By Mwangi Enos
Publication Date: 2026-03-27 22:33:00
Something unusual is happening in the software sector. And investors are starting to notice.
Jim Cramer is flagging an unexpected laggard: Microsoft (MSFT). Despite its dominance as the world’s largest software company by revenue and a leader in cloud and artificial intelligence, the stock has recently struggled to keep pace. Even as the broader software space attempts a rebound.
“Even when the software stocks are running, you can’t keep Microsoft‘s stock from falling,” Cramer said in a tweet, capturing Wall Street’s growing frustration.
According to the Mad Money host, the weakness isn’t about Microsoft’s long-term position. Instead, it reflects massive AI-driven capital spending, which has raised concerns about near-term returns, along with brief fears around intensifying AI competition.
While he remains broadly bullish on the company’s future, he has questioned whether Microsoft’s AI execution is keeping up with peers during the latest earnings…
