Jim Cramer Highlights Microsoft Amid Positive Market Sentiment

New York, NY – Jim Cramer expressed optimism for major tech stocks, including Microsoft Corporation, during a recent broadcast on CNBC. The discussion came as the U.S. Treasury Secretary is scheduled to meet China‘s trade negotiator in Switzerland, fueling hope in U.S.-China trade talks.

Cramer stated, “Sometimes you forget why you ever liked something in the first place. Take the super stocks, the hyperscalers, the tech titans—I don’t care whatever you want to call them. These stocks all got lumped together because of their size, and then they lost their juice.” Cramer emphasized the significance of Microsoft’s size, its strategies, and strong financial performance, which are crucial to its resilience in the tech landscape.

The founder of the Big Technology podcast, Alex Kantrowitz, noted that Microsoft’s first-quarter results indicated a stronger economy than anticipated. He compared Microsoft favorably to Amazon, stating, “I think what the Microsoft earnings results underscore is that the economy was actually in quite good shape in Q1.” Kantrowitz highlighted that while AI is not the sole driver of cloud spending, it remains an important factor in Microsoft’s future prospects.

Mar Vista U.S. Quality Select Strategy commented on Microsoft’s performance, revealing strong bookings and a 36% year-over-year growth in remaining performance obligations. The firm noted a healthy cloud revenue growth of 21% year-over-year but cautioned that Microsoft’s Azure revenue growth of 31% was on the lower end of expectations. Despite this, they underscored Microsoft’s critical role in the shift toward digital solutions, citing ongoing demand for AI solutions that enhance productivity and reduce costs.

Overall, Microsoft ranks second among stocks Cramer discussed, with an acknowledgment of the potential of lesser-known AI stocks offering higher returns in the near future. Notably, there’s a proposition of a particular AI stock that has outperformed major players since the beginning of 2025.