Jim Cramer About Microsoft (MSFT) Bull Comments: 'He's Been Dead Right'

We recently published 10 Stocks Everyone’s Talking About As AI Investments Continue. Microsoft Corp (NASDAQ:MSFT) is one of the stocks analysts were recently talking about.

Jim Cramer recently talked about a bullish note on Microsoft Corp (NASDAQ:MSFT) from Melius Research head of tech strategy Ben Reitzes. Cramer said that Reitzes has been “dead right” in the past.

Reitzes said in his latest comments on CNBC that Microsoft Corp (NASDAQ:MSFT) stock can grow faster than Google, and the company has a strong quarter coming up and an event in November where it is expected to talk about AI agents. The analyst said the stock “deserves a premium.”

Columbia Threadneedle Global Technology Growth Strategy stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its second quarter 2025 investor letter:

“Tech titan Microsoft Corporation (NASDAQ:MSFT) reported quarterly results that surprised to the upside, especially as compared with results reported by cloud-computing peers, and its shares surged over 30% during the period. Also during the quarter, the company unveiled several AI improvements that were well-received by the developer community, especially due to its continued partnership with AI pioneer OpenAI. With a strong presence across all layers of the compute stack, including applications, platform and infrastructure, the largest software company in the world is well positioned to capitalize on a number of compelling trends related to AI, cloud computing and enterprise productivity.”

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