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Cramer: Investors' selling Microsoft stock to fund flashier AI picks won't last forever

Cnbc · · 850 words · By Natasha Abellard
AI Market Volatility Stock Analysis Enterprise Software Disruption
open_in_new Read the original article: https://www.cnbc.com/2026/05/06/cramer-investors-selling-microsoft-stock-to-fund…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 70% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

16 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 6
schedule Pending 6
check_circle Corroborated 3
help Insufficient Evidence 1
info
“Microsoft's 14.5% year-to-date decline”
SINGLE SOURCE
The provided web search results for Yahoo Finance, Nasdaq, and TradingView are generic landing pages for stock quotes and do not contain the specific percentage decline mentioned in the claim.
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web search NEUTRAL — Find the latest Microsoft Corporation (MSFT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MSFT/
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web search NEUTRAL — Discover real-time Microsoft Corporation Common Stock (MSFT) stock prices, quotes, historical data, news, and Insights for informed trading and investment decisions.
https://www.nasdaq.com/market-activity/stocks/msft
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web search NEUTRAL — Следите за графиком Microsoft Corporation, чтобы быть в курсе цены акций. Вы также найдёте прогнозы, отчётность MSFT и новости рынка.
https://ru.tradingview.com/symbols/NASDAQ-MSFT/
info
“Microsoft's Productivity and Business Processes unit did show a better-than-expected 16% revenue increase to $35.01 billion.”
SINGLE SOURCE
One source mentions a revenue of $33.1 billion for the Productivity and Business Processes unit, which contradicts the $35.01 billion figure in the claim. Other sources are generic earnings reports without specific figures for this unit.
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web search NEUTRAL — Microsoft отчиталась за четвёртый квартал и весь финансовый 2025 год.Ещё $33,1 млрд за квартал и $120,8 млрд за год принесло подразделение Productivity and Business Processes.
https://vc.ru/money/2131287-otchet-microsoft-2025-vyruchka-2…
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web search NEUTRAL — Microsoft's fiscal first quarter earnings beat Wall Street expectation on both the top and bottom lines.Finally, Microsoft's More Personal Computing unit, which includes its Windows, Surface PC, and X…
https://www.businessinsider.com/microsoft-earnings-q1-fy18-2…
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web search NEUTRAL — Microsoft Layoffs: The world's largest technology company, Microsoft, is laying off 3% of its total workforce. As many as 6,000 employees are being fired. This was shocking when Microsoft's third quar…
https://www.goodreturns.in/news/microsoft-layoffs-2025-6000-…
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“Intelligent Cloud was a close second, with a quarterly revenue beat of $34.68 billion”
SINGLE SOURCE
The search results mention Intelligent Cloud thriving and general revenue growth, but none of the provided sources confirm the specific quarterly revenue figure of $34.68 billion.
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web search NEUTRAL — Financials - Quarterly Results | Robinhood.
https://investors.robinhood.com/financials/quarterly-results
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web search NEUTRAL — Key Points. Microsoft's Intelligent Cloud unit has been thriving thanks to AI.But Microsoft flies in the face of this assumption. In the third quarter (ended March 31), Microsoft's revenue rose 17%, a…
https://www.fool.com/investing/2024/05/10/why-isnt-microsoft…
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web search NEUTRAL — Google Cloud third-quarter revenue rose 22.5 per cent to $8.41 billion, the slowest growth since at least the first quarter of 2021. The cloud unit reported an operating income of $266 million, compar…
https://ca.nda.news/google-stock-st_148379/news/google-paren…
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“Azure, the No. 2 cloud behind Amazon Web Services (AWS) and Alphabet 's Google Cloud.”
CORROBORATED
Multiple independent sources confirm that AWS is the largest cloud provider, followed by Microsoft Azure, and then Google Cloud.
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web search NEUTRAL — With giants like Microsoft Azure, Amazon Cloud Services, and Google Cloud competing for your attention, choosing the right cloud platform can seem like a difficult maze to navigate. This article is yo…
https://www.hys-enterprise.com/blog/a-journey-through-the-cl…
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web search NEUTRAL — Today, Amazon Web Services (AWS) is the world’s largest cloud computing service provider, servicing 32% of the global cloud infrastructure market. The nearest competitor is Microsoft Azure, with aroun…
https://clockwise.software/blog/amazon-web-services-introduc…
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web search NEUTRAL — Driving Cost Efficiency & Cloud ROI On Microsoft Azure. Microsoft Azure’s technical depth, industry adoption, advanced security, and broad service portfolio have quickly made it a competitive option i…
https://turbo360.com/blog/azure-statistics
info
“The Club still has a hold-equivalent 2 rating on Microsoft stock and a $500 per share price target.”
SINGLE SOURCE
The claim is explicitly mentioned in one search result from 'Livdose' regarding Jim Cramer's Club, but no other independent sources confirm this specific rating and price target.
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web search NEUTRAL — The Club still has a hold-equivalent 2 rating on Microsoft stock and a $500 per share price target.
https://livdose.com/cramer-investors-selling-microsoft-stock…
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web search NEUTRAL — 6. Raymond James upped its price target on Ulta Beauty to $580 from $500 and reiterated its buy-equivalent outperform rating. Analysts argued that “unleashed” turnaround initiatives are starting to ta…
https://world-economist.com/10-things-to-watch-in-the-stock-…
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web search NEUTRAL — The CNBC Investing Club offers exclusive stock picks and real-time trade alerts led by Jim Cramer, aimed at helping investors build wealth. Membership includes access to Jim Cramer’s Charitable Trust …
https://www.wallstreetsurvivor.com/cnbc-investing-club-worth…
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“Goldman has a buy rating on Microsoft stock and a price target of $610.”
SINGLE SOURCE
While one source confirms Goldman Sachs has a 'Buy' rating on Microsoft, none of the provided sources mention the specific price target of $610.
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web search NEUTRAL — Goldman Sachs is one of the largest investment banks in the world by revenue and is ranked 32nd on the Fortune 500 list of the largest United States corporations by total revenue.
https://en.wikipedia.org/wiki/Goldman_Sachs
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web search NEUTRAL — Goldman Sachs is taking note. The firm’s analysts are recommending both Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) as Mag 7 stocks to buy after the earnings releases.
https://www.tipranks.com/news/microsoft-and-meta-goldman-sac…
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web search NEUTRAL — Goldman Sachs rating: Buy, 12-month price target $400. Alphabet stock price at note date: $339.32, implying 17.9% upside to the target. Alphabet market cap: $4.1 trillion, according to Alphabet IR. Go…
https://www.thestreet.com/investing/stocks/goldman-sachs-has…
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“now have over 20 million Microsoft 365 Copilot paid seats.”
CORROBORATED
Three independent sources confirm that Microsoft 365 Copilot has surpassed 20 million paid enterprise seats.
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web search NEUTRAL — Microsoft said Microsoft 365 Copilot has surpassed 20 million paid enterprise seats. It paired that with several supporting indicators: seat adds increased 250% year over year, the number of customers…
https://almcorp.com/blog/microsoft-copilot-20-million-paid-u…
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web search NEUTRAL — 01Microsoft 365 Copilot now has more than 20 million paid enterprise seats, CEO Satya Nadella said on Wednesday's earnings call. 02Accenture signed for over 740,000 Copilot seats — Microsoft's largest…
https://www.aichatdaily.com/ai-business/microsoft-copilot-20…
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web search NEUTRAL — Microsoft 365 Copilot surpasses 20 million paid enterprise seats, with Accenture, Bayer, and others leading adoption.
https://windowsnews.ai/article/microsoft-365-copilot-hits-20…
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“The number of customers with over 50,000 seats quadrupled year-over-year”
SINGLE SOURCE
The claim that customers with over 50,000 seats quadrupled is mentioned in one specific source ('Microsoft Copilot Reaches 20 Million Paid Users'), but the other sources mentioning the 20M seats do not explicitly repeat this specific growth metric.
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web search NEUTRAL — The number system that results depends on what base is used for the digits: any base is possible, but a prime number base provides the best mathematical properties.
https://en.wikipedia.org/wiki/Number
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web search NEUTRAL — The meaning of NUMBER is a sum of units : total. How to use number in a sentence. Amount vs. Number: Usage Guide
https://www.merriam-webster.com/dictionary/number
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web search NEUTRAL — Number, any of the positive or negative integers or any of the set of all real or complex numbers, the latter containing all numbers of the form a + bi, where a and b are real numbers and i denotes th…
https://www.britannica.com/science/number-mathematics
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“Accenture now has over 740,000 seats”
CORROBORATED
Although the 'Evidence for claim 8' section says no evidence found, the 'Evidence for claim 6' section contains a search result from AI Chat Daily explicitly stating 'Accenture signed for over 740,000 Copilot seats'. This is also supported by the Windows News result mentioning Accenture leading adoption.
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“Bayer, Johnson & Johnson , Mercedes, and Roche all committed to 90,000 or more seats”
INSUFFICIENT EVIDENCE
While one source mentions Bayer leading adoption, there is no specific evidence in the provided results confirming that Bayer, J&J, Mercedes, and Roche each committed to 90,000 or more seats.
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“Microsoft projected cloud growth between 39% and 40%”
PENDING
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“Microsoft's roughly $190 billion guide”
PENDING
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“Jim did not recommend Microsoft as a buying opportunity when it slid 4% last Thursday”
PENDING
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“Jim Cramer's Charitable Trust is long AMZN, GOOGL, META, JNJ, and MSFT.”
PENDING
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“Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”
PENDING
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“If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.