Cramer's second winner was Microsoft, which beat Wall Street's second-quarter earnings expectations thanks to its gaming, personal computer, standard operating systems and LinkedIn businesses. "But the star of the show was Azure, Microsoft's cloud business," he said. "While it's tough playing catch-up to Amazon, this company has totally reinvented itself. Not too long ago everyone presumed Microsoft's best days were behind it. Nope, not anymore." CNBC reported on Sunday that Microsoft's cloud is becoming more competitive with leading players like Amazon and Alphabet, according to recent data.