Wedbush's Dan Ives predicts the next $4 trillion market cap stock — one Cramer also likes

It's all aboard for Microsoft investors as the company rides the next train towards another major win

The news Microsoft will be the next megacap to hit a $4 trillion stock market value, according to Wedbush, which predicts it will happen "this summer. " Larger-scale artificial intelligence deals are accelerating, lead analyst Dan Ives wrote in a note to clients Thursday. "Many Microsoft customers [are] now focused on deploying enterprise use cases across a number of verticals with financials, government, and retail standouts," he added

Even with Microsoft s closing Wednesday at a record high of just over $503 each, Ives said the stock "still has yet to price in" the upcoming wave of cloud and artificial intelligence growth and its ability to keep a competitive edge even against other big players Alphabet and fellow name Amazon

He maintained his outperform buy rating on the stock

S of Nvidia, also a major portfolio name and AI leader, did not close there

However, some late-session strength Thursday could give it a shot

As for Microsoft, the Street has dramatically changed its tune ing its stellar earnings beat after the market closed on April 30

The quarter crushed speculation slowing Azure cloud growth and a deceleration in AI

The stock was already swinging higher from its lowest 2025 close on April 8, which happened before President Donald Trump paused his "recical" tariffs

Last week, Microsoft announced its biggest round of layoffs of the year, which should help control costs as the company continues to spend on AI within cloud

Ives pointed out Microsoft's "capex guidance of $80 billion for FY25 and continuing to grow into FY26 as MSFT looks to continue its data center buildouts to keep pace with scaling laws and capitalize on strong demand trajectory. " Bottom line Jim Cramer has been feeling much better Microsoft recently, adding the stock to his acronym, M-N-M ( M & M, get it)

The others are Nvidia and Meta Platforms. (Jim Cramer's Charitable Trust is long MSFT, NVDA, META, AMZN

See here for a full list of the stocks. ) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

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