10 Stocks Analysts are Talking About Amid Trump’s Tariff War

1. Microsoft Corp (NASDAQ:MSFT)

Number of Hedge Fund Investors: 279

Jim Cramer in a latest program on CNBC talked about Microsoft Corp (NASDAQ:MSFT) and said the company has been out of the limelight. Cramer thinks the company “wrecked” the data center story by putting a pause on its data center projects in Ohio. He also mentioned a latest analyst note pointing to slowing Azure growth:

“But Morgan Stanley comes out with a piece… talking about how Azure is going to probably not make the number. Azure has been the swing point. We thought that Azure might—that know that’s their big cloud business. We thought it might accelerate. That was the key to betting why you want to be in the stock was acceleration, because the stock’s just been abysmal.”

Alger Spectra Fund stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2025 investor letter:

“Microsoft Corporation (NASDAQ:MSFT) is a beneficiary of corporate America’s transformative digitization. The company operates through three segments: Productivity and Business Processes (Office365, LinkedIn, and Dynamics), Intelligent Cloud (Server Products and Cloud Services, Azure, and Enterprise Services), and More Personal Computing (Windows, Devices, Gaming, and Search). During the quarter, shares detracted from performance as Azure revenue growth missed analyst estimates, marking the third consecutive quarter of modest disappointment in this segment. However, AI-related sales growth exceeded expectations, accounting for 13% of Azure’s quarterly growth. Management also maintained their fiscal third quarter earnings guidance while highlighting improved operating profitability and lower tax rates. Despite the disappointing quarter, we remain confident in Microsoft’s ability to sustain its leadership position in AI.”

While we acknowledge the potential of Microsoft Corporation (NASDAQ:MSFT) as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MSFT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below. You can also look at the Top 10 Auto Parts Stocks That Could Surge On Trump’s Auto Tariff Relaxation and the 19 Mid- And Large-Cap Stocks Insiders Are Buying After Trump’s Tariff Rollout.