Microsoft (MSFT)

Mentioned in 258 stories across 16 weeks · top score 88 72 167 19

Current view

Microsoft over Meta & Alphabet

Microsoft gets paid because its AI spending already shows up as cloud revenue; Meta and Google are being punished for spending without the payoff yet.

From the Market outlook, Jul 30 →

Stories mentioning MSFT

Week 16	U.S. Stocks Erase $1 Trillion After Fed Holds Rates Steady, Pushing Nasdaq 100 Into 11% Correction	88	big	called down	not checked
Week 14	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4%	88	big	called down	mixed
Week 14	US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	88	big	called down	mixed
Week 14	Moonshot AI Unveils Kimi K3 Model, Triggering Global Selloff in Chips and Software and Sending Nasdaq Futures Down 2%	88	big	called down	no follow-up
Week 16	Moonshot AI Launches Kimi K3 Open Weight Model With 2.8T Parameters On July 27	82	big	called down	not checked
Week 15	Trump Administration Considers Entity List Controls on Chinese AI Models, Commerce Halts Ban Plan Following Kimi K3 Launch	82	big	called down	fizzled
Week 14	TogetherCompute Finds Kimi K3 Matches Claude Fable 5 at 35% of Price	82	big	called down	fizzled
Week 2	DeepSeek Launches Open-Source V4 Models With 1M-Token Context	82	big	called down	fizzled
Week 14	Moonshot's Kimi K3 Tops Frontend Code Arena, First Chinese Model to Lead	80	big	called down	played out
Week 2	DeepSeek Rolls Out V4 Preview in Shift to Huawei Chips	80	big	called down	mixed
Week 16	Moonshot Releases Kimi K3 Weights for 2.8 Trillion Parameter Model With 1 Million Token Context	78	big	called down	not checked
Week 16	Venice Opens Private Kimi K3 Access, Offers $1,000 a Day in Free API Credits	78	big	called down	not checked
Week 16	Moonshot AI Releases Kimi K3 Weights for 2.8T Model, Publishes Technical Report	78	big	called down	not checked
Week 16	Microsoft Shares Jump 15% After Azure Revenue Surpasses $100 Billion In Fastest Cloud Growth In Four Years	78	big	called up	not checked
Week 16	Moonshot Releases Kimi K3 Weights, Ties Commercial Model Hosting to $20 Million Revenue Threshold	78	big	called down	not checked
Week 16	Microsoft Azure Revenue Surges 43% to Cross $100 Billion on AI Demand, Driving $130 Billion in New Data Center Leases	78	big	called up	not checked
Week 15	Kimi K3 Patches 15 Critical Security Bugs That Codex and Fable 5 Refuse to Fix	78	big	called down	not checked
Week 15	Microsoft Tests 2.8-Trillion-Parameter Kimi K3 Model for Copilot on Azure	78	big	called down	not checked
Week 15	Alphabet Raises 2026 AI Capex Guide to $205 Billion, Dragging Tech Stocks and the Nasdaq Down 2.5 Percent	78	big	called down	not checked
Week 15	Moonshot’s Kimi K3 Model Tops Frontend Web Benchmark and Ranks Fourth on Agent Arena Leaderboard, Matching Claude and GPT	78	big	called down	not checked
Week 15	Claude Automates Bring-Up of AMD MI355 Chips in One Weekend as AMD Invests $5 Billion in Anthropic	78	big	called up	no follow-up
Week 14	Moonshot Launches Kimi K3 With 2.8T Parameters and 1M Context	78	big	called down	mixed
Week 14	Moonshot Launches Kimi K3, a 2-Trillion to 3-Trillion Parameter Model Expected to Outperform Anthropic	78	big	called down	played out
Week 14	Kimi K3 Scores 85% on Vibe Code Bench to Rank Second in Open Model Coding Tests	78	big	called down	fizzled
Week 14	Basalt Labs Launches Monolith-1.0, a 1.57T-Parameter Open-Weight Reasoning Model	78	big	called down	fizzled