Company
Microsoft
- Episodes
- 74
- Share
- 7.9%
- Shows
- 68
- Net sentiment
- +0.36
Up from 6.8% of episodes in the weeks before; net sentiment was +0.26.
Bullish 22Mixed 16Neutral 30Bearish 6
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Microsoft. Longest episodes first.
Bullish 22
- Named as a hyperscaler preferred for favorable risk-reward on AI compute.Hedge Fund Manager David Orr: Investing is 99% Talent · Odds on Open · Oct 22
- Described as well positioned for the AI era with useful, scalable tools.Exit interview: Microsoft’s comms chief on CEOs, reporters, what he got wrong, and stories that stuck · GeekWire · Oct 24
- Strong leadership has produced market outperformance over recent years.Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · Excess Returns · Oct 21
- Maia 300 could improve margins, and it funds growth from operations without equity or heavy debt.Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 19
- Strong free cash flow lets it keep funding AI infrastructure.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
- Azure surpassing $100 billion in cloud revenue lifted grid stocks sharply.Neil Winward, AI and the potential bubbles impact on Consumers and Investors · Energy News Beat Podcast · Oct 21
Show 16 moreShow fewer
- Diversified revenue, cloud growth and free cash flow discipline make it a favourite.the call: Thursday 22 October · The Call from ausbiz · Oct 22
- Cited as a core AI revenue holder with free cash flow that never turns negative.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Speakers say most businesses run on Microsoft, which offers security, guardrails and flexibility to host other models.EP52 - I'm Training AI to Replace My Own Business · Impact of AI:Explored · Oct 20
- Benefits from hosting models and monetizing AI through Office and GitHub Copilot.How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky · Barron's Live · Oct 19
- Host favors Copilot as an integrated business platform with built-in security and compliance.Episode 372 - Orchestration · CIAOPS - Need to Know podcasts · Oct 24
- Cited with about $80 billion in Azure demand it cannot yet fill due to power limits.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Strong business, seen as a buy on pullbacks, with ability to cut capex.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Seen as likely enterprise AI winner through its installed software base.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
- Azure acceleration and strong enterprise positioning expected to support growth.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Holding above the 10-week line with cash flow seen as comforting heading into earnings.Mixed Signals With Big Earnings Due; CrowdStrike, Ethos, CSX, Microsoft In Focus · Stock Market Today With IBD · Oct 23
- Embedding AI across Windows Photos and other products to broaden its AI capability layer.AI Moves Into the Real World · AI Daily · Oct 19
- Used as the central example of a company transforming itself with AI and building a growth culture.Microsoft Work Transformation Leader on Turning Uncertainty into Opportunity · The TrustMakers · Oct 21
- Disciplined AI build-out funded from cash flow; guest targets about $600 a share.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
- Rolling out execution container controls to monitor agents running on employee laptops.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
- Maia 300 chip delivers about 40% more tokens per megawatt and will power all its AI features.AI’s Growing Pains · This Week in AI · Oct 23
- Highly profitable and highly diversified, moving up the ranking.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
Bearish 6
- Exited a liquid cooled data center deal after coolant leaks, signaling build-out difficulty.Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304 · Moonshots with Peter Diamandis · Oct 21
- Xbox lost focus and may be spun off or sold, per reporting.TNW 460: iPhone Duo: A Week Later - Apple's Big $2000 Mobile Bet · Tech News Weekly (Audio) · Oct 22
- Withdrew from Nscale UK project, leaving funding gap.Neocloud Nscale's IPO in Jeopardy After Microsoft Pulls Out · Nobody Special Finance · Oct 19
- Claims power shortages yet reportedly holds unused power capacity, suggesting low utilization.Leaked Amazon document reveal they have too many GPUs | Ed Zitron · The Tech Report · Oct 22
- Gears of War E-Day reportedly cost over $500M with weak early sales, questioning Xbox strategy.Nvidia Accused of Causing the Graphics Card Shortage - Inside Games Roundup · Inside Games News and Podcasts · Oct 24
- Withdrew as main tenant of Nscale's UK data center, a setback for that AI infrastructure project.Oct 19: OpenAI's agents break in again; Claude solves the NSA curve mystery · Valley Morning Briefing · Oct 19
Mixed 16
- Gates cites Microsoft's stance against treating models as alive and its blog warning frontier models cannot be trusted.Bill Gates says to prepare for 20 years of ‘tumultuous’ AI disruption · Decoder with Nilay Patel · Oct 22
- Dominant in European cloud with lock-in via pricing bundles, yet adhering to EU standards.Episode 595: The Silent Disco · Software Defined Talk · Oct 23
- Reliant on OpenAI technology while building out large data center capacity.Hyperscale: Paris Marx on the Ambition and Excess of Big Tech’s Data Empires · Keen On America · Oct 20
- Launches local AI, containment and decision models while its tooling still feels fragmented.Containing agents, fridge hacks, and decision models · Cloudy with a Chance of Insights | A Microsoft Cloud (Azure, M365) Show for Architects & Engineers · Oct 19
- Host says its OpenAI stake could let it absorb IP if OpenAI fails.Is the AI Doom Talk a PSYOP?? · Digital Dopamine · Oct 21
- Praised for model choice and Foundry routing potential, but criticized for enterprise gating and past missteps.Microsoft AI, model routing, and the move toward portable workflows · The Intelligence Age · Oct 19
Show 10 moreShow fewer
- Heavy AI capex funded partly by debt, though highly profitable and creditworthy.The AI Story Wall Street Doesn't Want to Hear · Plain English with Derek Thompson · Oct 23
- Simplifying Copilot and launching custom Maia 300 chip, while urging agent containment standards.The Weekly Deep Dive: Smarter Software Agents And The End Of Chat Boxes · The RAIZOR Report: Your Weekly AI News Update · Oct 19
- Record patch release and Outlook blocks help security, but OneDrive cuts and update bugs upset users.Microsoft Patches 1,411 Flaws, OpenAI Agents Attach Wikipedia & Cyberattacks Hit Supermarkets · 5bytespodcast · Oct 19
- Disciplined spending and trust-focused positioning praised, but cautious waiting may cede frontier ground.Satya Nadella on chasing frontier labs, “SI,” & succession at Microsoft · Future Proof from Semafor Technology · Oct 21
- Major tenant of data centers, with debt markets noting its backing of QTS bonds.Who Really Pays for AI Data Centers? · Patrick Boyle On Finance · Oct 25
- Copilot licenses are costly and deliver value only when processes and permissions are properly managed.Measuring the Business Value of Copilot · The Copilot Briefing · Oct 20
- Reported about $80B in unfulfilled Azure orders due to power shortages, but open source poses pricing risk.Investors Shoot for the Moon · Motley Fool Hidden Gems Investing · Oct 19
- Xbox is a third-largest revenue unit but struggling, with possible sale or restructuring ahead.Inside Asha Sharma's Overhaul of Xbox | Fortune Daily · Fortune Daily · Oct 22
- Shipped an unpredictable chatbot in Bing amid competition with Google, showing alignment failures.#499 — The Birth of AGI · Making Sense with Sam Harris · Oct 20
- Valuation has recovered from a depressed level but is not seen as overheated.The AI Bubble Isn't Where You Think It Is · Prof G Markets · Oct 24
Neutral 30
- Discussed as provider of Azure IoT Operations and Microsoft Fabric as manufacturing data platforms.MQTT and OPC UA in Microsoft Manufacturing: Azure IoT Operations + Fabric Architecture · M365.FM | Microsoft 365, Azure Cloud, Power Platform & AI · Oct 21
- CEO Nadella said AI agents should be treated as insider threats.AI WORMS!? Microsoft CEO Says AI Agents Should be viewed as Insider Threats & AWS Data Centers in Indiana County? · Bourbon with Brad · Oct 19
- Pulled out of an Ensemble data center deal in the UK, signaling capacity and power issues.The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force · The Information's TITV · Oct 19
- Mentioned as the largest S&P 100 stock at the 2000 tech peak as a historical comparison.David Rosenberg: Bubbles, Bonds, and Boomers · Insight is Capital™ Podcast · Oct 23
- Opted out of third-party tokenization of its stock under the SEC innovation exemption.Bitcoin's Biggest ETF Just Took In $665 MILLION. So Who's Still Selling? | Alex Thorn · The Wolf Of All Streets · Oct 20
- Azure grew 42% and is cited as a main rival in cloud.Google’s Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity’s “Black October” · Big Technology Podcast · Oct 23
Show 24 moreShow fewer
- Its confusing tiers of Copilot licensing left a client unaware of which features they actually had.The Future of AI Employment is Revealed · The Daily AI Show · Oct 19
- CEO Satya Nadella's pay package falls about 6%, with Xbox revenue below target.Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow · The Information's TITV · Oct 22
- Reported to have caught a Chinese state-aligned agent exploiting the vulnerabilities.The Chopping Block: Black October, Banks Blocking AI Agents, Hyperliquid's Blockchain-Not-Bitcoin Moment, and the Visa-Fireblocks Rumor · Unchained · Oct 24
- Reportedly opted out of tokenized stock listings on the new venue.Bitcoin Was Recovering. Then Wall Street's AI Problem Hit. | Carlos Domingo · The Wolf Of All Streets · Oct 22
- Usage-based billing becomes default for new Copilot business licenses, adding variable cost.WNiCF -September 2026 - News · What's new in Cloud FinOps? · Oct 21
- Collaborated with Blykalla on using AI tools to help document reactor design and approval work.Nuclear's Next Leap: Liquid Lead, Small Reactors, and Energy Abundance | Jacob Stedman, Blykalla · Green Giants: Titans of Clean Energy Podcast · Oct 23
- Named as a partner in the Responsible AI Foundation launched in Abu Dhabi.Predictive care for energy workers: Can AI improve safety without compromising privacy? · Energy Gang · Oct 22
- Word and Excel file rendering are cited as hard formats to handle.The Missing Infrastructure for AI Agents: Documents | Reducto’s Adit Abraham · The a16z Show · Oct 21
- Host tracks its enterprise moves but is not playing in its ecosystem.How I'm Actually Using AI Right Now (Including Claude Duet) · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 25
- Canceled a UK data center contract over grid delays rather than weak demand.The AI Wealth Problem · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 19
- Reportedly evaluated DeepSeek for cheaper Copilot model routing, unconfirmed.Ep 886: The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You (Replay) · Everyday AI Podcast – An AI and ChatGPT Podcast · Oct 21
- Copilot is cited as a corporate AI tool with work and web toggles.Advisor advantage: Leveraging AI effectively (Part 1) – Jonathan Milne · FidelityConnects · Oct 19
- Deep integration partner; its Outlook, Excel and Teams products host DealCloud workflows.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators · Oct 22
- DealCloud integrates deeply with Microsoft cloud and Office products used by its clients.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators – Inside the Institutional Investment Industry · Oct 22
- CEO quoted saying responsibility for model outcomes cannot be outsourced.Crossing the T's and Dotting the I's - An IFS Unleashed 2026 Recap · UNSCRIPTED · Oct 22
- Mentioned as the guest's former employer in data and AI leadership.You Don't Have an AI Problem. You Have a Tech Problem. · Tim Stating the Obvious · Oct 22
- Hyperscaler mentioned as well positioned amid AI spending; no specific call.Why Buffett Would Be Short the “AI Horses” Right Now · The Acquirers Podcast · Oct 24
- Named by the IRGC as a potential target, mentioned without investing implications.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Guest's former employer, where Copilot customer feedback shaped her views on measuring ROI.Proving AI ROI in Pharma Marketing - with Kellen Winters of Novartis · The AI in Business Podcast · Oct 20
- Maker of SharePoint, Copilot and Purview whose features are the subject of the episode.Episode 147 – Enhance Restricted Content Discovery Update · Microsoft 365 Voice · Oct 23
- Its Copilot, Power Platform, Azure AI Foundry and Purview products are used as examples of platforms to govern.Microsoft AI Center of Excellence - Simply Explained · M365.FM | Microsoft 365, Azure Cloud, Power Platform & AI · Oct 23
- Panelist's employer; discussed for sourcing back-end substrates, assembly and test for custom silicon.Supply Chain Shortages Driven By Growth in the AI Era · 3D InCites Podcast · Oct 19
- Treats agents as insiders with dynamic permissions and conditional access.AI Agents for MSPs: Decide What the Agent May Do First · Business of Tech: Daily MSP News & IT Services Analysis · Oct 23
- Major cloud provider with compute agreements with Anthropic.Anthropic’s Draft IPO Filing Shows Red-Hot Growth and Big Risks · WSJ Tech News Briefing · Oct 21
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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