Company
Microsoft
- Episodes
- 64
- Share
- 6.0%
- Shows
- 61
- Net sentiment
- +0.22
Bullish 20Mixed 20Neutral 15Bearish 9
The episodes that named it
Why each one was bullish, bearish or in between on Microsoft. Longest episodes first.
Bullish 20
- Xbox publishing Physint is seen as a strong move that makes Xbox look better than Sony.380. RTX 6090 Launch Leak, AMD RDNA5 and PS6 Neural Ray Tracing, Nvidia AI Desperation · Broken Silicon · Sep 22
- Enterprise customer base gives strong returns on its cloud AI spending.Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios · RiskReversal Pod · Sep 25
- Guest praises Copilot integration and partner ecosystem, though finds Copilot less useful personally.I Lived Through Y2K. AI Is Bigger. | Ex-Microsoft Leader Carmen Aviles Builds Agents for Businesses · The Intelligence Resources Podcast · Sep 22
- Hyperscaler revenue growth strong; hyperscalers are well positioned in the AI build-out.E434: Warren Gibbon on How AI is Changing the Private Markets · How I Invest with David Weisburd · Sep 25
- Buying 20 years of power from the restarted Three Mile Island Unit 1.The History – and Future – of TMI · Susquehanna Scout · Sep 24
- Copilot and Azure growth with the stock sold off, creating an entry point.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
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- Nadella highlights rapid Copilot enterprise adoption and large agent-driven growth opportunity ahead.Satya Nadella on Microsoft's agent bet and AI’s trust problem · Sources with Alex Heath · Sep 25
- Copilot overhaul combining coding and agents seen as a sensible competitive move.Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26 · CNBC's "Fast Money" · Sep 25
- Revamped Copilot and Azure acceleration seen as driving AI monetization.Closing Bell Overtime: Rising Yields Test the Market 9/25/26 · Closing Bell · Sep 25
- Hyperscaler earnings reaction after reporting was cited as evidence the capex payoff is arriving.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
- Rebuilt Copilot into Home, Code and Autopilot with usage-based billing for agent features.Gen Z Is Dating AI, Microsoft Reinvents Copilot, & the Great Iced Coffee Interview Debate · Future Ready Leadership With Jacob Morgan · Sep 25
- Its Microsoft 365 Copilot licensing and multiple agent-building tools drive enterprise adoption.Building Agents with Andrew Connell · RunAs Radio · Sep 23
- Copilot super app integrates Office, coding and agents into one experience, a strong productivity advantage.#118 - Microsoft Copilot Super App, GPT-6 Sol, Claude Opus 5.5, ChatGPT Ads, AI at UN SC & more · The AI Files · Sep 26
- Integrated ecosystem and control plane expected to inherit security and data controls for AI.Building the Five Foundations of AI Value With Mobile Mentor · Tech Talks Daily · Sep 26
- Shares recovered from around 350 to 500 after a June selloff, showing dips can reverse.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Azure's photonic interconnect pilot cuts data transfer energy use by about 40%.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Shares rose 3.7% on Friday, leading gains among the Magnificent Seven.Markets Struggle To Separate Signal From Noise As Bond Yields Rise Some More… · Digital Finance Analytics (DFA) Blog · Sep 26
- Ran a large creator campaign for Windows 11 that performed as its best campaign to date.Creators That Convert: Four Business Leaders on Driving Full-Funnel Marketing Results · Adspeak · Sep 24
- Its Copilot-linked personal agent Scout is positioned as a major platform for the agent era.How HR 2030's Architecture Works & Amazing World of Personal AI Agents · The Josh Bersin Company · Sep 27
- Signed a 20-year natural gas power supply deal with Chevron for a Texas data center.Inside Chevron’s Massive Bet on AI & Energy | Fortune Daily · Fortune Daily · Sep 24
Bearish 9
- Its retail store copy of Apple's design is cited as having underperformed.Ron Johnson & buying iPhones in Apple Stores on the AppleInsider Podcast · AppleInsider Podcast · Sep 25
- Xbox layoffs and studio consolidation under Activision suggest a troubled gaming strategy.Phones don't have lights · The Vergecast · Sep 25
- Part of the hyperscaler spending wave that speakers see as overextended.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Described as having a long record of security failures on Windows.Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO · Stewart Squared · Sep 24
- Internal executive warnings about data scraping and traffic loss to publishers create legal exposure.[AI WEEKLY RUNDOWN] AI Near-War Conflict, OpenAI’s $278B Cash Burn, & Claude Hacks OpenAI Accounts (Sept 13–20, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 21
- Criticized for using copyrighted content in training and for Copilot not crediting sources.Who Sets AI Safety Rules, Who Owns Training Data, and What Stops Adoption? · Techstrong Gang · Sep 22
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- Copilot repeatedly described as unhelpful and intrusive in Outlook and Word.How Businesses Are Using AI Agents to Save Time, Cut Costs and Create New Opportunities · Real AI Use Cases Business Owners Roundtable · Sep 22
- Windows is losing market share in China as Beijing promotes domestic alternatives.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- September updates broke backups and other features, requiring emergency patches.Amazon Slams the door on Meta's Muse AI Agent · Cybersecurity Today · Sep 23
Mixed 20
- Launching an autopilot agent that could compete with Meta but has strong distribution.4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky · TBPN · Sep 25
- Included among hyperscalers whose spending is scrutinized.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Hosts praise Copilot's agentic capabilities but criticize opaque skills handling and per-task pricing.e254 - Confessions of a Reluctant AI Presentation Designer · The Presentation Podcast · Sep 22
- Photonic interconnects cut inter-GPU power use, though faces damaging copyright litigation disclosures.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Copilot relaunch could monetize its large seat base, but only about 7% of seats pay.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
- Hyperscaler funding builds from free cash flow and likely to weather a downturn.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
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- A GitHub Copilot desktop app is well received, but its super app has not launched yet.Ep 869: AI SuperApps: Why Every Company is Racing to Create One and What They are (Start Here Series Vol 28) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 24
- Historic example of a licensing business defended by lobbying against open-source competition.The Ed Sheeranisation of Irish Economic Policy · The David McWilliams Podcast · Sep 22
- Its bond spread widened versus the AAA peer group, hinting at AI-related borrowing risk.Canaries in the Treasury Coal Mine with Bill Dudley & Jonathan Payne | Markus Academy | 167-2 · Markus' Academy · Sep 23
- Launching an autopilot agent that could reach consumers, though enthusiasm is uncertain.Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN · TBPN · Sep 25
- Copilot partnership gives OpenAI enterprise reach, though the relationship will diminish over time.The OpenAI IPO? · The Enterprise AI Show · Sep 27
- Bundling AI into core licenses cuts price but creates overlapping tools for customers.Cheaper AI Models Are Here: Can Enterprises Keep Up With AI’s Release Cycle? · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Sep 26
- Copilot's WorkIQ and tenant access drive opportunity but expose oversharing and governance risks.313 – Missing the Copilot Boom? How Top MSPs Are Monetizing AI Now · Ultimate Partner® · Sep 21
- Improving since August but still lagging the broader market.The AI Economy: Separating Fact From Hype · What's Next For Markets · Sep 27
- Part of hyperscaler group with enormous capex needing future returns.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Financial arrangements with OpenAI could be reconsidered if AGI is reached.AGI Will Not Be A Chatbot - Autonomy, Acceleration, and Arguments Behind the Scenes · AI Explained · Sep 23
- Copilot delivers strong value in Teams but underperforms in Excel and original drafting, with security caveats.Season 3 Episode 2: The Microsoft Copilot Landscape, Honestly · Zero to AI · Sep 25
- Preserved right to appeal Virginia large-load transmission cost order; formal appeal deadline in November.NWPPA Morning Brief - Monday, September 21, 2026 · NWPPA Morning Brief · Sep 21
- Named as an investor in AI companies that are increasingly too big to fail.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
- Dropped the Copilot Plus PC branding while launching a new Copilot app.Microsoft Kills Copilot+ PCs, Meta's VR Glasses and Muse Charm, Google Tests Gemini Phone Calls + more! · TechLinked · Sep 26
Neutral 15
- Cited as an example of past software layers creating large value, and hyperscalers as slower to adapt.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast with Matt Turck · Sep 24
- Cited as an example of software layers accruing value in past platform eras.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast · Sep 24
- Mentioned as the prior episode's subject, Copilot for PowerPoint, and as the Office ecosystem context.Claude Slides & Gemini: Gamechangers? · Next Slide Please · Sep 25
- Discussed as the platform vendor whose Copilot, SharePoint, Purview and Agent 365 products are the subject.Microsoft 365 Copilot Without the Hype: Adoption, Governance & Getting Your Tenant Ready with Paul Keijzers [MVP] · M365.FM a Microsoft MVP Podcast by Mirko Peters · Sep 24
- Hosts only describe Microsoft 365 feature rollouts; no investment view is expressed.FOLLOW-UP Teams chats. Restrict Copilot’s creativity in PowerPoint. | Ep 440 · 365 Message Center Show #365MCS · Sep 21
- Expected to roll out vertical prepackaged agents comparable to Anthropic's offerings.Ep 866: Build, Buy, Partner, or Wait: The 4-Layer AI Stack Decision Framework for 2026 (Start Here Series, Vol 25) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 21
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- Key partner via Azure Blob Storage and Microsoft 365 integrations like Purview and SharePoint.Episode 437: Nasuni and AI-Ready Unstructured Data with Nick Burling · Microsoft Cloud IT Pro Podcast · Sep 24
- Speaker's former employer where VS Code and GitHub Copilot ownership culture was developed.Keep a friction log and read a sales book - product ownership with Joyce Er · Become an Epic Product Engineer · Sep 23
- Discussed for its monthly Patch Tuesday security updates.Cybersecurity News: PaperCut Breach, AGI Hype and Patch Tuesday · The Audit - Cybersecurity Podcast · Sep 21
- The researcher works there and has access to security models.Scott & Mark Learn To... Fool's Gold · Scott & Mark Learn To... · Sep 23
- Its threat hunting team alerted the FBI to the intrusion at the Littleton utility.Cybersecurity Threats Facing Utilities | OAS Episode 270 · NCSL Podcasts · Sep 27
- Early career employer where speaker learned enterprise product management.What a CPBO Learned Building a Personal Fleet of AI Agents · Product Talk · Sep 21
- Not a focus of the discussion.CIO Fixed Income Roundtable Podcast Series · UBS On-Air: Market Moves · Sep 21
- Used as a historical example of learning to find and fix software bugs at scale.AI Safety Language Is Destroying the Debate | Steven Sinofsky · The a16z Show · Sep 21
- Visited by the fund team to learn about engineering and automation practices.Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech · In Good Company with Nicolai Tangen · Sep 25
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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