GoKawiilJim Cramer backs Meta and Microsoft as top AI investment picks
On CNBC's Mad Money, Jim Cramer said established tech giants like Meta and Microsoft remain among the best ways to invest in AI, citing their management and multiple revenue avenues. He noted his CNBC Investing Club holds both stocks, pointing to Meta's Muse monetization plans and Microsoft's Copilot and Azure growth as reasons for confidence, with Microsoft shares recovering from a 52-week low of $350 to around $529. Cramer also mentioned AMD and Intel as semiconductor plays worth watching.
GoKawiil's interpretation of the reporting above, not reported fact.
Cramer's remarks come amid broader market debate over whether AI valuations are overstretched, echoing dotcom-era comparisons; his endorsement suggests he views leadership quality and diversified revenue streams as a hedge against that risk. His framing implies confidence that incumbents, rather than speculative pure-plays, are better positioned to weather any AI valuation correction. Because Cramer's Investing Club holds these stocks, his commentary may also reflect a vested interest in their continued performance.
- Cramer favors blue-chip AI plays like Meta and Microsoft over riskier pure-play bets.
- Microsoft shares rebounded from a 52-week low of $350 to about $529 on Azure and Copilot strength.
- Cramer also flagged AMD and Intel as semiconductor companies tied to the AI trade.
Source: cnbc.com — Alexa Lomonaco, 2026-10-06
Published there as: “Cramer says these blue-chip stocks are among the best ways to invest in the AI boom”
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