By Natasha Abellard
Publication Date: 2026-05-06 18:44:00
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks. Jim Cramer says this dynamic won’t last forever. “I still own it for the Trust,” Jim said on CNBC on Wednesday, referring to his Charitable Trust , which is the portfolio used by the Investing Club. Jim’s reason to keep the Microsoft position: “I just don’t think that they’re going to sit there and let this happen.” Microsoft has become what Jim calls a “real source of funds,” meaning a stock that portfolio managers and investors are selling to raise the funds to buy other stocks tied to the AI data center boom, which are perceived to offer greater upside. “[Microsoft] has so much that can be considered compute AI, but it has a whole other line of business that people just think is going to be disrupted so aggressively [by AI],” Jim said. That “other line of business,” and a major driver of the stock’s 14.5% year-to-date decline, is Microsoft’s exposure to enterprise software. The…