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Microsoft Corporation (NASDAQ:MSFT<\/b>) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally<\/b>. Cramer highlighted his worries around the stock, as he commented:<\/p>\n Same goes for Amazon, Meta, Google, and Microsoft, which need data centers and can\u2019t stop building them. Today wasn\u2019t a bad showing for Amazon, Meta, and Google, but once again, Microsoft failed badly. I can\u2019t tell you how worried I am about the stock of Microsoft and what it\u2019s up to or not up to. There\u2019s a palpable sense that something\u2019s very wrong there, that it\u2019s lost its way, that Copilot needs to be redone. Now, I don\u2019t want to oversimplify things, but if you work in an office, there\u2019s a fairly good chance that your procurement company gives you a computer that\u2019s loaded with Microsoft product. There\u2019s also a fairly good chance that if you can afford it, when you get home, you got an Apple machine. Now, think about this. The fact that you\u2019re given a machine at the office that\u2019s stuffed with everything Microsoft, that you\u2019re bombarded by Microsoft\u2019s internal and infernal ads, that you\u2019re told endlessly to use Copilot, the full screens pop up to get you to use various Microsoft products, and the stock still can\u2019t go higher.<\/p>\n That\u2019s just incredible. They have the biggest edge imaginable, a totally captive audience thanks to their dominance with Windows. The idea that people would rather pay for their Apple device than use the computer they get for free with all sort of IT help, I find that almost unfathomable. It\u2019s downright painful. I know of no other product with that kind of head start that isn\u2019t the dominant part of your work life. I pay for every service out there except Copilot because I just don\u2019t see the value versus the others. But you know what? That doesn\u2019t mean anything. Here\u2019s what means something. I\u2019m baffled. You know who doesn\u2019t seem to realize that things are awry? Microsoft. There\u2019s not a peep out of them that anything might be wrong. If you listen to management, they still seem to think they\u2019re kings of the world.<\/p>\n Why do I own Microsoft for my Charitable Trust at this point? Because the people who run the company really are smart. They really are serious. Surely, they\u2019re concerned that Copilot may not be the answer. Definitely, they\u2019ve got to understand the things that I\u2019ve said. Do they use Apple at home themselves? Would they lose their job if they did? Either way, I think Microsoft gets its act together, and I am hoping they do\u2026. But the stock in my trust portfolio, it\u2019s own borrowed time, and I\u2019ve done a bad job owning it, and that\u2019s up to me. Like I said yesterday and today with Nike, I screwed up by owning this stock.<\/p>\n<\/blockquote><\/div>\n\n