Yield Theory

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Microsoft Corporation MSFT

Microsoft sells productivity software, the Windows operating system, and the Azure cloud platform, and has become a leading distributor of generative AI through its partnership with OpenAI. Its enterprise footprint spans nearly every large organization in the world.
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Ticker
MSFT
Exchange
NASDAQ
Sector
Tech
Founded
1975

What moves MSFT

Microsoft Corporation sits in Information Technology. Semiconductors, software, and hardware — the companies building the digital and AI infrastructure the rest of the economy runs on. The forces that matter most for the sector — and therefore for MSFT — are:

  • The AI capital-expenditure cycle
  • Interest rates and the cost of long-duration growth
  • Enterprise IT budgets and cloud migration
  • Export controls and the US–China chip race

Congressional trading in MSFT

PoliticianTrade dateTypeOwnerAmountSource
Josh Gottheimer2026-05-19SaleJoint$250,001 - $500,000Filing #20034693
Josh Gottheimer2026-05-19SaleJoint$500,001 - $1,000,000Filing #20034693
Josh Gottheimer2026-05-19PurchaseJoint$250,001 - $500,000Filing #20034693
Josh Gottheimer2026-05-19PurchaseJoint$500,001 - $1,000,000Filing #20034693
Josh Gottheimer2026-03-25PurchaseJoint$50,001 - $100,000Filing #20034305
Josh Gottheimer2026-03-25PurchaseJoint$500,001 - $1,000,000Filing #20034305
Josh Gottheimer2026-02-02SaleJoint$1,001 - $15,000Filing #20034130

All verified MSFT House disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

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How Yield Theory covers MSFT

MSFT intersects several of the themes in every Yield Theory issue. We don't chase headlines on individual tickers — we track where capital is rotating and explain what it means for the names in its path.

Artificial intelligenceUS markets

MSFT — frequently asked questions

What sector is MSFT in?

Microsoft Corporation is classified in the Information Technology sector and trades on the NASDAQ.

Do members of Congress trade MSFT?

The current verified House Clerk snapshot contains 7 transaction rows for MSFT. See the MSFT congressional-trades page for every source-linked row.

Is MSFT a good investment?

We don't publish one-line buy/sell ratings. Yield Theory members get the full macro thesis, catalysts, and risks behind every name we cover, so you can decide with conviction. This page is research, not investment advice.

Where is Microsoft Corporation headquartered?

Microsoft Corporation is headquartered in Redmond, Washington and was founded in 1975.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

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