The piece references product/AI announcements at the Build conference (potentially supportive for the narrative) but is primarily portfolio/media commentary rather than a direct, measurable earnings or guidance catalyst; impact is likely modest.
Microsoft (MSFT) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio Ramish Cheema Mon, June 8, 2026 at 1:07 PM GMT+2 2 min read MSFT Microsoft Corporation (NASDAQ:MSFT) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy . Technology giant Microsoft Corporation (NASDAQ:MSFT) is perhaps one of the weakest performers in Fisher Investments’ portfolio. The shares are down by 7.
8% over the past year and by 9. 7% year-to-date. The firm has been in the news lately following its latest Build conference.
The event saw Microsoft Corporation (NASDAQ:MSFT) make a host of crucial announcements, which covered sectors such as quantum computing, artificial intelligence, and agentic computing. On the quantum computing front, the firm announced its Majorana 2 chip, which claims to make qubits a thousand times more reliable compared to its predecessor. It also announced Microsoft Scout, a new personal AI system and Project Solara, a platform for agentic computing.
Microsoft Corporation (NASDAQ:MSFT)’s shares trade at a forward P/E multiple of 19. 46, which is significantly lower than the market’s 27. 66 due to the weakness in the shares in 2026.
Microsoft (MSFT) Is A Top AI Stock In Billionaire Ken Fisher's Portfolio Roman Pyshchyk/Shutterstock. c. om One of Microsoft Corporation (NASDAQ:MSFT)’s biggest critics in 2026 has been CNBC’s Jim Cramer.
In an appearance on Mad Money on May 5th, he remarked: “It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, losers or at least their stocks… Microsoft appears stuck with old software that has fallen out of favor with the market. And Meta doesn’t have a cloud business to help offset the losses from the myriad AI initiatives away from Facebook, Instagram, and WhatsApp. Really smart Ray-Bans, I love them, I love them, don’t get me wrong, aren’t going to bring the profits, a cloud business would for the quizzical Meta.
Even as sales from traditional businesses were spectacular this quarter, nobody cared. ” While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None. Follow Insider Monkey on Google News .
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