Jim Cramer Says Microsoft "Requires Mass Spending" to Keep Azure Competitive

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed. Cramer mentioned the company during the episode and stated:

“All these big tech companies live in fear of that. They believe that whoever wins AI could potentially win everything else, too. And if you let OpenAI in with its… balance sheet that you’ve been binged, that’s what’ll happen. You’ll be binged, and you know what happens if you’ve been binged? That’s Microsoft has Bing, and the other guy, Google has Google. Well, it’s going to be like Carrie. We’re all going to laugh at you…

How about Microsoft? When’s this one going to bottom? The stock’s only up about 13% for the year now, but it remains a fixture at the office, jamming Teams down our throats and offering us Copilot when we don’t even need a regular pilot, let alone all the junk they punish us with… Those of us stuck with a PC that’s based on Microsoft instead of the pristine Apple, which has been the case for me for decades, know that the real workhorse here is business-to-business. Microsoft has an unassailable position, but it requires mass spending to keep Azure, the cloud infrastructure business, competitive versus Google and Amazon. These are three of the richest companies in the world, all going after the same piece of the pie. So why not jam the captive audience? We can’t do anything about it, truth, and it’s not just Microsoft.”

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.

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