10 Best Stocks to Buy According to Billionaire Ray Dalio

4. Microsoft Corporation (NASDAQ:MSFT)

Bridgewater Associates Equity Stakes: $281.16 Million

Number of Hedge Fund Holders: 317

Microsoft Corporation (NASDAQ:MSFT) is a technology company that develops, licenses, and supports a wide range of software, services, and hardware. It also offers productivity software, cloud services, and gaming consoles. It is one of Bridgewater Associates’ most significant holdings as it increasingly capitalizes on the growing demand for generative artificial intelligence.

Microsoft Corporation’s (NASDAQ:MSFT) push into AI has accelerated because of its cooperation with OpenAI. Because of its dominance in enterprise cloud services and productivity software, the company is well-positioned to profitably commercialize AI across a wide range of clients. Likewise, it is seeing a significant increase in contract sizes and bookings due to the strong demand for its AI products. Microsoft Q2 2025 Earnings saw a 67% increase in commercial bookings, driven by “Azure commitments from OpenAI.” Compared to the 17% rise in commercial bookings during the same period the previous year.

Microsoft Corporation (NASDAQ:MSFT) came out with a healthy financial performance in the second quarter of its fiscal 2025. Revenue was up 12% year-over-year to $69.6 billion, and net income rose 10% to $24.1 billion. Its cloud computing unit, Azure, recorded a 19% year-over-year increase in revenue. Microsoft’s Azure cloud services got a boost of 13% points from the fast-growing demand for AI applications that the company has been offering on its platform.