Microsoft ($MSFT) podcast mentions
Per Ticker.id: 581 Microsoft ($MSFT) mentions across 52 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-11-03.
888-99-CHART. Let's go take a look at the market today. It was overall a down day. You had the NASDAQ down a little over 1%, S&P down about a half a percent. The Dow ended positive though, up 41 basis points. The Russell 2000 actually didn't do too bad. It's still down, but only down about 20 basis points. So small caps did okay. And it was really a day where we, and we started positive, but there was a fade throughout the day. And it was mainly around a lot of the tech names, a lot of the AI names. You had names like Microsoft down 3% on the day, Oracle down 8%, even though they had a new bond offering and said they were going to limit their debt issuance to about $10 billion. Per year until 2030. So what did they do? Well, they just also sold $10 billion in equity, which dilutes shareholders. So that's why you saw pressure there. Palantir down 3%, AMD down 7.5%, Micron down about 6%.
Justin Klein · InvestTalk · Is Europe's Debt Crisis Quietly Reigniting? What Moody's Hold on France Really Signals · 2026-11-03Okay. So, well, that's the point. So Apple's up roughly 25%, best performing Mag 7 going into today's print, beating by far Microsoft, down up 10%. So not only is it, is it beating the greater index, but it's it's like the only one that's beating the greater index, right? So Apple has been punished in the past and criticized for not having an AI strategy, but what that means is it does have a free cash flow position that is enviable if you are spending a lot of your cash right now like some of these hyperscalers are. Am I looking at this incorrectly?
Nathan Hager · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02Okay. So, well, that's the point. So Apple's up roughly 25%, best performing Mag 7 going into today's print, beating by far Microsoft, down up 10%. So not only is it, is it beating the greater index, but it's it's like the only one that's beating the greater index, right? So Apple has been punished in the past and criticized for not having an AI strategy, but what that means is it does have a free cash flow position that is enviable if you are spending a lot of your cash right now like some of these hyperscalers are. Am I looking at this incorrectly?
Tim Keene · Bloomberg Surveillance · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02So let's connect. Can we connect this back to the Fed? Because I feel like this is part of what the Fed's watching. They're saying the consumer not giving it up yet. That's some of the confidence in the last rate hike. And if we get more rate hikes against the 2s, as we're thinking about that logic, The other part that's weighing heavily on me, you have other slides where you talked about this in your last presentation that make me want to ask you this question. The AI CapEx spend we just saw, I mean, Google shaved what, a half trillion dollars off market cap in the last, whatever it's been. Um, we've seen the Amazon numbers, we've seen the Google numbers, the Microsoft numbers. This AI CapEx spend is still insane, still bananas, still a huge part of like GDP. If the consumer and that are still going, does one of those need to break before any— go ahead, Dave.
Matt Ziegler · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02And the fascinating thing about all of this is that you look at, you know, just this week alone, you know, Meta equity deal oversubscribed, Google or Microsoft bond issuance oversubscribed. And so the argument we've been making is that Capital is not scarce. It's growing more discerning and more expensive. And the question is, is that just the first step towards scarcity, right? Of if, if we find ourselves in a moment where everybody keeps trying to float these deals and one day you'll wake up and be, and the, the, the, the liquidity won't be there, the capital won't be there, then all of a sudden it sparks this, you know, big, huge kind of rethinking about how much you can fund this growth because the, the reality about the forecast into '27 is that the Street now has free cash flow getting even worse in '27 than it was in '26.
Cameron Dawson · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02We got that twice this week and the stocks have just been getting smoked as well for a variety of other reasons as well. But Microsoft, yeah, they're saying $38 billion versus estimates of $45 billion. Google CapEx estimates saying $51 billion versus $55 billion. So you're like, All right, here we go. Starting on the shot, we have significant miss on CapEx estimates. That obviously hit the stocks pretty, pretty badly. Google was also because their, their search revenue is just plummeting right now, largely due to AI and just how consumer habits have been changing. But for me, it's okay. So we had that part, which is the estimate side of things on CapEx. And then you look at what we've been talking about, which is where the strength in the economy has been. and why we haven't seen any sort of true recession over the last couple of years, even though so many other sectors are just down in the dumps and brutal.
Cameron Crise · Forward Guidance · The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup · 2026-10-31Venlabs.io/mad. The AI infrastructure stocks are decidedly out of favor after a very tough October. And at this point, the big question investors should be asking is whether this is just a temporary setback on the road to higher levels, a storm that will pass, or if this is the beginning of the end for this theme, the data mall, after we've seen such huge gains over the past 4 years or so? One way we can begin to answer this question is to look at what some of the largest tech companies are saying in their conference calls, chiefly about their capital expenditures or CapEx plans so far this earnings season. See, just a small handful of companies are responsible for the lion's share of the hundreds of billions of dollars that are being invested in new data centers. Really? It's just 5 that matter: Alphabet, Amazon, Microsoft, Meta, and SpaceX. These companies' CapEx spending becomes the revenue for all the various companies that sell into the data center. And, you know, we talk about these all the time.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31So at the end of a bruising week for tech where so much money was lost versus at least other sectors, I want to spend some time focusing specifically on what these companies said about their CapEx budgets. I want to be factual, not emotional. Let's start with Microsoft, because CEO Satya Nadella and CFO Amy Hood, after this, these reports, they, they look like the grown-ups in the room spending money only when they have a clear idea of how they'll earn it back and then some. Mostly through Azure, which is, we know, their web service business, and some to the extremely successful Copilot. Microsoft had the best report of the 3 mega-cap tech companies that reported this week, beating revenue and earnings expectations, while Google and Amazon missed on both. Azure grew 48% and the quarterly free cash flow was positive, $18.6 billion. That's the appeal of living within your means, investing somewhat aggressively while still managing to generate cash after your capital spending.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Microsoft was the only company to signal a cut to its spending. Its CapEx result for the reported quarter came in well below expectations, and the company lowered its calendar 2026 CapEx forecast to $170 billion, down from $175 billion previously, largely because of delays in third-party capacity. That means some computing capacity expected from these new clouds, you know, companies like Nscale, IREN, NIBIUS, isn't arriving as planned. Microsoft expects spending to accelerate in the second half of fiscal 2027, meaning the first half of calendar 2027. So this might be more of a delay rather than outright cut. Still, it was noteworthy that with its restrained, restrained comments on CapEx, Microsoft had one of the best reactions of any mega-cap tech stock. We really like the stock for the trust, and we gave CNBC Investing Club members, I thought, a fabulous bulletin about it, much better than all this— all the Street research that I read. Alphabet, tougher spot. The company missed both earnings and revenue expectations for the first time since late 2022.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Search, which accounts for about half its total revenues, missed expectations, and its growth slowed to 12% from 17%. That's a big number. Okay, that's just from the previous quarter. That brings back concerns from years ago about AI eating into its core advertising business. I thought those concerns are going away. That's not true. I worry that there is no solution for this problem. But maybe worse, they didn't even seem to notice it themselves. That is bearish. Google Cloud was the only standout and only real bright spot for the quarter. Cloud maestro Thomas Kurian outdid himself. But to keep up that get growth in cloud, the company's going to have to keep spending. That's why Alphabet reiterated the guidance for $195 billion to $205 billion in CapEx this year and said it expects a significant increase in 2027. Unlike Microsoft, its free cash flow was negative, $9.1 billion, and Google shares were indeed punished for it.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31But there's one big thing to notice as we exit these companies' reports. Microsoft was the only hyperscaler that said it would be spending less previously than thought, and its stock had the best reaction of any of these companies. Boards and management teams watch what their stocks do very closely. They always tell you they don't, but that's because they have a problem with assembly. For now, we don't see any signs that they're getting cold feet on their spending plans. But if we've seen what we've seen these past couple of weeks continue, specifically the market rewarding smaller budgets and punishing bigger ones, then shareholder pressure could eventually force the hyperscalers to slow construction and cut their spending plans. That would be very negative for a lot of stocks, impacting all sorts of companies that have thrived these past few years. That's what we're watching after daily today in particular. The bottom line, we're not there yet when it comes to spending on AI, cutting being cut. The checks are still getting bigger. But watch what gets rewarded going forward. A market that once demanded more spending is starting to reward restraint.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31All right, as we know, software and technology is becoming more part of our everyday lives, and also that we're looking to buy weakness in healthcare. Um, for this basket, I'm loading up on tech and I want to know what she— what we should change and can add from here. My basket has ServiceNow, Microsoft, Salesforce, Intel, and AppLovin. Uh, happy weekend, uh, holiday weekend, happy money. And Jim, am I diversified? Thank you.
Nico · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31All right, now again, he did say this was his tech basket, which makes it more difficult because you've got to leave— got a lot of other baskets. So I'm not going to say just wait a second, these are all tech. Uh, Intel, I was so disappointed in, and, um, And I'm disappointed in myself because I should have known better. The CEO and the CFO are not in my league when it comes to stocks. They're in the league when it comes to semis. And I should have realized from where the stock acted and from the way that they handled themselves that something was wrong. I made a mistake. Uh, that's okay. I did it wrong, but that's nothing to do with Nico's portfolio. But I'm just saying, I can't add insult to injury. Intel, uh, Microsoft had one of the best quarters. They've seemed that they've gotten religion when it comes to data spend. Salesforce, Marc Benioff gave you an amazing quarter and that's really good. AppLovin's way too speculative for me, that ship has sailed. And ServiceNow, frankly, I have to tell you, something went wrong here in ServiceNow. The quarter itself, a 2-cent miss, it wasn't nearly as bad as people think. Somebody is blowing out of that stock, I don't know. And again, Liputan did a good job in saving Intel.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31For what it's worth, its Amazon Web Services numbers, the best part of the business, were extraordinary. But more important, CEO Andy Jassy broke with tradition and gave the best intermediate-term forecast I have seen thus far from him. Quote, we believe AWS can grow north of 40% in each of 2027 and 2028. Stunning. Jassy ended his remarks with this gem: what we're building at Amazon is unlike anything that's ever been built, it's been seen before. There has never been a business with $1 trillion of annual revenue. Amazon is on a path to have two of them in AWS and stores. Those are words not, not of defeat. Those are the words of growth. Those could be the words of victory. Yes, right now Amazon is borrowing money to grow in the data center, and I think it's doing it a little too aggressively. I prefer the more measured pace of Microsoft. Still, while I can't stand by Intel, at least not until it is lower, maybe much lower, I think that Amazon should be bought right here.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-318899-888-992-4278 is how you get through and ask your question on today's show. Let's take a look at a very interesting close to the week. It was very much in the red. The S&P down 1.8%, but the NASDAQ down 2.86%, nearly 3% there. The Russell 2000 usually would be worse than the NASDAQ, but in today's day and age, the risk is really in tech and NASDAQ and all of that. And so Russell was only down 1.6%, actually outperformed the S&P. Dow was down a little over 1%. But as we all know, the Dow doesn't really matter too much. But this is all on the back of earnings coming out of, uh, names like Amazon, uh, and you follow through from the sell-off in, uh, Google and Microsoft from the day before. And it's just really a tech wreck across the board.
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