Jim Cramer says a Microsoft-OpenAI merger could lift MSFT by 200 points
As seen on the 24/7 Wall St. homepage on July 10, 2026.
Cramer floats a full merger as the path to unlock meaningful stock gains for Microsoft amid friction with its AI partner.
It is such a shame that Microsoft's relationship with OpenAI is so strained. The way that MSFT gets its stock up more than 200 points is to merge with them paid for by a giant equity and debt deal. The real price of OpenAI will start to go down if they don't get a deal done.
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Jim Cramer posted on X that the strained relationship between Microsoft and OpenAI is costing MSFT shareholders a significant opportunity. In his view, the clearest path to getting the stock up more than 200 points is a full merger financed through a large equity and debt deal — not incremental partnership tweaks or licensing arrangements.
The comment cuts to a tension that has been building between the two companies: the closer the partnership, the higher the stakes if it unravels. Cramer's framing suggests the current middle ground — close enough to be consequential, not close enough to be decisive — is the worst outcome for Microsoft's valuation.
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He added a pointed warning about OpenAI's side of the ledger as well, arguing that the real price of OpenAI will start to decline if a deal does not get done. That puts pressure on both parties: Microsoft risks leaving a massive stock catalyst on the table, while OpenAI risks seeing its negotiating leverage erode the longer talks remain unresolved.
Mentioned: MSFT