Company
Microsoft
- Episodes
- 77
- Share
- 7.5%
- Shows
- 75
- Net sentiment
- +0.27
Up from 6.6% of episodes in the weeks before; net sentiment was +0.25.
Bullish 18Mixed 26Neutral 28Bearish 5
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Microsoft. Longest episodes first.
Bullish 18
- Cited as a creditworthy customer that backs neocloud contracts.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In with Chamath, Jason, Sacks & Friedberg · Oct 17
- Recovered sharply from a 36% drawdown and is in a strong bull trend.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Windows agent governance and local AI routing with NVIDIA position it well for enterprise AI.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Host holds a large position up about 40% since July but is considering taking profits.Paul Tudor Jones Sees IPO Lockups Threatening 2027 Stocks · The Modern Market Show · Oct 14
- Maia 300 is positioned to lower cost per token and scale to multi-gigawatt deployments from 2027.AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300 · Semi Doped · Oct 15
- Describes its Frontier Company and AI tooling for financial services transformation and governance.Show 328: Sibos 2026 Part 3: AI Governance, Resilience & Human Judgement · the c-suite podcast · Oct 12
Show 12 moreShow fewer
- Its earnings call addressed capex well and was rewarded, setting the tone for Amazon.How to Spot the Next Big Trade Before Wall Street | Chris Camillo · The Pomp Podcast · Oct 12
- Autopilot and Copilot are presented as major new features, with responsive product development.Lewis Thompson Discusses The Future Of AI With Microsoft Copilot Autopilot · Mastering Mondays · Oct 18
- Model-agnostic Copilot and Maia 300 chip drove a strong rebound in shares.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Presented as continuously expanding Copilot capabilities, connectors, agents, and admin controls across its products.Microsoft 365 Copilot Newsroom - September 2026 · Valorem Voices - The Business Transformation Podcast · Oct 15
- Host added it to portfolio on strong enterprise AI positioning via Azure and Copilot.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Pioneered environmental justice components in clean power purchase agreements.Powering AI With Clean Energy feat. Michael Pariser ’12 · Owl Have You Know · Oct 14
- MAI-2 base model and frontier tuning could strengthen its enterprise position against rivals.The Most Important AI News This Week Is Getting Overlooked · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 16
- Its AI system reportedly helped find cancer-treatment candidates in pancreatic cancer research.Everything Is AI Slop Now, Claude Found Hidden DNA, and Anthropic Built an AI Biology Lab · They Might Be Self-Aware: AI News & Culture · Oct 13
- Maia 300 chip aims to cut inference costs and reduce dependence on outside GPUs.Has AI Cooked Gaming? · Tech Brew Ride Home · Oct 12
- Described as a platform incumbent with entrenched software and hardware reach.The Federal Reserve Is Screwed - Robert Kientz · Kerry Lutz's--Financial Survival Network · Oct 17
- Cited as a dominant platform with entrenched market position.The Federal Reserve Is Screwed - Robert Kientz - #6428 · Financial Survival Network · Oct 16
- Cited as a potential beneficiary of rotation toward enterprise software.AI's New Bottleneck: Can the Boom Afford to Keep Growing? · Financial Sense Newshour · Oct 16
Bearish 5
- Named as under investigation for H-1B visa use alongside layoffs of American workers.Episode 3: The Government Proved AI Can't Be Secured. An Owl Was Hidden in 10,000 Numbers. · The Dr. Josh C. Simmons Show · Oct 16
- Its Sydney chatbot fiasco and fractured OpenAI relationship have left it an afterthought.AI Leaders Can't Get Along. So How Will They Keep Us Safe? — With Kevin Roose · Big Technology Podcast · Oct 14
- Executives reportedly worry about OpenAI's exclusivity conflicts and view Altman's legacy skeptically.Rewind: Ronan Farrow on Sam Altman’s ‘unconstrained’ relationship with the truth · Decoder with Nilay Patel · Oct 12
- Described as having become less relevant after heavy reliance on OpenAI.Episode #111: Anthropic's IPO Comes With an Existential Risk Warning · Stewart Squared · Oct 15
- Faces federal scrutiny over its use of the PERM visa program, which listeners say disadvantages US workers.Amazon’s new AI wearable, Booking's return to Expedia's backyard, and LinkedIn’s not-so-Seattle startup list · GeekWire · Oct 17
Mixed 26
- Agent 365 and Copilot for Legal expand enterprise offerings while CEO pushes strong safety protocols.336 | “Software Is Over” - 1 guy rebuilt Adobe and Office in 2 weeks 🤯 , A spy hid a mic in toilet paper at OpenAI, 2 New Frontier Models Released, and more important AI news for the week ending October 16, 2026 · Leveraging AI · Oct 17
- Signed a 20-year nuclear contract to restart Three Mile Island, a notable clean-power commitment.Green Bonds, Gray Areas: How Do AI Data Centers Fit in a Sustainable & Responsible Portfolio? | Megatrends | Romina Reversi, Crédit Agricole & Steve Liberatore, Nuveen · SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing · Oct 14
- Mentioned as a disruptor that pressured MicroStrategy's business model.Jordi Visser: Why the AI Economy Needs Crypto Rails · Less Noise, More Signal · Oct 14
- Strong core business but poor data center returns could hurt it.The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · Monetary Matters with Jack Farley · Oct 14
- Windows and Azure business tied to OpenAI cloud models, with less incentive than Perplexity to solve orchestration.Perplexity CEO: SMBs Could Drive the Next Economic Boom · Sourcery · Oct 12
- CEO's stated plan to avoid overbuilding was discussed skeptically; the company is a major hyperscaler spender.Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed · Prof G Markets · Oct 16
Show 20 moreShow fewer
- Brad Smith discussed as president; praises UK regulators but calls for stronger AI safety rules.Brad Smith - Microsoft President · Wake Up to Money · Oct 12
- Copilot improved via Claude integration but usage and satisfaction remain uneven.Microsoft Pays Anthropic to Fix Copilot, Meta Returns to the Frontier, & Courts Put a Price on Your Content | 156 · Sidecar Sync · Oct 15
- Large unsecured bond issuer with still strong balance sheet metrics.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Maya 300 could cut inference costs but requires scaling manufacturing and deployment.IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market · Blockspace: AI News · Oct 12
- Its bonds traded tighter than Treasuries, and its management is seen as more stable than government.Austan Goolsbee is worried about AI inflation · Compound Interest from Semafor Business · Oct 13
- Recovered from a sharp drop on Copilot uptake, though its AAA rating anchors bond spreads.AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · CNBC's "Fast Money" · Oct 14
- Maya chips and Copilot push offer upside but face intensifying competition in software.How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora · The Information's TITV · Oct 12
- Large capex and debt needs, though it is a dominant hyperscaler within a concentrated market.Is AI One Big Circular Deal? Inside the $3.6 Trillion Web | Stock Club 332 · Stock Club · Oct 15
- Leaders call for AI safety controls; earlier quarter results lifted investor confidence.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Unveiled third-gen Maya AI chips to reduce reliance on Nvidia while still using Nvidia and AMD.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- Licensing changes and new credit-based pricing confuse customers and raise costs.This Company Thought They Had 200 Agents. They Had 3,000. · Ragnar365 Nuggets: Microsoft 365 AI-powered Workplace · Oct 17
- Forward PE 27.5 is moderate, but price-to-sales of 12.1 remains elevated.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- Brad Smith called for AI safety rules, seen as signaling foresight on regulation.The Department of Know: Hacked fridges, hiring humans to fix Mythos bugs, targeted ad spyware · Cybersecurity Headlines · Oct 16
- Named among hyperscalers with large AI-related obligations, though not seen as default risk.Talk Your Book: Will AI Debt Cause a Recession? · Animal Spirits · Oct 12
- Large cash flow mostly spent on data center capacity.Data Centers Earn, Washington Doesn't · Telltales · Oct 14
- CEO called for containment and emergency brake; also a large patch release.Frontier AI Expands, Microsoft CEO Urges ‘Emergency Brake' as Anthropic Signals Self-Replication · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 17
- Issued a record 1,416 patches but accidentally disclosed OpenAI's confidential model technique.OpenAI's Office Was Bugged · Tech Brew Ride Home · Oct 14
- Green card program suspended and regulatory fight, though it reports hiring many American workers.Microsoft’s president warns the White House · The Decoded Podcast · Oct 15
- Future cloud backlog depends partly on AI model makers; spending expectations are high.Monday - October 12, 2026 · The Dividend Cafe · Oct 12
- In-house models could lower costs and protect margins, but pricing shifts add customer budget uncertainty.1: The Economics Behind Microsoft’s MAI Models · The Copilot Briefing · Oct 12
Neutral 28
- Named as a large customer whose credit backs data center contracts.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In Podcast · Oct 17
- Discontinued Publisher and is building Azure data centers in Europe with capacity constraints.375: AWS Finally Automates the Blame Game · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Oct 15
- Mentioned as having announced a competing decision category product.“95% Einstein, 5% Mr. Bean”: Jev’s Creator on Why AI Can’t Automate Anything Reliably (Diogo Almeida) · The MAD Podcast · Oct 15
- Cited as one of few top-10 S&P companies that has stayed there over a decade.The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen? · Excess Returns · Oct 18
- Mentioned as one of the stocks rising modestly on the day.The Option Block 1507: Walking the Razor's Edge of a Solar Storm · The Options Insider Radio Network · Oct 12
- President Brad Smith urged governments to act quickly on AI safety standards.Apple 'i' order · Wake Up to Money · Oct 16
Show 22 moreShow fewer
- CEO's emergency-break call drew attention in the AI safety debate.Power Lunch 10/12/26 · Power Lunch · Oct 12
- Guest's former employer where he worked on IoT, AI and Azure Digital Twins.Turning Building Data Into Better Decisions With Willow · Tech Talks Daily · Oct 15
- Why AI Adoption Fails Even When You Have the Right Tools with Rob Collie · Using AI at Work: AI in the Workplace & Generative AI for Business Leaders · Oct 12
- CEO Satya Nadella called for AI systems with pause and shutdown controls.Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- Mentioned in passing as a hyperscaler alternative to the Internet Computer.A Cloud Nobody Owns: Sovereign Infrastructure for the Agent Era with Dominic Williams · The Enterprise AI Show · Oct 12
- CEO Nadella called for emergency brake controls on AI systems.Rising Oil Tensions, AI Agent Oversharing 10/12/26 · Squawk Pod · Oct 12
- Hosts walk through its product retirements, feature updates and security changes without investment framing.364 - Microsoft Tech Updates · Ctrl+Alt+Azure · Oct 14
- Mentioned as an example of software that follows instructions and stays controlled.Gary Marcus: Anthropic’s IPO, the AI Panic, and “Security Theatre” · The Paikin Podcast · Oct 13
- Part of the hyperscaler group building out AI computing platforms.Episode 013. Bubble Talk: Tulips to Tech · Rational Dissent · Oct 16
- Hyperscaler capex spender; mentioned as part of the AI spending group.How should I be positioned? with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO) · UBS On-Air: Market Moves · Oct 14
- Its M365 suite, Loop, Teams, and Copilot naming are the central subject of the discussion.Choosing Tools in M365 with Joy Apple · RunAs Radio · Oct 14
- Copilot is integrated into the Office suite used by the tax team.AI in the Tax Department: More or Less Sleep for Accountants? · Tax Intelligence by TaxOps · Oct 16
- Released Decision 1, a fast low-cost scoring model for agent routing and verification.AMD Helion, Cloudflare Absorbs Deno & $40B Deepfakes | Tech Field Day News Rundown: October 14, 2026 · Tech Field Day News Rundown · Oct 14
- Xbox Labs initiative to rethink gaming business models under Microsoft ownership.OpenAI Bugging Incident, Are Your Devices Listening? Xbox Launches Remix Lab | Diet TBPN · TBPN · Oct 15
- CEO Satya Nadella called for emergency brakes and model oversight mechanisms.AI Labs Warn Race Makes Breach ‘Inevitable’ · AI Explained Official Podcast · Oct 12
- Open-sourced pathology model is a research tool, not a clinical product.[SPECIAL EDITION] AI vs. Cancer & Incurable Disease: What Google, Anthropic, OpenAI, Microsoft & Isomorphic Have Actually Proven (Oct 13, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 14
- Mentioned as a company Buffett has not owned, used to illustrate defensive investing.THE MOST IMPORTANT THING SUMMARY (BY HOWARD MARKS) · The Swedish Investor · Oct 17
- Named as an infrastructure partner for AIQ deployments.AI beyond the hype: Can it make energy operations more resilient? · Energy Gang · Oct 15
- Its Co-Pilot tool was mentioned as used by a student for book selection.Staff picks: Canada pivots from U.S., kids use AI for counselling, a big glut of donated clothes, and more · Your World Tonight · Oct 12
- Guest's employer, describing its AI-driven security products and threat disruption work.How is Singapore going to use AI to fight AI? #SGToday · CNA938 Rewind · Oct 14
- Launched its Maia 300 inference chip and is weighing Claude against OpenAI.Oct 13: Meta's Muse Wonder and Anthropic's AI Worm Warning · Valley Morning Briefing · Oct 13
- Could join the frontier list given hyperscale backing and access to OpenAI IP.Meta shakes up the frontiers, open and closed · Interconnects · Oct 17
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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