MSFT

Everything Filings Intel has said about MSFT across all issues.

• 10-Q · 2026-04-29 Issue 3 · bullish
  Q3 FY26 — Microsoft Cloud $54.5B (+29%); Azure +40%; OpenAI partnership extended Oct 2025
• 8-K · 2026-04-29 Issue 3
  Q3 FY26 earnings furnishing

• Oracle's $638bn backlog confirms the off-balance-sheet thesis — 83%-of-revenue capex and data-centre leases that never touch the balance sheet Issue 14
  Alongside: ORCLAMZNNVDA
• Lone Pine just did the Aschenbrenner trade at $2B Issue 5
  Alongside: TERGLWMTZCIENAGXWULFHUTANETAMZN
• Coatue cut Microsoft by $1.58B, exited Oracle/Snow/Adobe/AMD/ARM Issue 5
  Alongside: ORCLSNOWADBEAMDARMEQIXASML
• What changes in the Issue 05 reading Issue 6
  Alongside: GOOG
• Three Tiger Cubs are de-risking AI mega-cap exposure in unison Issue 7
  Alongside: NVDAGOOGQQQ
• Arista takes +35% with 180bps of margin compression Issue 4
  Alongside: ANETMETA
• Amazon's $50B OpenAI commitment breaks the MSFT lock Issue 3
  Alongside: AMZNNVDAGOOG
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: AMZNMETAGOOGVRTEQIXANET
• Azure +40% — but the OpenAI moat just got chipped Issue 3
  Alongside: AMZNNVDA