Microsoft now dedicates two-thirds of its $175 billion annual capital expenditure to short-lived assets such as CPUs and GPUs, marking a fundamental shift in AI infrastructure investment. This change moves AI CapEx from a one-time 'land grab' model to a recurring 'silicon subscription' model, creating steady demand for semiconductor suppliers. The company’s flexible CapEx approach allows it to quickly adjust to market demand, though risks include potential underuse of assets, rising component costs, and accounting challenges. The depreciation rate of these assets is a key metric to watch each quarter, and the outlook remains positive with a Buy rating on Microsoft.
US stock futures rose following strong earnings from Microsoft, which surged nearly 9% in pre-market trading after beating revenue and earnings forecasts. This helped technology stocks recover from a sharp sell-off triggered by the Federal Reserve's ...
Microsoft's stock rating was upgraded to Buy following better-than-expected growth in Azure revenue and Copilot adoption. Azure revenue grew 43%, surpassing $100 billion annually, with guidance for 45% growth next quarter. Copilot paid seats jumped f...
SanDisk stock soared about 7,000% over a year to $2,354.39 before plunging roughly 57% to $1,015.89 by late July. This extreme volatility pushed its relative strength index (RSI) from a historic overbought level above 99 to an oversold level below 33...
Microsoft stock surged 8.88% in after-hours trading following its Q4 FY2026 earnings report, adding $257 billion to its market value. The company beat analyst forecasts with EPS of $4.74 versus $4.24 expected and revenue of $90.01 billion versus $87....
Microsoft's shares jumped 8% in premarket trading after reporting better-than-expected fiscal Q4 revenue and 43% growth in its Azure cloud business, signaling that its AI investments, including Microsoft 365 Copilot, are paying off. The company now h...
