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The this is Scott Becker with the Becker Business and the Becker Private Equity Podcast. Today's discussion is Microsoft is rebounding five quick points and I have to tell you, Microsoft were holders of Microsoft directly in our portfolio. So we are thrilled to see it rebounding again. And it reminded me this year when it's down 2025% on why I should stick to index funds. But at least today the news is better. So here's what's going on with Microsoft. It was it's been the laggard in the Magnificent Seven most of this year. It still may be close to that, but now it's down about 5% year to date versus 25% year to date. And as a Microsoft holder, as I said, I'm thrilled about that. The Stock jumped about 5 1/2% on Friday. It's up again on Monday at least as we record it's up Monday. So it's it's brought itself back from the absolute horrendous shape to much better shape. It's the fourth largest stock out of the large market cap stocks. The five biggest. It's number four. Nvidia is number one, Alphabet's number two, Apple's number three. Microsoft is fourth with the market cap currently of about $3.4 trillion. Simply remarkable. Yes, at one point it was closer up to 3.7 or 4, but God bless it for being back here. No, it's no longer the leader in the market cap stocks, but fourth isn't bad and well above 3.3 trillion. Again. Way above 3 trillion. Again the take home message from Microsoft might be don't bet against Satya Nadella, the CEO. Satya, the Microsoft CEO has had one of the greatest CEO runs in business history. He became CEO in 2014. Then the company is worth about $300 billion. Now it's worth more than $3.3 trillion, close to $3.4 trillion today. And again, Microsoft is quite on the rebound. It's AI Azure business, its core business, moving in the right direction after people being very concerned about the software business earlier this year or until recently. So that's what we're seeing with Microsoft. We're thrilled to see the rebound again. We're a holder, so we're excited about it. Thank you for listening to the Becker Business, the Becker Private Equity Podcast. Always looking for suggestions and things to cover. Feel free to anytime to reach out to Scott Becker. Give us your suggestions, give us your thoughts. We will have one other commentary today. There's all this discussion recently about the Tech Bros being so bad. I don't really get what all this is about. You know, people could hate the development of technology, they could hate rich people, they could hate billionaires. But the Tech Bros, the so called tech Bros. You know, have created so much wealth and so much opportunity for so many over the last decades that that it's really fascinating for me to watch the slamming of the Tech Bros. We'll probably do a separate podcast on that just because it's fascinating to watch this hatred and scapegoating. Thank you for listening to the Becker Business, the Becker Private Equity Podcast
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Episode: Microsoft is Rebounding: 4 Quick Points
Date: June 2, 2026
In this concise episode, Scott Becker shares his quick analysis of Microsoft's recent rebound in stock performance after a challenging start to the year. Focusing on major business news and portfolio implications, Becker highlights Microsoft’s status among tech giants, the influence of CEO Satya Nadella, and the broader discussion around tech industry leaders. The episode provides actionable updates and personal reflections for listeners monitoring business trends and equity markets.
Early Year Struggles:
Significant Rebound:
Portfolio Perspective:
“It reminded me this year when it’s down 20-25% on why I should stick to index funds. But at least today the news is better.”
– Scott Becker [00:38]
Relative Position:
Significance:
“It’s the fourth largest stock out of the large market cap stocks … with a market cap currently of about $3.4 trillion. Simply remarkable.”
– Scott Becker [01:33]
CEO Track Record:
Key Takeaway:
“The take home message from Microsoft might be don’t bet against Satya Nadella, the CEO.”
– Scott Becker [01:58]
“He became CEO in 2014. Then the company is worth about $300 billion. Now it’s worth more than $3.3 trillion, close to $3.4 trillion today.”
– Scott Becker [02:05]
AI and Azure Leading the Way:
Overcoming Earlier Concerns:
“Microsoft is quite on the rebound. Its AI Azure business, its core business, moving in the right direction after people being very concerned about the software business earlier this year or until recently.”
– Scott Becker [02:19]
Public Perception of 'Tech Bros':
“There’s all this discussion recently about the Tech Bros being so bad. I don’t really get what all this is about … the so-called Tech Bros … have created so much wealth and so much opportunity for so many over the last decades.”
– Scott Becker [02:43]
Scott Becker’s discussion is candid, optimistic, and tinged with the perspective of an investor personally vested in Microsoft. He balances enthusiasm for the company’s comeback with a broader skepticism about following individual stocks over index funds. Becker’s comments on the tech industry are both critical of popular narratives and appreciative of innovation.
This summary delivers a clear picture of the episode’s business news focus and Becker’s distinct perspective for those interested in market updates, Microsoft’s performance, executive leadership, and ongoing trends in tech industry perception.