Jim Cramer Says Microsoft Corporation (MSFT) Is Optimistic About Copilot Adoption

We recently published 14 Latest Stocks on Jim Cramer’s Radar. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed.

Microsoft Corporation (NASDAQ:MSFT) made a splash yesterday after it announced a $17.4 billion deal with AI infrastructure firm Nebius. The announcement also sent Nebius’ shares soaring by a stunning 49% today to indicate the nature of the AI-driven stock market, which sees rapid double-digit gains in key stocks. Cramer discussed Microsoft Corporation (NASDAQ:MSFT)’s deal and commented that it mattered because it addressed key investor concerns about NVIDIA’s orders:

“Well because the principle reason why we think that, the only real reason why right now NVIDIA orders could slow is because the power consumption. So then you have deals like this and that’s addressing the power consumption.

“Then you deal with Co-Pilot. Microsoft says listen it’s being rapidly being used. Bankers used it all the time. Look the only real certainty that we have is that it writes codes. And those people are expensive. So in that sense, it’s a win!”

Cramer previously discussed Microsoft Corporation (NASDAQ:MSFT)’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.”

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.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.