Microsoft Corporation (MSFT) — the earnings record

Long reads

• The Agentic Winners 25Dossier · $49 · 31 Mar 2026Bellwethers — large, liquid names like Microsoft, Salesforce, and Intuit whose price action telegraphs sector sentiment before mid-caps move.
• NVIDIA 2030Dossier · $49 · 24 Mar 2026The historical analogy chain — Microsoft (Windows monopoly) → Apple (consumer computing platform) → AWS (global cloud utility) → NVIDIA (global intelligence utility) — frames the scale of what is happening.
• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Palantir (PLTR) · ServiceNow (NOW) · SAP (partial — ERP data locked in) Productivity & Collaboration Adapt or die — copilots vs replacement Microsoft owns the distribution channel: 365 + Copilot captures the vast majority of enterprise…
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026Microsoft’s chief executive welcomed deliberate pacing.
• Google and RSI — The Loop Nobody Has ClosedReport · 13 Sept 2026
• Magnificent Seven — The Seven at the ShelfWeekly Signal · 30 Aug 2026The Magnificent Seven fund was +2.66% on the week against the flat index, Microsoft led the board at +6.3%, and six of the seven were green.
• Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Three rhythmic series run alongside the dated events: Hyperscaler earnings (MSFT / GOOGL / META / AMZN, quarterly) — capex disclosures set NVIDIA's tape.
• The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026

101 and glossary

• Agentic AI Adoption Curve: Where We Are and What Comes Next101The 'Cannibalize or Die' companies that pivoted early (Microsoft Copilot, Salesforce Agentforce) start showing agent-platform revenue.
• The CapEx Cliff Question: When Does AI Infrastructure Spending Peak?101Hyperscalers (Microsoft, Google, Amazon, Meta) are spending over $200 billion annually on AI infrastructure.

Dailies

• Hyperscalers — Cash Flow Is the Rear-View MirrorDaily Pulse · 27 Oct 2026Microsoft and Alphabet report Wednesday, hours after the Fed.
• AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the weekMorning 10 · 19 Oct 2026Snowflake fell 8.4% to 306.84, Palo Alto Networks 7.6% to 342.00, Palantir 7.2% to 186.03, ServiceNow 4.4%, Salesforce 2.5% and Microsoft 1.9% to 529.05.
• Chips — bounce 2.5% to break an eight-day losing run; QQQ back above 720, AI users still boughtMidday 10 · 19 Oct 2026Palantir +5.0% to 195.37, Snowflake +3.4% to 317.33, Palo Alto Networks +2.0%, Microsoft +0.9% to 533.82.
• AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026Their September-quarter reports land in early November, after Microsoft and ServiceNow on 28 October.
• Chips — SOXX −3.7%, now 20% below its June high; software −2.4% as hot inflation and BlackRock weighMidday 10 · 14 Oct 2026Microsoft −1.2%, Meta −3.1%; ServiceNow is the exception at +0.5%.
• Earnings — J&J −6.2% and Citi −3.8% after beats; Micron −5.1%, chip fund back under its 50-day lineMidday 10 · 13 Oct 2026A few big software and platform names bought: Oracle +3.1% to $141.68, Meta +2.8% to $763.40, Microsoft +0.8%
• Korea — Kospi −5.5% breaks its 18-month uptrend; SK Hynix and Samsung about −8% on a China memory scareMorning 10 · 13 Oct 2026Monday added Meta +3.4% and Microsoft +1.1% on the user side.
• Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8%Midday 10 · 12 Oct 2026Software holds up better, but it is not rising as a group: Salesforce +2.5%, Workday +2.8% and Microsoft +1.1% are up, while the software fund IGV and the cloud fund CLOU are both down 0.7%.