Microsoft Corporation
Microsoft’s investment case rests on Azure, Copilot and enterprise workflow control as AI raises capital intensity, pressures software…
Thursday, April 16
Thursday, April 16, 2026
Everything we published on this day.
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Microsoft Corporation
Microsoft's investment case turns on whether Azure, Copilot and enterprise workflow control can sustain software margins as AI raises…
Tim Eriksen on X
@andrewcoye @chrisvirnig @DeepSailCapital Aggregate change among all 5% owners within three years. So not thousands. For $BIRD the Class B founding shares are more than three years old so they drop off, it is change for FMR, Ghost Angel, Vanguard, Blackrock plus any grants to B holders in last 3 yrs.
Forgive me Father, I have Sabled.
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
