What finance podcasts are saying aboutMicrosoft CorporationMSFTNASDAQ

Name: Podcast discussion of Microsoft Corporation (MSFT), Zortix index
Creator: Zortix
License: https://zortix.app/terms

According to Zortix's podcast index, Microsoft Corporation (MSFT) was discussed on 15 finance podcasts across 29 episodes in the 30 days to 19 Oct 2026, generating 36 attributed ideas, most coverage from The Options Insider Radio Network, Animal Spirits and Prof G Markets.

Mentions · 7d: 4
Mentions · 30d: 36
Mentions · 90d: 210
Shows · 30d: 15
Episodes · 30d: 29
Vs prior week: 0
Discussion depth: In-depth coverage

As of 17 Oct 2026

Ask Zortix about MSFT

Latest ideas · headlines, attributed

17 OCT2D AGOTHOUGHTFUL MONEY · LANCE ROBERTS

Own the hyperscalers, not the model labs

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDEOpen in Zortix →Thesis and listen link in the app

17 OCT2D AGOCHIT CHAT STOCKS

Big tech balance sheets flipping to debt-heavy

Open in Zortix →Thesis and listen link in the app

15 OCT4D AGOTHE RATIONAL REMINDER PODCAST · ALEX EDMANS

Value investing via price-to-earnings ratios

Open in Zortix →Thesis and listen link in the app

The Callback on MSFT

What they said then, and what they are saying now.

Hyperscaler CapEx approaching $1 trillion annually34 weeks between these two statements.

Then

The past statement is part of Zortix memory.

Premium pairs what is being said now with what was said then: dated, attributed, and linked to the episode.

Now30 SEP · A16Z PODCASTHyperscaler CapEx approaching $1 trillion annually

Discussed alongside MSFT · 90 days

Stance mix · podcast discussion

16 BULLISH · 11 BALANCED · 9 BEARISH

20 JULWEEKLY · 90D12 OCT

Counts of attributed podcast discussion · not a rating, forecast, or recommendation

Top shows by coverage · 30 days

Show	Ideas	Episodes
The Options Insider Radio Network	7	7
Animal Spirits	5	1
Prof G Markets	3	3
The Compound and Friends	3	3
Thoughtful Money	3	3

Key facts

Exchange: NASDAQ
Sector: Technology · Cloud & software
Industry: Services-Prepackaged Software
Headquarters: Redmond, WA
Incorporated in: Washington
Fiscal year ends: 30 June

Listing and registration facts from public registries · SEC EDGAR filings for MSFT. Not a rating, forecast or recommendation.

Definitions

Mention: One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
Attributed idea: A specific argument a named speaker made on a named show, never an aggregate opinion, never Zortix’s view. What qualifies →
Discussion depth: How thoroughly an idea was argued on the episode, from a brief mention to a core thesis (a description of the conversation, not a rating of the stock). The bands →
Stance mix: Counts of attributed ideas by the side each argued on this name (bullish, balanced, or bearish as the speaker put it). A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.