Company
Microsoft
- Episodes
- 53
- Share
- 5.0%
- Shows
- 47
- Net sentiment
- +0.38
Down from 6.0% of episodes in the weeks before; net sentiment was +0.22.
Bullish 17Mixed 13Neutral 19Bearish 4
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Microsoft. Longest episodes first.
Bullish 17
- Faces massive compute demand and must keep investing, though its agent products lag.How AI Could Take Bitcoin to $1 Million | Jordi Visser · What Bitcoin Did · Sep 30
- Pershing bought it at an attractive valuation after the software selloff.Bill Ackman: The Biggest Fight of His Life · Podcast Notes Playlist: Startup · Oct 3
- Bought after a software selloff at what Ackman considers an attractive valuation.Bill Ackman: The Biggest Fight of His Life · The Knowledge Project · Sep 29
- Cited as sold out on Azure capacity, supporting data center demand.Rob Spivey: He Found Six Small Defense Stocks Positioned for the Coming Spending Spree · Stansberry Investor Hour · Sep 29
- Large cloud backlog and capex build-out tied to AI compute demand.The $1 Trillion AI Buildout | State of Markets · The a16z Show · Sep 30
- Best quarter in years, with Copilot success revitalizing its enterprise software business.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
Show 11 moreShow fewer
- Described as back in favor and making money from AI, with Wells Fargo adding it to a list.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
- Heavy call buying and a strong quarter drove options traders toward upside bets.10AM Hour: Contrarian Market Call, Micron Results Preview, New Eli Lilly Weight-Loss Data 9/30/26 · Squawk on the Street · Sep 30
- Fabric, Purview and Fabric IQ are presented as the platform enabling data products and data agents.Data products, data agents and semantic layers: Exploring Microsoft Fabric · Thoughtworks Technology Podcast · Oct 1
- Guest describes Teams, Copilot, Scout and facilitator as central to its agentic strategy.Chandra Chivukula, VP Engineering, Microsoft, On Microsoft Teams as an Agentic Platform · Microsoft Teams Insider · Sep 29
- Copilot is viewed as the most integrated enterprise AI product today.HP President on Replacing Middle Management and Cutting Tickets 40% with AI Agents | Faisal Masud | E314 · The Product Podcast · Sep 30
- Copilot Super App with Autopilot shows large enterprise seat growth, per the discussion.The Real Risks of AI Agents · The AI Daily Brief: Artificial Intelligence News and Analysis · Sep 28
- Partner program and co-sell motions are presented as the path to growth for MSPs.314 – The Brutal Truth: Why Most MSPs Leave Microsoft Money on the Table · Ultimate Partner® · Sep 28
- Cited as a core stock delivering steady gains suited to long-term compounding.¿Cómo funcionan los espejos? Instrumentos Apalancados · Café y Finanzas - By Rancel Solutions · Sep 29
- Joined an effort to share common business definitions across AI and analytics tools.OpenAI, Meta and Microsoft Race to Put AI to Work Inside Your Organization · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 3
- Signed a $9.7B contract with IREN, supporting demand for AI compute.Episode 120 - Microsoft + Nvidia Contracts… So Why Did IREN Collapse? · Personal Finance Cat · Oct 4
- Cited among strong market-cap leaders that have performed well.CNBC Investing Club: Cramer’s Morning Take on Micron 9/30/26 · Squawk on the Street · Sep 30
Bearish 4
- Described as a cash-cow incumbent cutting costs and degrading software quality.Resisting Enshittification w/ Michael from Systems of Human Performance: Ep. 563wsasdaw · The J. Burden Show · Oct 2
- Internal documents call AI training the largest theft of labor in history; executive admitted paywalled content should be licensed.OpenAI is Wreaking Havoc on the World and Telling Us About It Later · Artificial Insanity · Sep 28
- Customers report rising prices, opaque licensing, and Azure capacity shortages, pressuring its enterprise relationships.What Are Microsoft Enterprise Customers Thinking? · The Directions on Microsoft Briefing Podcast · Oct 1
- OpenAI Space targets Microsoft 365 with an AI-native document workspace.The Most Important New AI Tools from OpenAI DevDay · The AI Daily Brief: Artificial Intelligence News and Analysis · Sep 30
Mixed 13
- Copilot sprawl and governance gaps versus strong bundled security tools and Project Perception.The Shift to Cloud-Native Security - Chris Goosen - Cyber Smokehouse - Episode #30 · Cyber Smokehouse · Sep 29
- Among hyperscalers whose heavy AI capex now outruns free cash flow.Michael Hartnett: I coined “Mag7” - Here’s What Ends Their Run · The Master Investor Podcast with Wilfred Frost · Sep 28
- Part of hyperscaler capex driving US nominal growth and data center construction.America’s AI Boom Is Squeezing Main Street | Weekly Roundup · Forward Guidance · Oct 4
- Copilot's SharePoint integration exposed sensitive HR data at a client firm.AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group · Modern Financial Advisor · Oct 1
- Shifting licensing to usage-based billing creates unpredictable costs, though its integrated stack remains attractive.Rich Gibbons Discusses the Real Cost of AI, Copilot Credits and Microsoft Licensing · Mastering Mondays · Oct 4
- Xbox pursuing radical new business models and a PC-like hybrid device, with uncertain reception.Shuhei Yoshida on the future of gaming · The Vergecast · Sep 28
Show 7 moreShow fewer
- Seen as a competitor to Spaces but also a partner distributing OpenAI tools.OpenAI DevDay 2026: Dots, ChatGPT Space, and GPT-6.1 Sol · AI News & Strategy Daily with Nate B. Jones · Oct 3
- Trusted data, Azure and productivity suite help, yet interfaces may lose relevance.How AI agents are changing the way you buy software · AI News & Strategy Daily with Nate B. Jones · Oct 4
- Moved GitHub Copilot and Cowork to credit-based pricing, while offering fine-tuning as a service.Ep 872: AI Cost Control 101: Why Your Chatbot Bill Is Becoming a Board-Level Problem (Start Here Series Vol 31) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 29
- Its Entra and Azure identity products are central, with secret-related design criticized but improving.Your AI Coding Agent Is Creating Secrets You Don’t Know About · Entra.Chat · Oct 2
- Embedding agentic Copilot into Windows drives adoption but invites state legal challenges.[AI DAILY NEWS RUNDOWN] OpenAI B Valuation & GPT-6 Astra, FTC Strict Agent Liability, AMD .2B World Labs, & Google EU Appeal (Sept 30, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 30
- Cited as a company incorporating AI heavily, exposed to bubble risk.Did the Stock Market Already Peak? Watch What Happens Next · Rethinking the Dollar · Sep 30
- Rebuilt Copilot gains reach and bundling but faces unclear limits, metered billing and early-access rollout.Microsoft Gave The Agent A Badge · YPO Technology Network AI Brief · Sep 28
Neutral 19
- Copilot updates add Home, Code and Autopilot features, though the mode choice seems awkward.#243: GPT-6 Sol and Luna, Opus 5.5, the New Microsoft Copilot, Jensen Huang vs. AI Doomers & Introducing AI Score · The Artificial Intelligence Show · Sep 29
- Historically tried to undermine Linux, a precedent speakers compare to current frontier labs' approach.Julie Fredrickson - The Right to Compute: AI Agents, Nuclear Power & Human Data (Ep. 330) · Infinite Loops · Oct 1
- Microsoft is retiring its personal Copilot to focus on platform, code and cloud agent offerings.332 | Bill Gates: “Letting AI Companies Self-Regulate Is Insane", the White House does it Anyway. 20 Announcements on OpenAI Dev Day + Gemini 4, Sonnet 5.5 and Muse for business Launches and More Important AI News for the Week Ending October 2, 2026 · Leveraging AI · Oct 3
- Cited as an example of past antitrust concerns over blocking rival products.Xavier Gabaix on The Shape of Big Things · Scaling Theory · Sep 28
- Named among large companies advancing open-weight models.Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! · Joe Lonsdale: American Optimist · Oct 2
- Former employer where White led product marketing for Office 365 and Azure.Amazon Web Services CMO Julia White, on Why Earnings Calls Are Stories About Demand · Create or Destroy: Reimagining Marketing with Seth Matlins · Sep 29
Show 13 moreShow fewer
- Strong credit used to invest heavily in OpenAI and fund AI buildout.Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild · RiskReversal Pod · Oct 2
- Its CEO was cited as articulating why companies need to own their intelligence.Beyond the God Model | Alex Atallah & Amjad Masad · The a16z Show · Oct 3
- Endorsed pacing and released a code of conduct and kill switches for its AI products.AI Pacing Is So Yesterday: We Need to Treat AI as Critical U.S. Infrastructure · AI to ROI · Oct 1
- Invested billions in OpenAI, linking up to fund expensive AI development.Origins Of Silicon Valley AI -GARY-RIVLIN-AI-VALLEY PART ONE · The John Batchelor Show · Sep 28
- Microsoft reportedly opposed AI systems developing their own unreadable language.The AI warnings are getting louder · Decoder with Nilay Patel · Oct 3
- AI CEO argued today's AIs do not feel or suffer.Walmart Rolls Out Digital Price Tags & Does AI Feel Pain? · Morning Brew Daily · Oct 2
- Compute contract starting November 2026 and a $3.2 billion investment gain.The Anthropic IPO: What the $518 Billion Bill Actually Says · Deep Dive · Oct 3
- Named by Iran as a legitimate military target; hosts discuss its data center footprint.Why Your Cloud Region Is Now a Physical Attack Surface · Blue Security · Sep 29
- Copilot credit pricing and admin controls are the core subject of the discussion.How to Control Microsoft Copilot Credits and Agent Costs · Demystifying Microsoft · Sep 29
- Described as a major partner whose Microsoft 365 platform is driving the agent and data governance need.Safe AI Data Resilience · What's Up with Tech? · Oct 2
- Published the Storm-3168 report detailing the Azure destruction campaign and mitigations.FBI Formally Declares Cyber Security Incident as ShinyHunters Breach Exposes Agent SSNs, Microsoft Details JadePuffer AI-Driven Destruction of Azure Storage in 7 Minutes, Google Warns ShinyHunters Launching PeopleSoft Campaign · CyberHub Podcast · Sep 29
- Sells Microsoft 365 Copilot, integrated into Office apps, and now offers Anthropic models within Copilot.Season 3 Episode 3: Copilot, Claude Teams or ChatGPT: Choosing for a Team · Zero to AI · Sep 29
- Published the report on global AI usage rates, cited as a data source.Passenger Chokes Out Alleged Hijacker; Dems Block Stock Ban Over Voter ID | 10/1/26 FIRST LOOK · The Rubin Report · Oct 1
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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