Jim Cramer Discusses These 18 Stocks & President Trump’s $500 Billion AI Plan

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1. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q3 2024: 279

Microsoft Corporation (NASDAQ:MSFT) is one of the largest technology companies in the world. It was one of the first major players in the AI industry, courtesy of its partnership with OpenAI. However, President Trump’s $500 billion Stargate announcement, which also included Oracle, led Cramer to speculate that perhaps the team-up between Microsoft Corporation (NASDAQ:MSFT) and OpenAI is entering a new phase, so to speak. He also commented on industry views that the firm’s CoPilot AI software isn’t gaining popularity. Here are Cramer’s full remarks:

“Initially, you see these things and you think well it’s for show. . . and then you step back and you say now wait a second, OpenAI is the partner here. You see Sam Altman up there. And you think well wait a second. I thought he was Microsoft’s guy. And then he’s not.

“If true it appears that Oracle might have replaced Microsoft in an OpenAI joint venture. This would be extraordinary.

“On Microsoft there was very key note from Morgan Stanley. Cutting price target but still saying it’s good. I’m staying on that one. I’m questioning, how good Microsoft is because ever since Benioff did this, with that clippy two thing, he’s out there he’s slamming it everywhere. I’m worried about it.”

MSFT is a stock Jim Cramer recently talked about. 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 doing so within a shorter timeframe. 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 the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

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