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Microsoft earnings under scrutiny as AI growth and spending raise investor debate ahead of Fed meeting.

Market News
25 Oct 2026
Seeking Alpha
View Source
Neutral
Microsoft earnings under scrutiny as AI growth and spending raise investor debate ahead of Fed meeting.

Microsoft's upcoming earnings report is highly anticipated, focusing on Azure growth, AI monetization, and heavy capital spending. Analysts are divided, with some bullish on AI-driven cloud growth and others concerned about the company's $200 billion annual data center expenses. The Federal Reserve is expected to hold interest rates steady, though some speculate a surprise cut due to financial stability concerns amid fears of an AI bubble burst. This week also features major earnings from other tech giants and key dividend dates, influencing investor strategies.

Microsoft shares are trading at USD 524.51 on Pluang as of Oct 26, 2026 00:02 WIB, showing a modest 0.66% gain in the past day. Despite the high market cap of $3.89 trillion, investor sentiment on Pluang leans heavily toward selling, with 97% of orders being sell orders. The stock's dividend yield stands at 0.75%, and typical investors hold the stock for about 143 days on the platform.

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