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Microsoft - $MSFT

"Bitcoin is the purest AI trade": ex-Weiss Multi-Strategy CIO on the $6B Binance hack
9 calls: why banks now have a stake in fixing crypto security, why Microsoft's buyout offer to 60,000 staff matters, and why Eli Lilly could become the…
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"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners
11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…
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Wellington PM: AI borrowers will pass big banks as the bond market's top concentration
11 takeaways: why data center bonds carry construction risk, the tax catch in Trump accounts, Connecticut's $3,200 baby bonds and an Alberta coal mine's…
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Ex-OpenAI chief scientist: human feedback training could end AI hallucinations completely
11 arguments: Why learning statistics means learning the world, why the bitter lesson overstates scaling, and how AI could give democracy far more input…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Regions strategist on 2027 AI capex: "about a 50% growth rate over what's projected"
10 calls: why stocks offering less than bonds is the 2027 debate, why a 5.50% 10-year yield can still be fine, and why emerging markets are a magnified…
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Silvia CEO: the S&P rose about 70% in 5 years while Bitcoin, gold and land rose 170%
12 arguments: why he says the Fed and the BLS cannot count inflation, why more Americans pay for sports betting than for AI, and why AI agents will need…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Her sector ETF is 50% stocks, hinting at a weaker 2027, says Fairlead Strategies founder
14 calls: why breadth divergences are over-cited, a 10-year yield breakout that may stair-step higher, gold as a hedge, and a Bitcoin ETF running 70% to…
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89% of S&P 500 stocks have had a 10% drop since June 1, CNBC's Investment Committee finds
8 arguments: why rate-sensitive stocks stay down through earnings, a stock market ignoring bond volatility, whether AI drives the energy rally, and…
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Blue Owl co-CEO on retail credit funds: "You would have missed out on 600 basis points"
14 arguments: why Blue Owl's loan losses ran 12 basis points over 10 years, why outsiders set every mark, and why its data center bet rests on Microsoft…
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