We recently published Top 10 Stocks to Watch as Analysts Predict AI-Led Bull Market to Continue. Microsoft Corporation (NASDAQ:MSFT) is one of the most active stocks to watch.
Brad Gerstner, founder and CEO of Altimeter Capital, said in a recent interview on CNBC that Microsoft is “misunderstood” when it comes to the benefits it gets from AI.
“We’re investors in Microsoft Corp (NASDAQ:MSFT) and SoftBank partly for that reason. That’s fine. I think Microsoft Corp (NASDAQ:MSFT) in particular hasn’t really understood how much they’re benefiting from the present moment. I’m going to have Satya on the BG2 module coming up and we’ll explore that in depth. But one of the things I would say about that is that I think there’s still a underestimation of the massive development that is occurring. If you think that’s going to happen, then SoftBank and Microsoft Corp (NASDAQ:MSFT) will continue to be big winners with those tailwinds.”
MSFT is up 25% so far this year.
Photo of Microsoft Edge on Unsplash
Middle Coast Investing stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Letter to investors for the third quarter of 2025:
“Big tech companies are involved in and obviously affected by AI. We own Amazon (AMZN), Apple (AAPL) and a small position in Microsoft Corporation (NASDAQ:MSFT); Of them, Microsoft has been seen as a winner due to its partnership with OpenAI. But in reality, the story seems to be that Microsoft’s Azure is gaining ground on Amazon’s Web Services. “AI is the source of demand that drives continued growth.”
While we recognize the potential of MSFT as an investment, our conviction lies in the belief that some AI stocks have more promise to generate higher returns and have limited downside risk. If you’re looking for an extremely cheap AI stock that’s also one of the biggest beneficiaries of Trump’s tariffs and offshoring, check out our free report on the best short-term AI stock.
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Disclosure: None. This article was originally published in Internal jumpsuit.