$MSFT

Recent Trump mentions

• News1d ago

  Intel’s 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm, According To Piper Sandler While Intel's next-gen 14A process currently lacks a definitive anchor customer, it is nonetheless being evaluated by the who's who of the tech world, as the industry desperately searches for a viable alternative to TSMC, as per a new investment note from Pip… While Intel's next-gen 14A process currently lacks a definitive anchor customer, it is nonetheless being evaluated by the who's who of the tech world, as the industry desperately searches for a viabl… [+4020 chars]

  $AMD$AMZN$GOOGL$INTC$MSFT$NVDA$TSM

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• News5d ago

  ‘Whoever Wins, AI Wins’: Trump Brushes Aside Slowdown Calls as Ex-Senator Demands an AI IPO Freeze Trump told CNBC that slowing AI down is off the table, but a former senator wants an executive order freezing AI company IPOs before another chip gets traine... Quick Read <ul><li>Azure crossed $100B annually with 43% growth, and Microsoft's commercial backlog surged 84% to $678B, explaining why markets shrugged off AI safety calls. </li><li>Progressive fe… [+5328 chars]

  $MSFT

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• News8d ago

  Jim Cramer Praises Microsoft (MSFT) for Its Permian Power Plan with Chevron (CVX) During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale... During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership with Chevron C… [+4978 chars]

  $CVX$MSFT

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• News13d ago

  Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downde... On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking at 6,015 for Outloo… [+5781 chars]

  $MSFT

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• News13d ago

  Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers? NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google,... NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Met… [+4547 chars]

  $AMZN$GOOGL$MSFT$NVDA

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• News15d ago

  Commvault (CVLT) Triples Its Cloud Safety Net While Wall Street Cools On August 18, Commvault (NASDAQ:CVLT) expanded its Cloud Rewind platform, tripling the number of Microsoft Azure resource types it can protect and recover af... On August 18, Commvault (NASDAQ:CVLT) expanded its Cloud Rewind platform, tripling the number of Microsoft Azure resource types it can protect and recover after a cyberattack or outage. The move foll… [+4104 chars]

  $MSFT

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• News16d ago

  Microsoft Corporation (MSFT) Generates Revenues and Profits Beyond AI Theme Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio h... Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, high… [+3608 chars]

  $MSFT

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• News16d ago

  ePlus (PLUS) Expands Its Microsoft Footprint Even As Profit Margins Slip On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider,... On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having closed three days ear… [+4519 chars]

  $MSFT

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• News18d ago

  Microsoft’s AI Capex Problem Just Got Harder for Bears to Defend Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand. On... Microsoft Corporation (NASDAQ:MSFT)  reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand. On September 1, BofA Securities analyst Tal… [+3645 chars]

  $MSFT

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• News19d ago

  IREN (IREN) Swaps Bitcoin Rigs For Microsoft’s (MSFT) GPU Contracts IREN (NASDAQ:IREN) spent years mining Bitcoin. On August 27, the company told investors that the chapter is closing for good. Fourth-quarter AI cloud revenue... IREN (NASDAQ:IREN) spent years mining Bitcoin. On August 27, the company told investors that the chapter is closing for good. Fourth-quarter AI cloud revenue more than doubled to $70.5 million, and I… [+5111 chars]

  $MSFT

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• News22d ago

  NVIDIA (NVDA), Palantir Technologies (PLTR), and the AI Achilles’ Heel: Steve Eisman’s Concentration Warning Explained “Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Micro... "Big Short" investor Steve Eisman warned on CNBC's "Fast Money" on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as m… [+5211 chars]

  $AMZN$GOOGL$MSFT$NVDA$ORCL$PLTR

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• News22d ago

  Dow Jones Today LIVE: Index Gains 0.43% as Apple, Amazon, Microsoft, Nike Lead Tech Sell-Off, Oil Prices Falls Ahead Of Nvidia Earnings, Inflation Data & Fed Rate Dow Jones Today LIVE: Index Gains 0.43% as Apple, Amazon, Microsoft, Nike Lead Tech Sell-Off, Oil Prices Falls Ahead Of Nvidia Earnings, Inflation Data & Fed Ratesundayguardianlive.com 5Dow Jones Today:The Dow Jones today is trading higher, with Wall Street balancing strong corporate earnings against renewed concerns about US interest rates. As of August 28, the Dow Jones Industria… [+11739 chars]

  $AMZN$MSFT$NKE$NVDA

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• News23d ago

  Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking... The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking for, but the more compelling story is what… [+5411 chars]

  $GOOGL$MSFT

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• News24d ago

  EXCLUSIVE: Trump Aide Stephen Miller's Family Dumped Up to $250K in Palantir Stock After Ethics Guidance — Before ICE Handed Tech Giant $86M Deal Trump aide Stephen Miller's family sold up to $250K in Palantir stock before ICE awarded the tech giant a huge deal. Government ethics records showed Miller and his wife, Katie, unloaded shares in several major companies, including Amazon, Microsoft, GE Aerospace and Palantir. The Palantir holdings were valued at a… [+2241 chars]

  $AMZN$MSFT$PLTR

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• News29d ago

  The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $... The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spen… [+4373 chars]

  $GS$MSFT$NVDA

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• News8/19/2026

  Microsoft Corporation’s (MSFT) Rich Innovation Legacy Anchors Platform Growth Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In... Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management dis… [+4222 chars]

  $MSFT

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• News8/18/2026

  China is removing Microsoft’s Windows 10 from state agencies China is removing a government version of Microsoft’s Windows 10 from state agencies, earlier than planned. The Ministry of State Security recently told some state-linked entities to uninstall the customised software, Bloomberg reported, citing people familia… China is removing a government version of Microsofts Windows 10 from state agencies, earlier than planned. The Ministry of State Security recently told some state-linked entities to uninstall the cu… [+5668 chars]

  $MSFT

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• News8/18/2026

  Microsoft Corporation (MSFT) Valuation Hits Decade Lows as AI Disruption and Spending Fears Weigh on Shares Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Persh... Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager… [+3911 chars]

  $MSFT

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• News8/14/2026

  Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the le... Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund inve… [+4460 chars]

  $MSFT

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• News8/13/2026

  Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry? Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and... Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was… [+4000 chars]

  $GOOGL$MSFT

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• News8/12/2026

  ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is... On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Fou… [+4396 chars]

  $MSFT

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• News8/11/2026

  Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META) Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its e... Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spendin… [+4469 chars]

  $MSFT

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• News8/11/2026

  Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback? Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, includin... Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market … [+4326 chars]

  $MSFT$PLTR

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• News8/10/2026neutral

  Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Syn... Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workf… [+3768 chars]

  $AMD$MSFT

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• News8/8/2026neutral

  LegalZoom (LZ) Integrates Microsoft Copilot Amid Growth Shifts LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company ann... LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microso… [+4187 chars]

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Disclosed trades

No disclosed trades for $MSFT.