PodParley PodParley
PodParley
Microsoft's AI Push: Capital Hog or Long-Term Steal? episode artwork

EPISODE · May 4, 2026 · 1 MIN

Microsoft's AI Push: Capital Hog or Long-Term Steal?

from The Daily News Now! Business

Microsofts stock, despite a strong Q3, is down year-to-date, lagging the S&P 500 and Nasdaq. Azure cloud growth and AI revenue surge, but capex explosion is hurting free cash flow. Investors are concerned about OpenAI deal changes and lack of custom chips. Despite being a capital hog, Microsofts strong balance sheet and dividend make it an attractive long-term bet on AI. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/73ace1e23a04f51c

NOW PLAYING

Microsoft's AI Push: Capital Hog or Long-Term Steal?

0:00 1:41

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of The Daily News Now! Business?

This episode is 1 minute long.

When was this The Daily News Now! Business episode published?

This episode was published on May 4, 2026.

What is this episode about?

Microsofts stock, despite a strong Q3, is down year-to-date, lagging the S&P 500 and Nasdaq. Azure cloud growth and AI revenue surge, but capex explosion is hurting free cash flow. Investors are concerned about OpenAI deal changes and lack of...

Can I download this The Daily News Now! Business episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!