We recently published a list of 10 Stocks Analysts are Talking About Amid Trump’s Tariff War. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other stocks analysts are talking about amid Trump’s tariff war.
Markets saw some glimmer of hope as President Donald Trump indicated that he does not plan to fire Federal Reserve Chair Jerome Powell and showed openness to engage in talks with China. However, China has said in a statement that the US should dial back all unilateral duties if it’s serious in negotiations.
Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, explained in a recent program on CNBC what made Trump blink:
“I think…April 9th was an important day because on that day Trump came out and said I didn’t like what I saw in the bond market, I didn’t like Jamie Diamon saying there’s a recession coming and he said “So I’m putting a 90-day pause on.” So in my opinion, what he really said is tariffs are important to me but a recession’s worse and so there’s the priority which he basically gave you the indication there is a Trump put out there. I don’t think it’s down 10 15 but it was when the market was almost down 20 right, credit spread started to quake.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
For this article, we picked 10 stocks Wall Street is talking about these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Photo by Microsoft 365 on Unsplash
Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Investors: 279
Jim Cramer in a latest program on CNBC talked about Microsoft Corporation (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.”
Overall, MSFT ranks 1st on our list of stocks analysts are talking about amid Trump’s tariff war. While we acknowledge the potential of 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.
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Disclosure: None. This article is originally published at Insider Monkey.