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What podcasters are saying about Microsoft (MSFT)
Summary
In the past 30 days, 32 speakers on 15 finance podcasts discussed Microsoft (MSFT) in 39 views. Going by each speaker's latest call, 23 are bullish and 4 are bearish. Chorus has followed Microsoft since October 1, 2026.
Who talks about it most
- Bryn Talkington · 3
- Tim Seymour · 3
- Jim Cramer · 2
- Dan Nathan · 2
- Gil Luria · 2
- Jim Lebenthal · 1
- Josh Brown · 1
- Kevin Simpson · 1
- Rob Sechan · 1
- Eric Basmajian · 1
The latest views
Newest first. Every quote is checked against the episode's transcript.
Bryn Talkington · Requisite Capital ManagementBullish
Microsoft's cloud is leveraged to AI with growing numbers; the sell-offs in these stocks are overdone.
Talkington says Microsoft is threading the needle by spending tens of billions while still reporting positive free cash flow, which is what public companies must do. He argues cloud at Amazon, Google and Microsoft remains leveraged to AI and those numbers will keep growing, so the big sell-offs in these stocks are overdone because of skepticism priced in.
“cloud with Microsoft continues to be leveraged to AI, and those numbers are gonna continue to grow. So I think a lot of these big sell offs are overdone.”at 12:30
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Jim Lebenthal · Cerity PartnersBullish
Microsoft's positive free cash flow is the key difference; its debt deal was scooped up, making it a winner.
Lebenthal says Microsoft's cloud and business look much like Alphabet's and AWS's, but its free cash flow is positive. A recent roughly $25 billion debt deal was snapped up quickly, unlike Oracle and Meta debt. He argues positive free cash flow puts a company in the winner's circle while spending continues, which explains the stock's move after the earnings report.
“Free cash flow is positive at Microsoft... that debt got scooped up really quickly to a degree that Oracle and Meta debt is not being scooped up. So that is the big difference, free cash flow positivity.”at 14:53
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Jim Cramer · CNBCBullish
Microsoft's cash-flow-positive discipline and strong Azure and Copilot results make the stock set to soar.
Microsoft reported a strong quarter with Azure cloud growth of 48%, above the expected 45%. Copilot started slowly but is now a fast-growing enterprise AI product that is sticky, unlike consumer businesses. Microsoft kept spending within its means, stayed cash-flow positive, and indicated it will remain so for the rest of the year. The market had punished its conservative style earlier, but that discipline is now rewarded versus Alphabet's heavy spending. Cramer says Microsoft is a buy here after an unnecessary dip and calls it going to be number one. His trust owns the stock.
“Copilot started slow, but it's becoming a screaming success. One of the fastest growing AI products in the enterprise, which is incredibly sticky and not like the physical consumer business.”at 4:36
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/29/26 ·
Tim Seymour · Seymour Asset ManagementBullish
Microsoft is the easiest investment in the group given its valuation, intact core business and Copilot progress.
Seymour says the market is sorting companies by whether their core business is still intact. Companies with core businesses being challenged, like Google, are under pressure. Microsoft is the one he finds the easiest to invest in, given its valuation, its intact core business and what he calls the slow but real progress of Copilot. He argues the earnings season has not settled the question of whether the AI revenue pie is getting bigger for everyone.
“Microsoft seems to me the one that is the easiest invest here given both valuation and the core business and what's truly slowly happening with Copilot.”at 43:46
CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 ·
Rob Sechan · NewEdge WealthBullish
Microsoft is firing on all cylinders: Azure accelerated to 48%, and Office is irreplaceable.
Sechen says there are some questions about earnings quality because part of Microsoft's revenue is tied to OpenAI, which was a bit of an issue. He is not surprised by lighter capex. But he says Microsoft had a very strong operational quarter, with Azure accelerating from 42% to 48%. He calls it a company that can fire on all cylinders. He also says Office has proved irreplaceable and benefits from the ecosystem, positioning it better than Alphabet, which has had search trouble.
“it had a very strong quarter operationally. Azure, 42 to 48%, so accelerating. You know, this is a company that can fire on all cylinders, and it is.”at 18:09
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Josh Brown · Ritholtz Wealth ManagementBullish
Microsoft is reading the room on AI capex by not stacking more spending on top of prior plans.
Brown says Microsoft did the same thing Oracle did by holding spending steady rather than going further out on capex. The capex number was lower than expected because the delivery timing on a data center slipped. Ignoring that noise, he says Microsoft is not adding another large tranche on top of prior commitments, and he credits the company with reading the room.
“Ignoring all that noise, what they're not doing anymore is throw 20,000,000,000 on top of 27. They're reading the room.”at 19:00
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Kevin Simpson · Capital Wealth PlanningBullish
Microsoft's report is strong and Azure is great, but free cash flow fell and expectations are high.
Simpson says the CapEx delay of about $5 billion is not that imperative in the scheme of things, though it sounds like a big number. Free cash flow was down, and he notes that. He says management is saying all the right things and he is thrilled with the report, looking at the Azure number. He adds that Azure growth sets the bar high for what AWS must deliver the next night.
“that CapEx delay was only 5,000,000,000... But free cash flow was down. ... They're saying all the right things, and I'm thrilled with the report.”at 19:52
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Eric Basmajian · EPB ResearchNeutral
Microsoft's voluntary buyouts reflect attrition-driven headcount cuts, not layoffs, which the data won't capture.
Microsoft's buyouts are voluntary, so they would not count as layoffs. Basmajian sees them as a clear example of the broader pattern: companies are right-sizing headcount through voluntary quits, early retirements and not replacing departing staff, rather than through layoffs. That pattern is consistent with a weak hiring market. Because the departures are voluntary and retirement-driven, they do not show up in layoff data, so the headline job-cut numbers understate the change. He is describing the mechanism, not forecasting Microsoft's share price.
“The trend that we're seeing is perfectly encapsulated by Microsoft, which is a lot of voluntary quits, a lot of retirements. None of that gets picked up in layoff data.”at 5:41
The David Lin Report: Microsoft AI Jobs Shock: 60,000 Buyouts, Who's Next? | Eric Basmajian ·
Kai Wu · Sparkline CapitalBearish
Microsoft's capital intensity now rivals utilities and dot-com-peak telecoms, so it is less attractive for investors.
Kai argues that capital-intensive businesses tend to have weaker moats and lower returns on invested capital. Microsoft's capital-to-sales ratio is higher than AT&T's at the height of the dot-com boom and higher than many utilities today, so he says it is turning itself into a utility. Based on the data, he thinks that is not where investors should be putting their money.
“You look at Microsoft and Meta. I mean, their capital to sales is higher than [AT&T] and at the height of the .com boom. It's higher than, you know, many utility firms today.”at 34:15
Excess Returns: The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. Kai Wu on What Else Is Hiding in Your Funds ·
Guy Adami · CNBCBullish
Microsoft's 22 times multiple is not a problem, though expectations are now high.
Investors were very pessimistic about the stock in April, when it traded around $375 and few were calling its potential. That pessimism has now been worked through. At 22 times earnings, the multiple is not a problem given what management is saying. Expectations for the stock were as bad six months ago as they are now great. He is not sure investors can get their arms around the stock at current levels.
“multiple is not a problem 22 times given what we're hearing. I just think now as bad as expectations were six months ago, that's how great expectations are now.”at 14:26
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Dan Nathan · RiskReversal MediaBearish
Microsoft's Copilot seat numbers could disappoint, and the stock could fall in the near future.
Microsoft did not report Copilot seats this quarter after disclosing them for three quarters, and he thinks that number will matter. The stock was trading near 52-week highs. Most analysts have buy ratings of 90% or more on these mega caps, so sentiment is too bullish across the group. If the narrative turns against the mega caps, or if Anthropic does not go well, the stock could fall. He sees real risk in the guidance and in how investors are reacting.
“I would not be surprised if we don't see a disappointment on those copilot numbers, and you'll see Microsoft down at some point in the not so distant future.”at 16:29
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Tim Seymour · Seymour Asset ManagementBullish
Microsoft's Azure beat was far better than expected, so its core business looks sounder than Google's.
Microsoft's sales were weak, with 19% year-over-year revenue growth. But Azure was significantly better than expected, and better even than the whisper number. The question is who has fundamental risk to the core business, and he feels better about Microsoft's core business than Google's. He thinks the report also reflects on Apple. The two stocks that once traded as one trade now look very different.
“Azure was significantly better and significantly better than even a whisper that was better... I feel better about Microsoft's core business.”at 16:57
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Gene Munster · Deepwater Asset ManagementBearish
Microsoft's 17% software growth is remarkable but not sustainable; it is not out of the woods.
Microsoft's software business grew 14% in the June quarter and 17% in the just-reported September quarter, which Munster calls remarkable given that knowledge workers are 'on trial' from AI. Microsoft is offering voluntary early retirement to about a quarter of its workforce, which he reads as management seeing fewer seats needed for knowledge work. He concludes the growth is bucking the trend but does not believe it is sustainable and sees no evidence on the call that Microsoft is out of the woods.
“I don't know if that's sustainable. I do not believe it's sustainable. I do not believe that they're out of the woods.”at 48:59
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Tim Seymour · Seymour Asset ManagementBullish
Microsoft outperformed the software ETF and its multiple is safer than peers'; he sees it as ownable.
Microsoft has outperformed the IGV software ETF, which Seymour takes as a sign its multiple is safer than the scary multiples discussed earlier that night. He also says growth is interesting even relative to Microsoft's own history, and that it beat expectations. He concludes that investors can own it at this level.
“Microsoft has even outperformed that IGV. So I think it's a safer place on multiple. It's not a multiple that's scary like some of ones we've even talked about tonight... I think you can own it here.”at 49:26
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Jim Cramer · CNBCBullish
Microsoft is the best of the hyperscalers, with Azure beating and capex discipline stronger than peers.
Microsoft beat on every line. Total revenue grew 19% and earnings per share rose 32%, beating consensus by 19 cents. Azure grew 48% year over year against an expected 45%, and the AI tailwind keeps improving. Capex came in much lower than Cramer expected, and he says Microsoft shows a degree of spending discipline that sets it apart from other hyperscalers. That discipline is why he thinks Microsoft will be the best of the hyperscalers. He caveats that the stock is not out of the woods until the conference call, focused on capex plans and guidance, ends. He says the results justify the big move the stock made off its June bottom. He owns it for the Charitable Trust.
“Microsoft on the other hand, wow. Great story, beat on every single wide. ... Azure business grew 48% year over year. We were only looking for 45% growth.”at 6:44
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/28/26 ·
Gil Luria · D.A. DavidsonBullish
Microsoft's clean beat-and-raise, with Azure accelerating to 48%, explains the stock's jump and reflects strong fundamentals.
Microsoft beat and raised. Azure grew 48%, up from 43%, on a business of more than $120B, and margins are better than peers' even at that scale. The non-AI business also performed well enough to drive the overall revenue beat, earnings beat and above-expectation guidance. Microsoft is also selling more enterprise, infrastructure and application software and raising Windows and Office tiers, using AI to do so. That clean beat-and-raise is why the stock is up.
“So not only was the Azure business great, it accelerated from 43 to 48%... This is a $120,000,000,000 plus business. Those are tremendous growth rates at better margins.”at 3:04
Prof G Markets: Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech ·
Gil Luria · D.A. DavidsonBullish
Microsoft's neocloud overflow capacity and long-term commitments let it limit capex and stay free-cash-flow positive.
Unlike Amazon, Google and Meta, Microsoft does not need to build all the data center capacity its customers need. It makes long-term commitments to a significant portion of its build, then rents extra compute from neoclouds on short-term contracts when demand exceeds that. This keeps capex lower. Combined with a more profitable core business, Microsoft stays free-cash-flow positive. That means it doesn't have to raise money in capital markets, which Luria says makes it look better to investors. He adds that Microsoft's approach is more responsible even though all the hyperscalers are spending heavily.
“So what Microsoft does slightly different, it's different than Amazon and slightly different than Google, is they've been relying on overflow capacity from Neo Clouds. So they don't need to build all the data center capacity to meet their customer needs.”at 4:14
Prof G Markets: Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech ·
Brent Thill · JefferiesBullish
Microsoft is bullish: Azure and M365 accelerated and enterprise AI deployment is early, so the stock should rise.
Microsoft beat on both lines, with Azure growth accelerating and M365 also accelerating, and capex a little lower while remaining-performance obligations (RPO) rose massively. Thill says the quarter's operating margin is one of the highest the company has posted, even while it spends heavily on AI, and that the company keeps improving margins. He argues the key question is the sustainability of AI demand, but says 'we're really, really early in enterprise AI deployments,' which he thinks bodes well for Microsoft over the next year. He says the stock is still going higher.
“But I think, again, we're really, really early in enterprise AI deployments, and that is... Bodes really well for Microsoft, over the next year.”at 41:25
CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26 ·
Dan IvesBullish
Azure growth must accelerate with a 100-150bp beat; Microsoft stays clearly ahead of Google and Amazon.
Ives says Microsoft's capex strikes the right balance, and he expects Azure growth to keep accelerating this quarter and next. Street Azure growth of about 44% is only a slight tick up, which he says is not good enough. He argues Azure needs a 100-150bp beat, with whisper numbers about another 100-150bp above consensus going into next quarter, to show growth acceleration toward 50% and calm fears about the tech trade. He also says Microsoft continues to be clearly in the lead on enterprise AI cloud, ahead of Google and Amazon.
“Is a slight tick up good enough? Probably not. I think it probably needs to be about a one to a 100 to a 150 bp type of beat”at 48:08
Bryn Talkington · Requisite Capital ManagementBullish
Microsoft is in pole position: above its 200-day, FCF-positive inflection, and lagging the equal-weight index.
Talkington says Microsoft is in pole position. Its stock is well above the 200-day moving average, and the inflection point came last quarter when CFO Amy Hood said the company would stay free cash flow positive. The stock is up only about 10% for the year against roughly 13.5% for the equal-weight S&P, so she argues it has a lot of room to run.
“Microsoft is in pole position. First of all, Microsoft is way above the two hundred day moving average.”at 48:46
Bryn Talkington · Requisite Capital ManagementBullish
Microsoft's Azure and cloud numbers will be blowouts; the market will tolerate its AI spend.
Brynn sees a clear link between Azure numbers and compute. She thinks Microsoft is finally getting its Copilot tools to work and that usage numbers will be great. Amy Hood has talked about free cash flow turning positive. She expects enterprise, Copilot and cloud to be strong. Unlike Meta, which has no cloud platform, Microsoft has a huge cloud platform, so the market should be comfortable with its spend. She expects both Microsoft and Google to do fantastically well.
“I think that Microsoft is finally getting their co work, copilot to work. We use it all the time. I think usage numbers are gonna be great.”at 12:55
CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 ·
Bill Baruch · Blue Line CapitalBullish
Microsoft should break out above $5.50 in coming weeks after a strong report.
Bill expects a strong report. He is watching the chart and thinks the stock could break out above $5.50 after the earnings. He expects Azure revenue of about $34.5 billion, which he thinks will be reported to settle the guessing game. He thinks Azure growth could guide above 45%, beating consensus with some whispers higher. Meta's report set a bar where a less bad result from Microsoft would be a tailwind. Microsoft is one of his top five holdings, and he will sit tight and may lean in on a breakout.
“I expect this stock to really break out, get out above $5.50 in the coming weeks on the heels of this report.”at 14:20
CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 ·
Ed Ludlow · BloombergNeutral
Microsoft's 60,000 job cuts are belt-tightening to protect free cash flow amid heavy AI spending.
Wall Street now cares about free cash flow. Microsoft is still essentially a software sales and distribution business, so it does not need as many people. If it stays committed to spending at its current AI levels, something has to give, and workforce reduction is the mechanism for belt-tightening. Ludlow frames it as a straightforward story rather than a directional call on the stock.
“Wall Street cares about free cash flow now. It really does. And if you are committed to spending at the levels that Microsoft is something has to to be a mechanism for belt tightening.”at 32:24
Bill Ackman · Pershing Square Capital ManagementBullish
Microsoft's stock fell on heavier AI capex despite strong demand, which Pershing saw as an entry point.
Ackman describes Microsoft as the same pattern as Meta. The company publicly says it has enormous demand for its service and therefore has to invest in capex well above what was expected, and the stock price goes down. He says this dynamic is what led Pershing to invest in Microsoft.
“And the same with Microsoft. ... it's sort of an interesting environment when you have a company come out publicly and say, we have enormous demand for our service. ... And that's what led to an investment in Microsoft.”at 14:39
In Good Company with Nicolai Tangen: Bill Ackman: Concentrated Investing, Permanent Capital, and the Value of Being Challenged ·
Todd McKinnon · OktaBearish
Microsoft overpromises by claiming it can solve every security and software problem; customers need an ecosystem.
McKinnon says the cyber industry makes things too complex by claiming to solve every problem, and that Microsoft is the worst offender. He describes Microsoft telling customers it can solve every business software, security and AI engineering problem, which he calls untrue. He argues Microsoft needs to work within an ecosystem of partners to address AI agent and other security threats. He is a rival in security and identity software, which is why he has a competitive interest in this criticism.
“Microsoft is the worst offender here. They go to a company and they say, we can solve every problem you have.”at 39:41
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/27/26 ·
Mike Khouw · OpenInterest.PROUncertain
Microsoft's options look cheap given its big post-earnings moves; the 4.4% implied move is light.
Khouw says the one-day implied move for Microsoft is about 4.4%, which seems light. Microsoft has moved more than 15% after its most recent quarterly release and has seen moves of about 10% or more over the last three quarters. Flows have been bullish, but he thinks the options look quite cheap into the report given how much the stock has moved.
“That strikes me as pretty light considering Microsoft has actually moved more than 15% after that most recent quarterly earnings release... I think the options look quite cheap going into it given how much that stock has moved around.”at 16:58
CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 ·
Dan Nathan · RiskReversal MediaBullish
Microsoft's 60,000-employee buyout shows it will win enterprise AI and do more with fewer staff.
Nathan calls the buyout offer to about a quarter of the workforce the most important news for the AI trade. He reads it as Microsoft defending free cash flow while rivals spend freely. He argues Microsoft is a winner in enterprise AI, already showing it through Copilot in Office 365, and can run more efficiently internally with fewer employees. He says Microsoft is in a very different position from Anthropic, OpenAI, and Google.
“Here's a company that is trying to defend their free cash flow when they have seen a lot of their major competitors willing to give it up for the time being... they're going to be a winner in enterprise AI and they're basically demonstrating that right now”at 4:06
CNBC Fast Money: Anthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26 ·
Dan Niles · Niles Investment ManagementUncertain
Microsoft's buyout offer makes him nervous, though he hopes it reflects AI-driven productivity gains.
Niles says voluntary buyouts always make him nervous. Microsoft did a similar move in January, and the stock did well afterward. He reasons that AI makes employees much more productive, and he hopes the buyouts reflect real efficiency gains. He still worries about data center moratoriums and the slowdown in Anthropic's revenue growth, which could affect the outlook. He says he will have to wait and see.
“You know, whenever I see that, it always makes me nervous. I mean, the good news is Microsoft had one of these same things, I think, back in January.”at 15:19
CNBC Closing Bell: Closing Bell Overtime: Markets Face a Big Week as AI Takes Center Stage 10/26/26 ·
Jason Draho · UBS Global Wealth ManagementBullish
Microsoft's AI capex plans unlikely to change despite higher borrowing costs, given its balance sheet.
Microsoft is one of four hyperscalers that together account directly or indirectly for about 75% of expected AI-related capex this year and next. These firms have, on average, AA credit ratings, market caps above $3 trillion, diversified businesses, long profitability track records and balance sheets that can take on much more debt. Their returns on capital are above 25%. A rise of one or two percentage points in borrowing costs would raise the price of funding but is unlikely to materially change how much they spend.
“These are companies that have, on average, AA credit ratings, market caps over $3,000,000,000,000 diversified businesses, long track records of profitability, and really balance sheets that can take on a lot more debt at this point in time.”at 7:26
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Ted Mortonson · BairdBullish
Microsoft is a real AI beneficiary, generating strong free cash flow while still spending heavily on capex.
He says the real beneficiaries of the cycle are companies with free cash flow and scale, which can keep spending. Microsoft generates about $19 billion of cash flow a quarter and is still spending on capex. He says these scale players are the clear winners and expects them to become worldwide monopolies.
“The real beneficiaries are the companies with free cash flow. The companies like Microsoft... Microsoft's cash flowing 19,000,000,000 a quarter, and they're still spending on capex.”at 24:32
Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·
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