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Big Technology Podcast · Friday, July 31, 2026

Big Tech Earnings Boost Microsoft CEO Satya Nadella

Big Tech earnings season has been a positive period, particularly for Microsoft CEO Satya Nadella. The strong earnings are discussed in the context of the ongoing AI trade.

personSatya NadellacompanyMicrosoft

The tape

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And Big Tech earnings leave Satya Nadella a very happy man.
And of course, it's Big Tech earnings week, so we'll just go through the big takeaways from what we saw from Big Tech, especially as it relates to the AI trade.
Heard on Big Technology Podcast — “Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day, published Friday, July 31, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06
Big Tech Earnings Boost Microsoft CEO Satya Nadella — Heardvine