors that Microsoft Corporation (NASDAQ:MSFT) has finally started to perform well in its cloud computing business. Cramer discussed the firm in the context of these factors and AI PCs:
“It’s moving because this Morgan Stanley piece revisiting Microsoft plus OpenAI. . . .Azure AI revenue, very strong. In keeping with what you [David] said, when you asked Sanjay Mehrotra the CEO [why the AI-enabled PC hasn’t taken off]. . his response was, just you wait. And that would be incredible for Microsoft. People don’t realize Sanjay, I know that Sanjay was a bit verbose, in his answers. . .look I’ve known Sanjay for years, you can tell him after this, but I think what you have is, you have a PC market that could be exploding. And I didn’t think that.”
A development team working together to create the next version of Windows.
Earlier the CNBC TV show host discussed Microsoft Corporation (NASDAQ:MSFT)’s relationship with OpenAI:
“We didn’t even talk about Microsoft and the war that must be going with ChatGPT.
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.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
