NASDAQ:MSFT
25
MENTIONS
21
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15
PODCASTS
Search complete. 25 mentions across 21 episodes found for "NASDAQ:MSFT".
Nov 3, 2026
Dr. BobHOST
Next subheading, no layoff layoffs.
Dr. BobHOST
Microsoft, ticker MSFT, plans to offer buyouts to 60,000 employees.
Dr. BobHOST
Got to pay for Mr. A.I., It would not call the get-out-of-redmond-packages quote-unquote layoffs, but if they don't reach a big enough number, you won't need AI to figure out what happens next.
Dr. BobHOST
Finally, lawyer up.
Alan KringHOST
Well, maybe that was just a fluke.
Alan KringHOST
Let's look at Microsoft, MSFT.
Alan KringHOST
Oh my, it's up two as well.
Alan KringHOST
Two and three quarters percent.
Alan KringHOST
Okay, so if this is the case, we should be seeing these high-tech stocks still in their nosedive configuration.
Alan KringHOST
MSFT, for example.
Alan KringHOST
Still down, it's plunging today, 1.75% down on a beta that isn't much worse than the market, which is a little scary.
Alan KringHOST
And if you look at the five-day, that would be where the correction, yeah, see the correction there on the five-day? It spiked, and then it just dropped back, and now it's just plunging even more.
Tim StenovecHOST
We're going to move on over to Microsoft.
Tim StenovecHOST
Ticker is MSFT.
Tim StenovecHOST
And we just saw that Microsoft drew demand for its $25 billion bond offering with $115 billion of orders at its peak or 4.6 times the offering size.
Tim StenovecHOST
So if you're wondering if investors are interested in this debt, well, when it comes to Microsoft's debt, yeah, that would be a yes.
Tim StenovecHOST
So really soothing investors who have been concerned about lavish spending on AI.
Tim StenovecHOST
So there you have it.
Tim StenovecHOST
Microsoft MSFT.
Katie GreifeldHOST
Okay, let's have a burrito.
Mark HodgeHOST
And it was the exact opposite reaction that we had with Alphabet.
Mark HodgeHOST
So MSFT now...
Mark HodgeHOST
Microsoft beat on earnings, they beat on revenue, the profits are up 21%.
Mark HodgeHOST
They're spending a lot of money on AI.
Carol MassarHOST
At least investors are impressed with what they're doing.
Carol MassarHOST
We're going to go on over to, of course, Microsoft MSFT.
Carol MassarHOST
Let's go to FedEx.
Carol MassarHOST
Ticker is FDX.
Marella FernandezHOST
February 2nd, 2026, the date of the picks, Microsoft at the time.
Marella FernandezHOST
MSFT on the NASDAQ, it was 423.37 US, up to 533.03 today.
Marella FernandezHOST
So 25% return, total return 26%.
Marella FernandezHOST
I see you shaking your head and nodding your head at the same time, so I'm not sure why.
Jacob MorganHOST
Let me just pull it up here.
Jacob MorganHOST
MSFT, as Jim Cramer calls it, Mr. Softee.
Jacob MorganHOST
Yeah, up almost eight bucks, one and a half percent.
Jacob MorganHOST
So not too shabby.
speaker_2HOST
A very intentional one.
speaker_1HOST
The banks and asset managers pump the steady, high-yielding cash flow into the system, and then the tech giants provide the high beta capital growth and those aggressive share buybacks.
speaker_2HOST
It's perfectly balanced.
speaker_1HOST
And now that we understand the anatomy of the engine, we really have to look at the fuel line, right? Like, how does this strategy automatically put that cash to work?
Tracey RyniecHOST
Let's talk about Microsoft, also at new highs.
Tracey RyniecHOST
So Microsoft, MSFT, it was left, left for dead earlier this year as the software stock sold off on fears again about AI.
Tracey RyniecHOST
But Microsoft, one of the few that has actually turned it around and is now busting out again.
Tracey RyniecHOST
So Microsoft's PE is at 27.5, so that's a bit cheaper considering we've got the breakout again.
Tracey RyniecHOST
But this one isn't as expensive as, um, some of the others and as it's been in the recent years, but it's also not the cheapest among everybody, so...
Tracey RyniecHOST
Um, but not nosebleed levels either.
Tracey RyniecHOST
So Microsoft, MSFT.
Tracey RyniecHOST
Meta is the other one at new highs because Meta launched Muse, its new AI agent, and it's gotten 5 million-plus downloads, and people are really trying it out and taking to it.
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