Microsoft Corporation (NASDAQ:MSFT) 's shares have marked a major turnaround in 2026. They are up by more than 20% since late-July following the firm's second quarter earnings on July 29th. The fact that the firm has spent billions of dollars in investments in AI means that Microsoft Corporation (NASDAQ:MSFT)'s narrative is driven by the performance of its AI business. This business is under the Azure platform, and in his morning appearance on September 3rd, Cramer commented on the firm's recent decision to begin reporting its Azure revenue in dollars on a quarterly basis: "We'll get some clarity there. I wouldn't think you would reveal Azure numbers unless you could so that you're really not that dependent on OpenAI.
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