Microsoft ($MSFT) podcast mentions
Per Ticker.id: 558 Microsoft ($MSFT) mentions across 52 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-10.
He's the Microsoft AI CEO.
David Sacks · All-In with Chamath, Jason, Sacks & Friedberg · Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots · 2026-10-10More on that later. I think we need to rebel against the persistent idea that somehow all these trillions of dollars in AI infrastructure spending will prove to be the biggest fool's game of the century. When the greatest investors of our time— you can think about people like Mark Zuckerberg, Elon Musk, Satya Nadella at Microsoft— all decide that they need to spend big money to meet the demands for AI. I tire of these Wall Street pundits, hedge fund managers who tell us, hey, the trade is over. Not according to the largest companies on earth. We're going to— I'll tell you, I'm going to explore that tonight, too, and not in a happy way. But the correction to the correction is now behind us.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09But the problem is these numbers are not apples to apples. To understand what's happening here, you need to know that OpenAI and Anthropic, the two leading AI labs, account for the revenue earned from third parties differently. Basically, when you buy access to Claude or ChatGPT, you can do it directly or you can go through the big cloud infrastructure firms— Amazon Web Services, Microsoft, Google Cloud. Of course, those firms, they take a cut. I bring this up because Anthropic includes all the revenue from that type of third-party sale as its own revenue. They— the cut that goes to AWS or Microsoft is then recognized as an expense. But OpenAI doesn't do that. They only recognize the revenue they actually collect from these third parties. Apples to oranges. So here's what seems to have happened. According to some much clearer reporting from CNBC and Bloomberg, you can get a real picture of how distorted things got.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09My 5 stocks are Apple, Costco, Cisco Systems, Microsoft, and Merck. Mr. Kramer, am I diversified?
Speaker D · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09All right. Now, this is another tough one. Joe's got me over a barrel here. Well, obviously, I like Merck, and I think that they are doing incredibly well. It's just been a good, good period for them. So a bunch of number bumps today. Costco. I go to my Neptune Costco down there, John. I don't know if you passed the Neptune Costco on the way down to Lavalette. If you did, you were taking the wrong way. But that's okay. It's pretty good. Apple's on it. Don't trade it. So now what do we do? We have Microsoft and Cisco. Now I got to get— I mean, I don't know. Chuck Robbins is probably listening. Chuck never misses the show. Chuck, we're going to have to get— you have to trade your Cisco, Joe, because you got to go in. You got too much, too much tech. And wherever we look, we've got data center exposure, whatever. I think that you need to be thinking Wells Fargo. I really like Wells Fargo. They report next week. I think it'll be very good. Microsoft again, Satya. I love Amy Hood. I mean, like, I'm looking at my executive person, knows how much I think of Amy Hood.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09Great, tremendous commencement address at Duke this year. And instead of that one, instead of Microsoft, I want to go with RTX and I'm going to go with RTX. We're in Boeing right now, but RTX is down worse than Boeing, even if you can imagine, because there's also defense just for this moment. And I want to see how that acts. But anyway, I have to make these changes because yesterday this portfolio was killed and that's not what people want.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09I was not expecting that at all. I think, you know, as consumers, for a while now, we're sort of being conditioned to expect less and less from companies and businesses, right? And a great example, by the way, is Like you take Sony and Microsoft's approach.
Amy Choi · Planet Money · Should we all be getting tariff refunds right now? · 2026-10-09Oh, catching strays. Sony and Microsoft. But, uh, yes. Okay. Sony and Microsoft also make gaming consoles, the PlayStation and the Xbox respectively. And as a gamer, Amy has been carefully watching how these other game companies have been handling their customers during all of this tariff and tariff refund stuff. And as it's played out, these companies have given us honestly a perfect spread of options for what we as consumers are seeing and can expect when it comes to tariff refunds.
Kenny Malone · Planet Money · Should we all be getting tariff refunds right now? · 2026-10-09So let's start with the best case scenario, the Playdate with Panic. They are giving all the money back. And to be fair, it is relatively simple for them to do that as a direct-to-consumer company that had spitefully broken out tariff into its own line item. And then an employee named Kyle could write some code and make the tariff refunds happen. On the other end of the spectrum, though, You got Sony and Microsoft. They both raised prices during the tariffs, but it's not like it was broken out into an easy-to-trace line item. They sell consoles in all kinds of ways through all kinds of intermediaries, and they said price increases were because of things like a challenging macroeconomic environment, which has improved to some degree, I would think, with presumably giant tariff refunds in their coffers.
Kenny Malone · Planet Money · Should we all be getting tariff refunds right now? · 2026-10-09No, Sony and Microsoft have even said like, look, we raised the price. Consumers bought at that price. They agreed to our higher price. Nothing shady here. And if I were a Sony shareholder, which I am not, I would probably agree with that decision. If I had bought a PlayStation during tariff times, however, which I also did not, I would probably say, but you made me pay extra and now you got a bunch of money that I probably paid. And then I would probably throw my PlayStation controller across the room. But you know, we can contain multitudes on this kind of thing.
Kenny Malone · Planet Money · Should we all be getting tariff refunds right now? · 2026-10-09Refunds, regrets, just more grains of sand in the hourglass that is the days of our tariffs. We should note Microsoft and UPS are among NPR's financial supporters. If you find yourself living through a tariffs saga, maybe you are a foreign seller who dropped your prices to help out your American customers who were going to have to pay tariffs, but now those Americans are getting refunds through UPS and FedEx and you are not.
Kenny Malone · Planet Money · Should we all be getting tariff refunds right now? · 2026-10-09And that benefits actually a lot of the neo clouds and a lot of the clouds and Microsoft and Amazon in particular.
Ben Wright · Squawk on the Street · 10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · 2026-10-09And I think the states that open their kimono to the data centers will grow a lot faster and there'll be a lot of FOMO. So I do think there'll be some delays in whatnot. But in general, we're moving towards a $4 trillion infrastructure number by the end of 2030. And I think that powers the stocks higher. I think within software, you're showing Microsoft there. We're showing some winners and losers. It's not just AI eating software. Like I said, for the last 3 years, we're starting to see a bifurcation of certain winners. Anthropic did a big favor to Microsoft by saying the world could end and we need adults in charge. So a few software companies are rising up.
Ben Wright · Squawk on the Street · 10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · 2026-10-09Yeah, we've talked about Microsoft with you in recent times and, and we'll see whether or not the moratorium zeitgeist does shift after midterms. One of the— probably one of the hardest questions to answer at the moment. Ben, good weekend. We'll talk soon. Thanks, Ben. Right.
Carl Quintanilla · Squawk on the Street · 10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · 2026-10-09The 85-year-old South African is a judge on the International Court of Justice and a former UN human rights chief. The Trump administration accusing Microsoft, Adobe, and several other companies of abusing a U.S. worker visa program it suspended them indefinitely from a longstanding immigration initiative that served as a crucial talent pipeline for Silicon Valley and Wall Street. In a statement, Microsoft defended its use of visa programs and said that it looked forward to providing the administration with additional information. Meanwhile, the Trump administration has announced $2.4 billion in commitments from Silicon Valley giants to bolster scientific research at a summit in Washington. Mayor Zoran Mamdani called on President Trump to end federal immigration enforcement in New York City after an ICE officer shot and wounded hit a man in front of a child. Governor Kathy Hochul said she had also spoken with Trump and Homeland Security Secretary Mark Wayne Mullen. Watching shares of Delta move lower after it reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.
Karen Moscow · Bloomberg News Now · Oil Falls, Trump Rules Out Attacks on Iran Before Midterms, Isaias, More · 2026-10-09