Company
Microsoft
- Episodes
- 86
- Share
- 8.7%
- Shows
- 79
- Net sentiment
- +0.20
Up from 5.5% of episodes in the weeks before; net sentiment was +0.29.
Bullish 23Mixed 26Neutral 26Bearish 11
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Microsoft. Longest episodes first.
Bullish 23
- Copilot integration across Office and agent products positions it well for enterprise adoption.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Audio) · Oct 5
- New Copilot pricing for work done and its enterprise data moat seen as strengths.The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price · The Six Five with Patrick Moorhead and Daniel Newman · Oct 5
- Ives sees Azure accelerating and potential incremental AI revenue not yet in estimates.Closing Bell 10/7/26 · Closing Bell · Oct 7
- Panelist sees a transformative OpenAI renegotiation and Copilot improvements as undervalued.The Rally and Rising Rate Risk 10/8/26 · Halftime Report · Oct 8
- Committing tens of billions to data center buildout, fueling AI infrastructure demand.BONUS EPISODE: Is Nvidia a bubble? · How We Got Here with Chris Kohler · Oct 5
- Speakers see its end-to-end hybrid stack and governance tools as strengthening enterprise AI positioning and recurring licensing.the localhost:0007 | ai goes to work · the localhost · Oct 11
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- Copilot and Azure AI growth have lifted the stock, and Cramer expects more upside.Mad Money w/ Jim Cramer 10/6/26 · Mad Money w/ Jim Cramer · Oct 6
- Cited among hyperscalers whose strong credit supports large AI infrastructure bond issuance.Myers on Turning Compute Into an Asset Class · Tech Disruptors · Oct 8
- Released its own agent offering with usage-based billing, moving toward parity with rivals.Ep55 Frontier Models Now a Commodity? | OpenAI | Anthropic | Microsoft | Apple | GrokBot | Meta Muse · AI Outcomes · Oct 11
- Broke out to new highs as part of the mega-cap leadership.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- Azure growth accelerating and Copilot adoption expected to improve; shares up strongly over three months.Stocks Hit Record Highs: Your Next Move 10/6/26 · Halftime Report · Oct 6
- Ackman owns it and sees a strong AI demand opportunity at an attractive price.Bill Ackman: AI Is a ‘Nuclear Weapon’, And Why Big Tech Still Looks Cheap · The Modern Investor · Oct 6
- AAA credit rating makes its compute contracts strong collateral for neocloud lenders.NEOCLOUDS EXPLAINED: Your ULTIMATE Guide to AI’s Least Understood Business · The Wall Street Skinny · Oct 11
- Operates a large hyperscale footprint and is building enterprise AI platforms and infrastructure.AI Factories - Who Will Power the Intelligence Revolution? · The ZMI Podcasts · Oct 6
- Surface Laptop Ultra with a $1,000 trade-in aggressively targets Mac users.Apple Reverses Steve Jobs Touchscreen Ban · Elon Musk Podcast · Oct 11
- Host cites a historically low forward P/E for a wide-moat business.The AI Bubble Is Popping · The Joseph Carlson Show · Oct 8
- Agreed with Constellation to restart the Three Mile Island reactor for power.The Era of Nuclear-Powered Data Centers Is Approaching · Cool Vector · Oct 8
- Rolling out Copilot agents, Code, Autopilot and governance tools across Microsoft 365.Copilot Is Learning to Do the Work. Is Your Business Ready? · The Digital Transformation Playbook · Oct 8
- Ives rates Microsoft outperform with a $650 price target.Daniel Ives is Back on the Apple Beat - MOSK: 10.08.2026 · Mac OS Ken · Oct 8
- Its GitHub Copilot and new Bing were cited as early examples of the copilot shift.A Look Back: The 2023 AI Forecast for Banking · Banking Transformed with Jim Marous · Oct 9
- Rallied $7.65 on the day with large call volume.The Hot Options Report: 10-05-2026 · The Options Insider Radio Network · Oct 6
- Expanding Copilot into an infrastructure layer for enterprise workflows strengthens its platform position.Episode 483: Microsoft's Infinite SaaS Factory, SpaceX's $8B Wireless Bet, and OpenAI's Safety Reckoning · BrianBot Broadcast · Oct 9
- Host is adding it as a leader propping up the market and an AI toll taker.The Big Long: Michael Burry, Treasury Yields, and Small Caps · Room to Run · Oct 11
Bearish 11
- HoloLens exited the enterprise market, leaving a gap in industrial AR.The Truth-Teller of Near-Eye Displays and Semiconductor Pioneer Karl Guttag - Ep 19 · Rays and Waves · Oct 6
- Accused of laying off American workers while obtaining many H-1B visas, drawing government action.Fort Hood Death Penalty, Porsche’s 20% Price Hike & Vance Bans Microsoft's Visas | PBD Podcast #870 · PBD Podcast · Oct 9
- Suspended from H-1B sponsorship program over alleged visa fraud and layoffs of American workers.VP Vance says Microsoft can no longer bring in foreign workers on H-1B visas | NYC Mayor Mandani asked about being booed at Oct. 7th attack anniversary vigil · Washington Today · Oct 8
- Lowered its projected internal Claude spend by over a third in favor of homegrown tools.Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI · Big Technology Podcast · Oct 9
- Named among firms made ineligible to sponsor H-1B workers for green cards, seen as politically motivated.8: Trump's Huge Problem: Voters Don't Buy His Economic Spin (w/JVL) · Receipts with Catherine Rampell · Oct 9
- Suspended from a visa sponsorship program over alleged abuse and recent layoffs.White House vs. Microsoft, AI fighter jets, and a visit to a startup founder's Seattle recording studio · GeekWire · Oct 10
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- Absent from the accord and its OpenAI partnership has loosened, weakening its AI position.From AI to Super Intelligence: Trump's new American AI Agenda · In Focus by The Hindu · Oct 7
- Suleyman's stance against AI personhood is criticized as a poor position for Microsoft.We Are Enslaving Claude - Moonshots 8 Oct 2026 · ASI pill · Oct 8
- Losing money on AI services despite heavy capex spending.Big Tech CEOs fear AI bubble could pop soon: US govt is protecting them · Geopolitical Economy Report · Oct 5
- Cutting margins on low-end licenses and limiting Copilot incentives to larger 50-plus user clients.Can Employers Require Employees to Use AI Tools Like Copilot in the Workplace? · SMB Community Podcast · Oct 8
- Down about 2% on reports tied to AI revenue expectations.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
Mixed 26
- Mustafa Suleyman's essay against AI personhood is seen as a possible business misstep.Why Altman Says "Accept Some Bad Things Happening" and What It Means for AI Safety | MOONSHOTS #301 · Moonshots with Peter Diamandis · Oct 7
- Ships AI-forward laptops but Copilot is widely mocked.The AI is in the computer · The Vergecast · Oct 9
- Launching new Surface hardware and Windows updates, but high prices and past branding missteps weigh on it.What to expect at Microsoft's October 7 event · The Windows Central Podcast · Oct 6
- Its guarantees for neocloud capacity expand access to capital without direct balance sheet use.Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos · SemiAnalysis Weekly · Oct 9
- Its Copilot product was shut down, showing enterprise AI harder than expected.Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI · Prof G Markets · Oct 9
- Xbox film and TV division aims ambitiously high, but hosts doubt it can replicate Minecraft's success.Sony Sells VR Patents to META · Game Mess Mornings · Oct 8
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- Ambitious Windows AI push, but hosts see vague timelines and a shaky Surface website.Microsoft's Hybrid AI Windows Event and the Surface Laptop Ultra · Double Tap · Oct 8
- Large AI spender relying on debt and off-balance sheet financing.Is it Time to Buy Bonds? - Why 5% Treasury Yields Aren't Scary, the Hyperscaler Debt Binge and the Bank of England's QT U-Turn with Marcus Ashworth · Hypernormal Investing: Growing Capital & Protecting Wealth Amid Radical Uncertainty · Oct 7
- Largest corporate buyer of removal credits; reported purchase pause, but emissions rose 25% from data centers.Gautam Jain and Ned Shell on the Promise of Carbon Credit Markets · Columbia Energy Exchange · Oct 6
- Investor in OpenAI and a holding Max still likes despite the headline risk.Oil Spike, The Technical Take, and Oppormunities 10/8/26 · The Exchange · Oct 8
- Copilot adoption is still early despite a large Office user base.Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar · RiskReversal Pod · Oct 9
- Model-neutral Copilot approach may make usage stickier, but capex returns remain unproven.Closing Bell 10/9/26 · Closing Bell · Oct 9
- Large AI spender whose emissions rose substantially, straining its net zero commitments.Systems Rewritten: AI · The Next Five · Oct 6
- Copilot is called a default but less capable option; costly licenses often go unused.Determining the Right Investment in Employee AI Training with Paul Baier · GSD Venture Studios Podcasts by Gary Fowler · Oct 8
- Released a decision model post-trained on Qwen, raising questions about its own model strategy.Microsoft's New AI Is Secretly Qwen · Stacked Podcast · Oct 11
- Among hyperscalers borrowing heavily to fund AI data center spending.The French Bond Market Is on Fire · Patrick Boyle On Finance · Oct 11
- Major hyperscaler issuing large debt amounts for AI infrastructure.What to Make of Rising Bond Yields? · The Dividend Cafe · Oct 9
- Smaller Anthropic commitments provide revenue but add counterparty risk.Anthropic AI IPO Shows $518 Billion in Non-Cancellable Deals - AI Bubble Is HUGE · Eli the Computer Guy · Oct 7
- Major OpenAI stake and nuclear power deal, though its partnership draws antitrust scrutiny.The Trillion Dollar AI Infrastructure Race · Chat GPT Podcast · Oct 10
- Bing AI is described as having had an early lead that was not capitalized on fast enough.Google Strikes Back (The AI Wars) · ColdFusion · Oct 8
- Launched a decision model and dropped NDAs in data center deals amid community backlash.The Stack — October 10, 2026 · The Stack · Oct 10
- Shifting Copilot to default usage billing to drive consumption and upsell, raising customer cost uncertainty.Usage-Based AI Pricing: Why MSPs Must Own Consumption Records Before Renewals · Business of Tech: Daily 10-Minute IT Services Insights · Oct 6
- Building gas-powered Texas data center and redesigning Copilot, but pulled back some Windows features.Episode 485: The AI Debt Reckoning, Microsoft's Product Layer, and the Infrastructure Strain · BrianBot Broadcast · Oct 11
- Strong score and uptrend, but tech sector has weakened over the past week.10 Breakout Stocks to Watch Before Chasing AMD Next Week · How to Trade Stocks and Options Podcast with OVTLYR Live · Oct 10
- Named as a cloud landlord and investor with about $31B in commitments tied to the same loop.Anthropic's IPO Leak & the $518 Billion Rent Bill · Generative AI 101 · Oct 5
- Cut Claude spending in favor of GitHub Copilot and in-house tools, shifting costs.Microsoft and Meta Just Cut Claude Use Before Anthropic’s IPO · Startup Hakk · Oct 6
Neutral 26
- Discussed mainly as a historical example of a young founder outmaneuvering IBM.RWH073: Unstoppable w/ Sir Michael Moritz · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 11
- Made an early billion-dollar bet on OpenAI after a skeptical start on chatbots.The Bitter Rivalries Behind the Race to Build Superintelligence · Plain English with Derek Thompson · Oct 6
- Cited as a creditworthy buyer of compute capacity from neoclouds.Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou · Empire · Oct 5
- Launched a unified Copilot super app aimed mainly at enterprise customers.Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse? · Big Technology Podcast · Oct 5
- Its Copilot integration approach is compared favorably to Apple's scattered Siri placement.535: Next-Gen Siri: Disappointingly Not the Chatbot We Wanted · Merge Conflict · Oct 5
- Smith discusses the company's AI safety commitments, data centre pledges and visa hiring defence.Microsoft President: Britain Should Write World's AI Rules · Big Boss Interview · Oct 11
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- Mentioned among stocks being tokenized on Solana.Satoshi (AI) + Blockchain DXB 🔴 09th Oct 🔴 🟠 US govt moved $1B worth BTC 🟢 Tether.io Partners With Kazakhstan 🏦 Securitize Tokenizes Major Stocks 🔴 ESMA Tightens MiCA Rules · Blockchain DXB · Oct 9
- Discussed as a safer enterprise AI vendor than Anthropic in a boardroom context.9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · Squawk on the Street · Oct 5
- Copilot licenses are provided to employees as an approved AI tool.Brendan Lloyd, CTO – Glenmede (EP.85) · Investment Management Operations · Oct 6
- Cited as a transparent example in communicating water use to a community in Wisconsin.The truth about data center water usage · Catalyst with Shayle Kann · Oct 8
- Announced opening Windows to rival AI agents, focusing on AI ecosystem strategy.Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26 · The Exchange · Oct 7
- Copilot and Microsoft 365 are the main tools used in the workshops.Learning AI by Doing, Not Watching, with Ben Schorr · Lawyerist Podcast · Oct 8
- Windows Start menu search is criticized as weak; Microsoft is referenced but no investment view is given.Scott & Mark Learn To... SemanticStart · Scott & Mark Learn To... · Oct 7
- Trimmed Claude spending by about a third by shifting to OpenAI and internal models.Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat · The Information's TITV · Oct 6
- Cited as spending more on AI than it generates in operating cash flow.The $10 trillion question: Financing the AI buildout · Brookings Podcast on Economic Activity · Oct 8
- Earlier announced a similar move to stop using NDAs in data center deals.Amazon drops data center NDAs, and AI agents want your credit card · Equity · Oct 9
- Azure is the client's environment and is compared against Cloudflare for the same problem.Cloudflare Edge Workers with Bob Fornal · RunAs Radio · Oct 7
- Guest's current employer, where he helps customers solve problems with AI.Rising Above AI Doomerism: Front-Line Tech Lessons on Career Resilience in the AI Age · Future-Focused with Christopher Lind · Oct 5
- Mentioned as a hyperscaler whose spending is rising faster than its cash flow.The Lab Data Proves the Intelligence Explosion Is a Myth | Ramez Naam · MTS · Oct 10
- Subject of the entire episode, reviewing product rollouts and retirements without financial analysis.#101 What’s new in Microsoft 365 and Copilot - September 2026 · What's New in Microsoft 365 and Copilot? A Super Simple 365 Podcast. · Oct 7
- Invested billions in OpenAI and gained access to its models.The Man Behind ChatGPT (Sam Altman) · ColdFusion · Oct 10
- Named as a hyperscaler borrowing heavily to fund AI infrastructure.Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold · Felix Nikolas Prehn's Podcast · Oct 11
- Mentioned as a partner whose negotiations influenced the OpenAI split.How Anthropic Schismed From OpenAI | Kevin Roose · MTS · Oct 7
- Launched its Hyderabad India South Central cloud region after multi-year planning.Alibaba expands in Seoul. GDS targets 1GW. CoreWeave lands in Indonesia. · Data Centre News Asia · Oct 7
- Nadella's containment framework and Windows agent sandboxing are discussed factually.Ep. 102 — Would you hand an AI agent your credit card? Twenty pounds of chicken wings, dueling privacy promises, and Nadella's emergency brake · Daily Prompt with Archer and Iris — Daily AI News · Oct 11
- Launching Copilot with deeper file access in new Windows and laptop hardware.SpaceX Seeks $40B in Nvidia Chip Debt, OpenAI Safety Lead Quits Calling Culture Broken, AI Watermarks Fall Apart After 25% Word Swap + 7 More · The AI Edition · Oct 8
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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