Jim Cramer Notes “Microsoft’s Doing Terribly”

Jim Cramer told viewers he thinks Microsoft is “doing terribly” and urged portfolio changes, recommending selling Microsoft (and SAP) to preserve capital and rotating into healthcare and defense names such as Johnson & Johnson and RTX. He also referenced Amazon and Sony as remaining exposures and suggested adding GE Vernova for data-center exposure. Cramer’s public bearish stance on MSFT and call for sector rotation (tech -> healthcare/defense) could weigh on Microsoft sentiment short-term and prompt some investors to trim tech exposure in favor of perceived defensive or diversified plays.