Jim Cramer Sees More AI Upside Ahead for Meta, Microsoft and AMD Despite Bubble Fears: ‘They Were Going to Figure Something Out’
Key takeaways
- Cramer backs blue‑chip AI exposure, pointing to Meta’s Muse and Microsoft’s Copilot as key growth catalysts that could lift their valuations.
- META closed at $738.88, down 0.41%
- MSFT closed at $529.30, up 0.78%
- META up +28.49% over six months
What happened
Jim Cramer on CNBC’s Mad Money highlighted that investors can still find upside in AI‑related growth by focusing on blue‑chip tech names such as Meta Platforms (META), Microsoft (MSFT), Advanced Micro Devices (AMD), Intel, Marvell, CrowdStrike and Palo Alto Networks. He praised Meta’s new Muse AI agent and Microsoft’s Copilot as catalysts that could lift their valuations, while noting that the market has already priced in some of the hype.
Why it matters
Cramer’s endorsement signals that even amid concerns about inflated AI valuations, established companies with strong leadership and diversified businesses may still benefit from AI adoption. His comments could influence short‑term sentiment toward these stocks, especially as they have recently posted significant…
Short-term and longer-term
Short-term. Over the next few days, traders should watch for any earnings guidance or product updates from META and MSFT that could confirm the AI upside Cramer cites.
Longer-term. Over the coming months, investors should assess whether the AI initiatives at META and MSFT translate into higher operating margins and revenue growth.