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Microsoft Corp (MSFT US)
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1.0k
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Microsoft Corp
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13 Mar 2024 21:18
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Podcast
Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and Poetry
Satya Nadella discusses the importance of partnerships and innovation in the tech industry, reflecting on past platform shifts and emphasizing the...
In Good Company with Nicolai Tangen
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585 Views
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bullish
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Thematic (Sector/Industry)
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07 May 2026 13:13
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Podcast
In Focus: Equity & Credit Update on AI CapEx
Companies, especially hyperscalers, are expected to increase their CapEx spending by 60 to 70% this year, with estimated growth to reach 1.3 to...
At Any Rate
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303 Views
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bullish
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Thematic (Sector/Industry)
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04 Jun 2025 09:21
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Podcast
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...
The Circuit
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3.6k Views
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bearish
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Thematic (Sector/Industry)
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05 Feb 2025 16:04
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Podcast
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
Microsoft's financial numbers remained steady with a focus on AI investment and potential growth in other areas of the business.
The Circuit
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443 Views
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bullish
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Cross Asset Strategy
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07 Jan 2025 00:00
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Podcast
Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002
The podcast covered the rise of Bitcoin, the importance of the dollar index, predictions for Bitcoin's future, stock picking strategies in a...
William Mann
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159 Views
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