$Microsoft(MSFT.US) just left capex unchanged for 2026 and said they will continue to remain FCF positive
+8%the street hates capex 😂😂😂😂question is if Microsoft is giving up marketshare if the don’t increase capex…or if they don’t need to increase it because it won’t slow down growth…then do the other hyperscalers follow and also start to be more efficient on capex?Source: amit
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