Jim Cramer Sees Opportunity in Pessimism and Highlights These 12 Stocks

6. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund holders: 317

Jim Cramer discussed Microsoft Corporation (NASDAQ:MSFT) in the context of data center buildouts and AI-related spending. He noted a slowdown in Microsoft’s infrastructure investment and raised some questions:

“By the way, Microsoft, which has cut back. I had Chris Gorman on the show, I had the CEO of Key, and they were talking about the pause of the data center build-out by Microsoft. There’s a pause. By Microsoft specifically. […] But why is it so? Why is the relationship with with OpenAI so opaque that once OpenAI got that money, that valuation, did you notice that’s when Azure started cutting back? Yeah, they’re cancelling their data center on Mars. They’re just wiping that out.”