Microsoft Corporation (MSFT)
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Microsoft is facing scrutiny as rising AI-related capital expenditures and concerns over slowing Azure growth weigh on investor sentiment. Recent analyst downgrades highlight fears about the company's financial exposure to AI ventures, which could impact profitability. This situation underscores the challenges Microsoft may encounter as it navigates the evolving tech landscape.
Latest News
| Title | Published |
|---|---|
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly | about 5 hours ago |
AI leaders argue software will adapt — not die — but valuations are stretched AI leaders argue software will adapt — not die — but valuations are stretched | about 6 hours ago |
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out | about 6 hours ago |
The Best Stocks to Invest $5,000 in Right Now There are several great investment opportunities in the AI sector. | about 7 hours ago |
Why This Tech Stock Is Dodging the AI "SaaSpocalypse" Tech stocks are in turmoil, but Apple investors are staying calm. | about 8 hours ago |
Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks | about 9 hours ago |
Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks Microsoft and other large tech firms are planning a record AI infrastructure spend of about $650b in 2026, concentrating an unprecedented amount of capital in a handful of platforms. Investors are questioning the scale and timing of these commitments as concerns rise over AI returns, OpenAI exposure and Azure capacity constraints. The shift in sentiment has coincided with one of the largest tech market sell offs since 2022, putting Microsoft’s AI and cloud spending plans under closer... | about 9 hours ago |
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
AI leaders argue software will adapt — not die — but valuations are stretched
AI leaders argue software will adapt — not die — but valuations are stretched
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out
The Best Stocks to Invest $5,000 in Right Now
There are several great investment opportunities in the AI sector.
Why This Tech Stock Is Dodging the AI "SaaSpocalypse"
Tech stocks are in turmoil, but Apple investors are staying calm.
Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks
Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks
Microsoft’s Record AI Spend Meets Market Doubts On Returns And Risks
Microsoft and other large tech firms are planning a record AI infrastructure spend of about $650b in 2026, concentrating an unprecedented amount of capital in a handful of platforms. Investors are questioning the scale and timing of these commitments as concerns rise over AI returns, OpenAI exposure and Azure capacity constraints. The shift in sentiment has coincided with one of the largest tech market sell offs since 2022, putting Microsoft’s AI and cloud spending plans under closer...