azure capex

Microsoft’s latest slide is not just another routine correction in a megacap stock; it is a stress test of the company’s entire AI strategy. The market is reacting to the uncomfortable gap between massive AI spending and the slower-than-hoped path to monetization, while the increasingly...

Two high‑profile analyst downgrades in seven days have punctured the aura of Microsoft’s AI premium and forced a re‑think of one of its central strategic plays: is Copilot a product Microsoft can charge for — or will it become a free inclusion to defend Office 365? The short answer: Wall...