Jim Cramer Reveals Stocks Benefiting From Tariff Selloff & Discusses These 8 Stocks

2. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q4 2024: 317

Microsoft Corporation (NASDAQ:MSFT) is the largest software company in the world. The second half of 2024 wasn’t kind to the firm as it bled billions of dollars in market value and eventually lost the title of the world’s most valuable company to Apple. However, despite the bloodbath in April due to President Trump’s tariffs, Microsoft Corporation (NASDAQ:MSFT)’s stock has remained resilient compared to Apple’s. During Thursday and Friday, the shares lost 5.8% of their value while Apple bled 15.8%. Microsoft Corporation (NASDAQ:MSFT)’s software business isn’t dependent on imports, with investors primarily judging the shares on the firm’s ability to generate AI returns. Here’s what Cramer said about the stock:

“[On Microsoft pulling back on data centers] Yeah I mean look. Please do some work reporting. Please do some work. Microsoft is at odds with ChatGPT, which is OpenAI. And they are shipping a lot of the, of the actual data centers being made by OpenAI. It’s not, not. being done by Microsoft. And I know this because I checked it on the chips every day. . . Whatever CoreWeave has, everyone’s bidding for. CoreWeave had a big stash of them, but it’s not because of Microsoft. Everything’s being built by OpenAI and I wish people would stop with that story about Microsoft pulling back. Because it’s not right.”