| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
Milius Research upgraded Microsoft to buy from hold with a $665 price target, calling it the responsible 'adult in the room' on AI as doomsday warnings about AI eating software fade. [audio] | — | — | — |
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Microsoft named among the day's outperformers. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as ~5.7% of the S&P 500 and Nasdaq 100 in the index-weight rundown, and again as one of the Mag7. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
Microsoft named among the AI-trade megacaps (up about 1.25% on the day) that investors rotated back into during Q3. [audio] | — | — | — |
| 2026-09-30 | BUY | MEDIUM | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Piper Sandler raised Microsoft's target to $610 from $550 on a stronger M365 outlook with the stock at $517; the host adds on 10-30% pullbacks. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
Microsoft was an example of an employer whose stock restrictions can limit employee hedging strategies before retirement. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Microsoft's projected capital spending and its share of cloud backlog were used to discuss potential returns on AI infrastructure investment. [audio] | — | — | — |
| 2026-09-25 | BUY | MEDIUM | Rob Black Show The Bond Market In September |
Black says he accumulates Microsoft on substantial pullbacks while business fundamentals remain intact and cites its sharp rebound from 2026 lows as an example of that approach. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-23-26 |
Rob included Microsoft among large AI businesses with strong and increasing operating cash flow. [audio] | +3.4% | — | — |
| 2026-09-23 | BUY | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Rob reported Stifel's upgrade of Microsoft from Hold to Buy with a $575 target and discussed Copilot discounts and paid-seat growth. [audio] | +3.4% | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Microsoft was only modestly higher year to date despite recovering strongly from its software-led bear-market lows. [audio] | +2.2% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Analysts cited Azure and Copilot growth plus capital discipline, while Rob noted Microsoft's simultaneous AI investment and Xbox cost cuts. [audio] | +2.2% | — | — |
| 2026-09-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob favored Microsoft’s cash-generating business and Copilot’s potential distribution through the huge Microsoft 365 enterprise customer base. [audio] | +1.5% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Stocks Rise As Oil Prices Ease |
Microsoft received one bullish and one cautious price-target increase as enterprise software multiples recovered. [audio] | +1.5% | — | — |
| 2026-09-17 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-17-26 |
Microsoft was used as a contrast with speculative biotech investing. [audio] | +0.0% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-16-26 |
Microsoft was discussed as lower during the session. [audio] | +2.1% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Microsoft was listed among quality technology companies to favor over speculative growth. [audio] | +2.1% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
Microsoft was cited as lower and later as a quality technology company. [audio] | +0.2% | — | — |
| 2026-09-15 | BUY | MEDIUM | Rob Black Show Markets Fall As Losses Accelerate |
Microsoft was cited among technology companies Rob likes and as a Mag 7 member benefiting from Azure. [audio] | +0.2% | — | — |
| 2026-09-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-14-26 |
Microsoft was cited as a deep-pocketed AI winner with strong cash flow. [audio] | -0.8% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
Microsoft is described as deeply embedded in business operations, and a major decline caused by AI-spending concerns would be an opportunity to investigate. [audio] | -0.4% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-10-26 |
Rob reports Microsoft finishing slightly higher, and Chad Burton uses appreciated Microsoft shares as an example of tax-efficient charitable giving. [audio] | +1.1% | — | — |
| 2026-09-10 | BUY | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob includes Microsoft on his growth-stock shopping list and among the more conservative companies investors could own for AI and quantum exposure without relying solely on chip makers. [audio] | +1.1% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Rising Oil Prices Continue To Rattle Investors |
Rob names Microsoft among four large platforms expected to spend more than $700 billion collectively on AI infrastructure this year. [audio] | -0.3% | — | — |
| 2026-09-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-8-26 |
Microsoft is cited alongside Apple as a mega cap that can bankroll its own future rather than depend on bank borrowing. [audio] | +0.6% | — | — |
| 2026-09-08 | HOLD | MEDIUM | Rob Black Show Stocks Drop As Oil Prices Climb |
Microsoft is one of the hyperscalers seeking NVIDIA alternatives and one of Rob's long-term holds that kept compounding past a five-bagger. [audio] | +0.6% | — | — |
| 2026-09-04 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-4-26 |
Stifel raised its Microsoft price target to $530 on accelerating M365 Copilot momentum as proof-of-concept work moves into full-scale deployments; also named as a layer-four cloud play in his AI map. [audio] | -0.8% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
Microsoft rose 2.6%, and Rob said the market does not appreciate the differences between Microsoft, Alphabet and Amazon in AI. [audio] | -3.5% | — | — |
| 2026-09-03 | BUY | MEDIUM | Rob Black Show Mega Cap Names Doing Well Today |
Microsoft was up $15 to $512 and Rob praised it for breaking out $29.4 billion of Azure revenue, making its AI opportunity easier to measure. [audio] | -3.5% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-2-26 |
Named alongside Apple and NVIDIA as shares he can pledge for cheap financing. [audio] | -3.5% | — | — |
| 2026-09-02 | HOLD | MEDIUM | Rob Black Show Stocks Rise For First Time In Four Sessions |
Cited as a Munger-style example - closed below its 200-week moving average in March for the first time in 13 years and is up 35% since; Rob calls it one of his best long-term holds. [audio] | -1.0% | — | — |
| 2026-09-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-1-26 |
Named among the host's long-term compounders and on the list of stocks investors are debating as too expensive. [audio] | -1.4% | — | — |
| 2026-09-01 | BUY | HIGH | Rob Black Show Rough Start To September |
Boring stock, accelerating business: Azure growth jumped to 43% and Copilot is gaining traction, prompting BofA to lift its target to $600 from $500 for roughly 20% upside. [audio] | -1.4% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Cited as crossing from millions into billions, pulling in about a billion dollars of revenue a day. [audio] | -1.5% | +2.0% | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Listed among the megacaps whose second quarter earnings were helped by gains on their investments rather than core operations. [audio] | -1.5% | +2.0% | — |
| 2026-08-28 | MENTIONED | MEDIUM | Rob Black Show A Very Big Week On Wall Street |
Microsoft was named alongside Google as the full-stack AI ecosystem Apple must catch, with Copilot, Azure, Office, Windows and GitHub, and 18% revenue growth. [audio] | -2.7% | +0.5% | — |
| 2026-08-26 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-26-26 |
Microsoft is buying into AMD, planning to deploy AMD's Helios AI systems across Azure. [audio] | +0.1% | +4.0% | — |
| 2026-08-26 | MENTIONED | LOW | Rob Black Show Inflation Remains Elevated |
Noted Bill Gates helped build Microsoft, one of the companies now spending enormous sums on AI. [audio] | +0.1% | +4.0% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Named among the mega caps everyone knows, prompting Rob to look for the next opportunity elsewhere. [audio] | +4.1% | +2.7% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Cited as a hyperscaler buying NVIDIA chips and as a mega-cap everyone already knows. [audio] | +6.3% | +2.2% | — |
| 2026-08-20 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
Listed among gaming names hurt by higher RAM costs, though Rob said he would not change his Microsoft investment over gaming weakness; also cited as a hyperscaler spending heavily on AI. [audio] | +5.0% | +2.6% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Named among the trillion-dollar names and as an NVIDIA customer absorbing sharply higher AI hardware costs. [audio] | +5.0% | +2.6% | — |
| 2026-08-19 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-19-26 |
Named among hyperscalers Rob said he could own long term and beat the market, spending aggressively on AI infrastructure while selling Copilot and AI services directly. [audio] | +2.7% | +2.1% | — |
| 2026-08-19 | MENTIONED | MEDIUM | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Listed among big tech with roughly $560 billion in long-term AI commitments beyond headline capex. [audio] | +2.7% | +2.1% | — |
| 2026-08-18 | BUY | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Rob said Microsoft has the best free cash flow among Meta and Alphabet and he likes it quite a bit within the Magnificent Seven. [audio] | +2.3% | +3.5% | — |
| 2026-08-18 | MENTIONED | MEDIUM | Rob Black Show Trouble In Tech Land |
Cited among the mega-cap winners you must own meaningfully to keep pace with the increasingly concentrated S&P 500. [audio] | +2.3% | +3.5% | — |
| 2026-08-17 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-17-26 |
Rob said the real cloud story belongs to Microsoft, Amazon and Alphabet, which have other businesses to fall back on. [audio] | +1.6% | +2.3% | — |
| 2026-08-17 | HOLD | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Microsoft gave up 2% after a big run over the last two to three weeks, though Rob pointed to hyperscaler cloud growth accelerating to 43% with operating margins expanding to 39%. [audio] | +1.6% | +2.3% | — |
| 2026-08-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-14-26 |
Microsoft was named as a beneficiary of the AI data center buildout alongside NVIDIA and CoreWeave. [audio] | -2.3% | +0.2% | — |
| 2026-08-13 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-13-26 |
Microsoft is set to unveil its Maya 300 AI accelerator this fall and is in talks with TSMC for production of up to 300,000 chips in 2027. [audio] | -3.0% | -0.1% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show More Encouraging Inflation Data |
Rob said you have to buy some Microsoft long-term when it dips, citing hyperscaler forecasts showing its 2027 free cash flow rising from $19.6 billion to $46.2 billion, the strongest of the group. [audio] | -3.0% | -0.1% | — |
| 2026-08-12 | BUY | HIGH | Rob Black Show Afternoon podcast 8-12-26 |
Wells Fargo raised its Microsoft price target to $700 from $650, arguing Azure, AI services and Copilot give it multiple ways to convert heavy AI spending into recurring revenue. [audio] | -1.6% | +0.8% | — |
| 2026-08-11 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Stabilize |
Microsoft fell about 1% but is lifting second half CapEx to $102 billion from $73 billion, and Rob noted Azure gives it the cloud business model Meta lacks. [audio] | -4.4% | -2.1% | — |
| 2026-08-10 | BUY | HIGH | Rob Black Show Iran Makes Demands |
Microsoft was a standout adding to an exceptional start to August on a report it aims to significantly hike semiconductor production, and Rob highlighted its quiet AI strategy of embedding AI into Word, Excel, Outlook, Teams and Windows for sticky recurring revenue. [audio] | -5.1% | -2.7% | — |
| 2026-08-06 | BUY | HIGH | Rob Black Show Afternoon podcast 8-6-26 |
Rob called Microsoft a winner-winner chicken dinner up 2.5%, noting its big run and nice recovery since earnings proves patience is a virtue, and named it a possible AI CapEx beneficiary. [audio] | -0.6% | +0.2% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Traders Keep An Eye On The Middle East |
Noted as up eight in the individual-name check. [audio] | -0.6% | +0.2% | — |
| 2026-08-05 | WATCH | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
Microsoft's CapEx-to-revenue is projected to reach 45% from 31%, and O'Hare credited its earnings report with precipitating the market's quick return to record highs. [audio] | +1.0% | +2.7% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Microsoft slipped about a point today, but Patrick O'Hare credited its earnings report with precipitating the quick return to record highs, and it is a key Arista customer. [audio] | +1.0% | +2.7% | — |
| 2026-08-05 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 8-4-26 |
Microsoft rose 1% and is having its largest four-day rally since 2000 at 29%, which BTIG compared uneasily to its December 1999 all-time high before a 60% decline. [audio] | +1.0% | +2.7% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
Microsoft posted the largest single-day market cap gain ever last week at $448 billion and continues to help lift the Dow on its AI CapEx story. [audio] | +2.2% | +3.7% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Afternoon podcast 8-3-26 |
Microsoft rose 4.9% toward its best three-day run in 26 years as capital spending shows a payoff; Rob has held it since 1997 and still likes it at these levels. [audio] | +3.8% | +2.1% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Market Surges As Oil Prices Slide |
Microsoft rose 3.7% after Azure growth accelerated to 43% and Copilot seat guidance went up; Rob said he still likes it and would buy on dips. [audio] | +3.8% | +2.1% | — |
| 2026-07-31 | BUY | MEDIUM | Rob Black Show An Earnings Season Summer |
Continues to monetize AI through Azure and Copilot, with massive AI investment translating into stronger cloud growth; must keep proving its AI leadership. [audio] | +7.6% | +10.7% | — |
| 2026-07-30 | BUY | HIGH | Rob Black Show Afternoon podcast 7-30-26 |
Up 15.05% for the biggest one-day increase in market value ever, shattering NVIDIA's record; host calls this the most important earnings of the season and says Azure is the best barometer of enterprise AI demand. [audio] | +10.8% | +14.1% | — |
| 2026-07-30 | BUY | HIGH | Rob Black Show Semiconductors Help Drive Gains |
Microsoft showed strong revenue growth, AI strategy gaining traction, and is up significantly after earnings. [audio] | +10.8% | +14.1% | — |
| 2026-07-29 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-29-26 |
Microsoft is discussed for earnings, revenue growth, and positive extended trading performance. [audio] | +24.8% | +31.7% | — |
| 2026-07-29 | WATCH | HIGH | Rob Black Show Stocks Stumble As Oil Surges |
Microsoft reports earnings tonight; investors are watching for signs of AI monetization and accelerating growth in AI infrastructure. [audio] | +24.8% | +31.7% | — |
| 2026-07-28 | BUY | HIGH | Rob Black Show Dow Rises But Semiconductors Slide |
Microsoft is up 2.4%, plans to spend nearly $200 billion on AI infrastructure, and is reporting earnings this week. [audio] | +25.3% | +28.6% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-27-26 |
Host highlights Microsoft's AI strategy, upcoming earnings, and importance in the Magnificent Seven; positive sentiment on continued investment. [audio] | +25.3% | +28.6% | — |
| 2026-07-27 | BUY | HIGH | Rob Black Show Markets Meander As Oil Falls |
Microsoft up $10, up 2.6%; price target lowered to $480 at UBS; UBS remains buy-rated but tactically balanced into earnings; Azure and Microsoft 365 growth discussed. [audio] | +25.3% | +27.8% | — |
| 2026-07-24 | MENTIONED | LOW | Rob Black Show Broader Market Rebounded |
Microsoft is mentioned as one of the big companies spending heavily on AI chips and data centers. [audio] | +21.8% | +26.8% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-23-26 |
Microsoft was discussed as part of the Magnificent Seven, with concerns about spending and stock performance. [audio] | +18.2% | +26.9% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Markets Lower As Tech Disappoints |
Microsoft mentioned as a hyperscaler investing heavily in AI infrastructure and as a company where employees may have concentrated stock. [audio] | +18.2% | +26.9% | — |
| 2026-07-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-22-26 |
Microsoft mentioned as a common concentrated stock holding for Bay Area tech employees and as a competitor in cloud infrastructure. [audio] | +0.1% | +24.0% | — |
| 2026-07-22 | WATCH | MEDIUM | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Microsoft listed as AI/cloud beneficiary; reports earnings one week from tonight; cloud results will shape expectations. [audio] | +0.1% | +24.0% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Afternoon podcast 7-21-26 |
Microsoft discussed as having potential to go 50% higher; analyst gives three reasons including Azure, Copilot, and enterprise AI abstraction. [audio] | -1.1% | +21.2% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Stocks Boosted By Chipmakers |
Morgan Stanley kept Microsoft at a buy rating; Azure and AI Assistant co-pilot are crucial drivers of the stock. [audio] | -1.1% | +21.2% | — |
| 2026-07-20 | BUY | HIGH | Rob Black Show Afternoon podcast 7-20-26 |
Microsoft deploying AMD's Helios rack scale solution; CLSA started coverage at Outperform with $535 target; Azure growth and AI adoption highlighted. [audio] | -3.3% | +20.4% | — |
| 2026-07-17 | MENTIONED | HIGH | Rob Black Show Financial Planning That You Never Knew |
Microsoft referenced as a hyperscaler hosting AI models and for its massive AI spending compared to Apple. [audio] | -3.1% | +25.8% | — |
| 2026-07-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-16-26 |
Host notes Microsoft posted solid gains, up 1.3%. [audio] | -4.9% | +23.5% | — |
| 2026-07-16 | MENTIONED | LOW | Rob Black Show Chip Stocks Weighing On The Market |
Microsoft is referenced indirectly in context of AI and technology sector performance. [audio] | -4.9% | +23.5% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-15-26 |
Microsoft gained 3% as major tech stocks advanced. [audio] | -1.3% | +25.2% | — |
| 2026-07-15 | BUY | HIGH | Rob Black Show Stocks Rise On Big Tech Gains |
Citi and Evercore ISI analysts maintain buy ratings and raise price targets on Microsoft, citing AI and Azure cloud potential. [audio] | -1.3% | +25.2% | — |
| 2026-07-14 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-14-26 |
Microsoft is mentioned as an AI winner alongside NVIDIA and Amazon. [audio] | +3.3% | +29.1% | — |
| 2026-07-14 | MENTIONED | LOW | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Microsoft raised prices on laptops and gaming consoles due to AI memory costs; mentioned as a hyperscaler investing in AI infrastructure. [audio] | +3.3% | +29.1% | — |
| 2026-07-13 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Microsoft highlighted as a winner today, outperformed peers, and is among companies raising AI investment budgets. [audio] | +2.9% | +25.9% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Microsoft is referenced as a major AI spender and as a key tech earnings report; also cited for pricing power. [audio] | +2.9% | +25.9% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Host lists Microsoft as a source of wealth, a top performer, and a company with strong pricing power and brand loyalty. [audio] | +2.3% | +29.8% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-9-26 |
Microsoft restructuring, cutting jobs; host discusses pricing power and recurring revenue from Microsoft 365; company expected to spend heavily on AI. [audio] | +4.4% | +30.1% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-8-26 |
Microsoft referenced as a company whose employees are targeted for event marketing. [audio] | +3.2% | +30.4% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as a stock people might sell to buy SK Hynix. [audio] | +3.2% | +30.4% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-7-26 |
Microsoft discussed for network effects, high switching costs, and as a major hyperscaler. [audio] | +3.2% | +30.4% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions owning Microsoft, lists it among companies with large total addressable markets, and as a source of income and wealth. [audio] | -1.0% | +28.6% | — |
| 2026-07-02 | MENTIONED | LOW | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Microsoft is up and mentioned as possibly affected by Meta's new social AI app. [audio] | -1.6% | +19.0% | +32.8% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Microsoft's visibility discussed; stock up 3% today; referenced in context of Magnificent Seven and layoffs to improve cash flow. [audio] | -1.6% | +19.0% | +32.8% |
| 2026-07-01 | BUY | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Host believes Microsoft is oversold and should be considerably higher, with job cuts announced and positive sentiment. [audio] | -0.2% | +20.9% | +32.7% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Afternoon podcast 6-30-26 |
Microsoft up 1.2%; host suggests buying when down 20-40%, mentions Michael Burry's bullish call options. [audio] | +4.2% | +20.9% | +36.8% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Microsoft raising prices on devices; trailing PE ratios falling; cited among Magnificent Seven. [audio] | +4.2% | +20.9% | +36.8% |
| 2026-06-29 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-29-26 |
Microsoft is headed for its worst month since 2000; negative sentiment implied. [audio] | +4.9% | +6.0% | +40.3% |
| 2026-06-29 | MENTIONED | LOW | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Microsoft is referenced as a Dow component and hyperscaler. [audio] | +4.9% | +6.0% | +40.3% |
| 2026-06-26 | BUY | HIGH | Rob Black Show Big Picture Digging On This Week |
Analyst views Microsoft as a buying opportunity amid recent weakness, citing fundamentals and AI exposure. [audio] | +4.7% | +2.3% | +33.8% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Microsoft discussed as a hyperscaler, in context of Xbox price hikes, AI chip supply deals, and gaming hardware costs. [audio] | +4.7% | +2.3% | +33.8% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Microsoft is referenced as an enterprise buyer of memory, part of the Magnificent 7, and as hitting its lowest level since April 2025. [audio] | +10.7% | +8.2% | +42.1% |
| 2026-06-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-24-26 |
Microsoft indirectly referenced as part of the Magnificent Seven and AI build-out. [audio] | +5.2% | +4.4% | +36.5% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
Microsoft mentioned as one of the Magnificent Seven and as a tech stock showing gains during a sell-off. [audio] | +5.2% | +4.4% | +36.5% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Microsoft is mentioned as a tech stock that did well outside chip makers and as a client of AI startup Engram. [audio] | -0.2% | +2.0% | +34.4% |
| 2026-06-23 | MENTIONED | HIGH | Rob Black Show Global Chip Rout |
Microsoft is discussed for hyperscaler status, AI, competition, and its stake in OpenAI. [audio] | -0.2% | +2.0% | +34.4% |
| 2026-06-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-22-26 |
Microsoft discussed as down 3.1% and part of a modest investment turned into wealth. [audio] | +0.3% | +6.3% | +34.7% |
| 2026-06-22 | MENTIONED | LOW | Rob Black Show Declines In Technology Stocks |
Microsoft is mentioned as a hyperscaler in AI infrastructure spending. [audio] | +0.3% | +6.3% | +34.7% |
| 2026-06-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-19-26 |
Microsoft is referenced as a hyperscaler investing in AI infrastructure and briefly surpassed by SpaceX in market cap. [audio] | -1.7% | +3.8% | +31.4% |
| 2026-06-18 | BUY | HIGH | Rob Black Show Thinking About AI Stocks |
Microsoft listed as a shopping list staple and currently at a buy point. [audio] | -7.0% | +3.8% | +29.5% |
| 2026-06-17 | MENTIONED | MEDIUM | Rob Black Show Thinking About Income In Retirement |
Host discusses Microsoft's ecosystem, Azure platform, and collaboration with NVIDIA. [audio] | -3.6% | +3.9% | +31.4% |
| 2026-06-16 | MENTIONED | LOW | Rob Black Show Strategies For June So Far |
Microsoft is mentioned alongside Apple as a global seller whose stock trades at U.S. valuations, not protecting from U.S.-specific resets. [audio] | -5.0% | +1.8% | +28.6% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-15-26 |
Microsoft's AI trade slowdown and Xbox division facing hardware component crisis due to memory costs. [audio] | -8.1% | -1.0% | +24.2% |
| 2026-06-15 | WATCH | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
Microsoft is reportedly considering spinning out or restructuring its struggling Xbox unit. [audio] | -8.1% | -1.0% | +24.2% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-11-26 |
Microsoft cited as a $2 trillion club member and hyperscaler committed to AI spending. [audio] | -2.8% | -1.3% | +26.2% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Microsoft discussed as AI hyperscaler, compared to Google and Meta; down big today. [audio] | -2.8% | -1.3% | +26.2% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Chip Stocks Lost Momentum |
Microsoft is mentioned in context of browser competition, AI, and as a long-term wealth creator, but no explicit recommendation. [audio] | -2.4% | -4.7% | +24.1% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-8-26 |
Microsoft mentioned as not a semiconductor company and not up today. [audio] | -2.9% | -6.9% | +21.6% |
| 2026-06-05 | MENTIONED | MEDIUM | Rob Black Show Job Growth Surged |
Microsoft is described as an ecosystem of developers, enterprises, consultants, cloud partners, and hardware manufacturers. [audio] | -6.2% | -6.3% | +22.7% |
| 2026-06-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-4-26 |
Host references investors searching for the Microsoft of quantum software. [audio] | -8.8% | -8.8% | +16.3% |
| 2026-06-04 | MENTIONED | LOW | Rob Black Show Broadcom Problems |
Microsoft indirectly referenced as a peer in quantum computing and AI competition. [audio] | -8.8% | -8.8% | +16.3% |
| 2026-06-03 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-3-26 |
Host flags that if Microsoft, Amazon, and Tesla follow Google's lead in cutting buybacks to fund AI, it would be a sign the trade is winding down. [audio] | -7.0% | -8.6% | +17.5% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Microsoft was mentioned with a 3.3% drop in its stock price. [audio] | -7.0% | -8.6% | +17.5% |
| 2026-06-02 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-2-26 |
The transcript mentions Microsoft and its partners introducing AI-focused PCs in 2024, noting that sales did not accelerate. [audio] | -8.6% | -11.5% | +15.2% |
| 2026-06-02 | MENTIONED | MEDIUM | Rob Black Show Markets Start The Day With Highs |
Mentioned as a competitor in the AI data center arms race alongside Alphabet and Amazon; also noted for getting a 'new read on life' with NVIDIA's new PC/laptop tech. [audio] | -8.6% | -11.5% | +15.2% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Afternoon podcast 6-1-26 |
Citizens started coverage with a market outperform rating and $550 price target. [audio] | -10.6% | -16.6% | +11.7% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Analyst argues Microsoft is an attractive entry point due to recent underperformance and strong AI strategy. [audio] | -10.6% | -16.6% | +11.7% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
Speaker lists Microsoft on their daily shopping list of companies they want to own and buy when prices drop. [audio] | -7.5% | -17.2% | +12.4% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host believes there is upside to $600 per share for Microsoft, currently at 426. [audio] | +0.2% | -12.7% | +16.5% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Microsoft's stock is up $12, as they plan to get better at coding for AI. [audio] | +0.2% | -12.7% | +16.5% |
| 2026-05-27 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-27-26 |
Host compares current tech giants like Microsoft to the dot-com era, noting they spend a trillion dollars of their own money. [audio] | +3.6% | -9.6% | +19.4% |
| 2026-05-27 | BUY | MEDIUM | Rob Black Show Hopes Of Easing Iran Tensions |
Speaker mentions taking a look at Microsoft and notes they own equity in AI companies like Anthropic. [audio] | +3.6% | -9.6% | +19.4% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions Microsoft's Copilot being a major competitor to Google. [audio] | +6.1% | -15.2% | +17.4% |
| 2026-05-22 | MENTIONED | MEDIUM | Rob Black Show Strategy Show For Memorial Day Weekend |
Host includes Microsoft among the hyperscalers investing in AI, and later mentions its revenue growth. [audio] | +7.6% | -9.4% | +15.2% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
Discussed in the context of cloud business revenue up 40% and a joke about 'macro soft'. [audio] | +1.9% | -9.5% | +15.6% |
| 2026-05-21 | BUY | HIGH | Rob Black Show Crude Prices Jumped |
Microsoft developing custom AI chips (Maya) for AI inference. [audio] | +1.9% | -9.5% | +15.6% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Speaker mentions Microsoft's AI offerings as a flavor of the month for productivity services. [audio] | -1.8% | -9.7% | +14.6% |
| 2026-05-20 | BUY | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Speaker finds a reason to own Microsoft due to its hosting of enterprise side and AI infrastructure. [audio] | -1.8% | -9.7% | +14.6% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-19-26 |
Named as one of the top 10 stocks in the current S&P 500. [audio] | -0.1% | -8.9% | +15.3% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Microsoft introducing new Surface devices for business and AI. [audio] | -0.1% | -8.9% | +15.3% |
| 2026-05-18 | BUY | HIGH | Rob Black Show Afternoon podcast 5-18-26 |
The host expresses a positive sentiment towards Microsoft, stating 'I think it's a win for Microsoft' after discussing the OpenAI case. [audio] | -1.0% | -10.3% | +17.2% |
| 2026-05-18 | MENTIONED | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Host mentions owning Microsoft stock and notes it has some enterprise software components. [audio] | -1.0% | -10.3% | +17.2% |
| 2026-05-15 | BUY | HIGH | Rob Black Show What Is Lifecording |
Host mentions buying more of this stock for 30 years and notes Bill Ackman also took a position. [audio] | -0.6% | -7.2% | +18.0% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Microsoft stock was up $4. [audio] | +2.6% | -4.4% | +20.5% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions Microsoft as a competitor to NVIDIA in the AI chip space. [audio] | +2.6% | -4.4% | +20.5% |
| 2026-05-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-13-26 |
Microsoft was listed as one of the top U.S. firms in the ranking. [audio] | +3.9% | -3.4% | +24.6% |
| 2026-05-13 | MENTIONED | MEDIUM | Rob Black Show Mixed Markets As Inflation Jumps |
Microsoft's LinkedIn is laying off 5% of staff. [audio] | +3.9% | -3.4% | +24.6% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Microsoft is mentioned in the context of hyperscalers and AI profits. [audio] | +2.4% | -4.1% | +24.4% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Afternoon podcast 5-11-26 |
Host identifies Microsoft as his biggest position alongside Apple and NVIDIA. [audio] | +2.4% | -4.1% | +24.4% |
| 2026-05-11 | SELL | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Noted as down 4%, contributing to the view that software is struggling. [audio] | +2.6% | -3.5% | +21.4% |
| 2026-05-08 | MENTIONED | HIGH | Rob Black Show Good Year In The Stock Market So Far |
Listed as a dominant U.S. company in AI models, cloud computing, and software ecosystems. [audio] | +1.6% | +0.6% | +20.7% |
| 2026-05-07 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Microsoft's revised agreement with OpenAI and its reluctance to contribute to OpenAI's cash burn. [audio] | -2.7% | -0.8% | +16.1% |
| 2026-05-07 | BUY | HIGH | Rob Black Show Oil Continues Pullback |
Paul Tudor Jones compares the current AI boom to the Microsoft PC era, suggesting significant upside remains in AI-related names like Microsoft. [audio] | -2.7% | -0.8% | +16.1% |
| 2026-05-06 | BUY | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host highlights record revenue of $82.9B and AI run rate up 123% YoY, viewing fundamentals as outstanding. [audio] | -2.1% | +0.9% | +19.3% |
| 2026-05-06 | MENTIONED | LOW | Rob Black Show Earnings Jump |
Microsoft is mentioned in the context of AI CPUs, with Intel and ARM holdings geared towards AI CPUs, and AMD's performance compared to them. [audio] | -2.1% | +0.9% | +19.3% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-5-26 |
Microsoft posted a blog about Copilot Cowork, indicating relevance in AI developments. [audio] | -0.9% | +4.3% | +18.8% |
| 2026-05-05 | MENTIONED | HIGH | Rob Black Show Stocks Get Boost From Oil Pullback |
Analyst note on Microsoft's Azure, Co-Pilot, and capital expenditures. [audio] | -0.9% | +4.3% | +18.8% |
| 2026-05-04 | MENTIONED | MEDIUM | Rob Black Show Traders Eye Oil Again |
Host mentions Microsoft as one of the big AI companies that are big winners due to spending. [audio] | -0.2% | +3.5% | +12.6% |
| 2026-05-01 | WATCH | MEDIUM | Rob Black Show Kicking Off May With Record Levels |
Microsoft's 12-month price target is $535, implying 31% upside. [audio] | +0.2% | +8.9% | +9.1% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Afternoon podcast 4-30-26 |
Microsoft is highlighted as a leader in AI with Azure growing 40% and successfully turning AI into revenue. [audio] | +3.2% | +10.7% | -4.0% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Markets Working Higher For Now |
Microsoft Azure cloud growth is 40 percent. Guidance for the same in the current quarter. So it was a nice number. [audio] | +3.2% | +10.7% | -4.0% |
| 2026-04-29 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 4-29-26 |
Microsoft beat on revenue and earnings in third quarter, posting sales of $82.9 billion, beating analyst expectations of $81.4 billion. [audio] | -2.5% | +6.3% | -7.1% |
| 2026-04-29 | WATCH | MEDIUM | Rob Black Show Oil Prices Continue Their Rally |
Microsoft is mentioned as one of the important companies coming out with results, indicating it's something to watch for market-moving potential. [audio] | -2.5% | +6.3% | -7.1% |
| 2026-04-28 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-28-26 |
Microsoft was mentioned as one of the companies reporting earnings and losing exclusive access to some of OpenAI's technology. [audio] | -4.2% | -0.3% | -9.2% |
| 2026-04-28 | HOLD | HIGH | Rob Black Show OpenAI Sees Revenue Growth Below Target |
BMO analyst Keith Bachman lowered Microsoft's price target to $505 from $575 due to ongoing investor concerns for software and modest upside in the March quarter. [audio] | -4.2% | -0.3% | -9.2% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-27-26 |
The host mentions Microsoft as one of the companies carrying the markets. [audio] | -2.6% | -2.7% | -10.0% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Microsoft's in the news today. They're losing exclusive access to open AI models and tools while ending revenue sharing deal with chat GPT maker. [audio] | -2.6% | -2.7% | -10.0% |
| 2026-04-24 | WATCH | MEDIUM | Rob Black Show Focusing On Wealth Accumulation |
Microsoft is embedding AI into enterprise software ecosystems. [audio] | -2.4% | -1.2% | -9.9% |
| 2026-04-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-23-26 |
Microsoft is mentioned in context of buying out employees amidst high AI costs and a voluntary employee buyout for up to 7% of its U.S. workforce. [audio] | -2.4% | -1.2% | -9.9% |
| 2026-04-23 | MENTIONED | MEDIUM | Rob Black Show Stocks Mixed After New All Time Highs |
Microsoft is aiming to offer voluntary buyouts to a small percentage of workers. Microsoft 365 commercial appears achievable. [audio] | -1.9% | +0.9% | -5.9% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Nasdaq Hits New High |
Microsoft is mentioned in the context of AI software used for podcast editing. [audio] | -2.0% | -3.1% | -7.9% |
| 2026-04-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-21-26 |
Microsoft is cutting Game Pass subscription prices after new Xbox CEO promises to recommit to gamers. [audio] | +1.2% | -1.0% | -5.0% |
| 2026-04-20 | HOLD | MEDIUM | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Evercore ISI analyst Kirk Mitterne believes third quarter results are about building momentum into the fourth quarter. [audio] | +1.6% | +0.7% | -5.6% |