Microsoft Corporation (MSFT) Was Weighed Down Due To Software Industry Woes, Says JIm Cramer

We recently published Jim Cramer Analyzed These 10 Stocks & Discussed Inflation. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed.

While Microsoft Corporation (NASDAQ:MSFT)’s shares have turned a corner in 2025, they were still trading at the lowest intraday since July on the day these comments were aired. During the day, investors trimmed their risk exposure on the back of rising treasury yields and concerns about the broader economy. Cramer’s previous comments about Microsoft Corporation (NASDAQ:MSFT) have warned that the firm, along with NVIDIA, might be accounting for a large amount of index concentration. This time, he discussed why the shares were trading lower and the firm’s cloud computing business:

“[On lowest intra day since July] Well Microsoft, that’s another one like Zscaler, if you see that one bounce because they had a perfect quarter. We all believe that, look, I wanna say that Amazon can catch up. Amazon Web Service is much bigger than Azure, but I recognize that people think that they’re going the wrong way.”

Microsoft Corporation (MSFT) Was Weighed Down Due To Software Industry Woes, Says JIm Cramer

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Previously, Cramer discussed Microsoft Corporation (NASDAQ:MSFT)’s recent share price performance:

“So let’s do this. Let’s go over from best and not best because I refuse to call any of these the worst. I want to start with Microsoft because this one has become completely sainted. Microsoft’s doing incredibly well in every single phase of its business. The basic enterprise software product is the strongest I’ve seen it since, almost since it started. It’s aided by rapid adoption of Copilot, Microsoft’s AI product.

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 have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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