• Microsoft (MSFT) reported quarterly capex of $41 billion and guided roughly $190 billion for 2026, citing a large performance-obligation backlog; about $30 billion was spent in the first quarter.
  • Microsoft Corporation (MSFT) reported earnings and disclosed record, accelerating revenue in its Azure cloud business; the announcement was followed by a 9% after-hours rise in its stock price.
  • MSFT traders watch AI capex and hyperscaler deals for signs of enterprise adoption, demand trends, and earnings impact on Microsoft’s revenue and cloud margins ahead of results.
  • Microsoft says data-center and compute capacity limits will persist through end of 2026, affecting whether it uses internal compute or rents extra Azure capacity to meet AI demand.
  • Scotiabank cut MSFT price target to $470 from $550 ahead of fiscal Q4. Forecast: ~$4.24 adjusted EPS, ~$87.6B revenue. Notes: Azure growth, AI capex may hit free cash flow.
  • Microsoft CEO Satya Nadella urged model choice and interoperability for AI, saying customers can swap between closed‑weight and open‑weight models and multi‑model usage has risen since year start.
  • Goldman Sachs is arranging about $5.4B in debt to finance a data center project tied to Microsoft Corporation (MSFT), Bloomberg reports the bank's role and the financing amount.
  • Microsoft (MSFT) mentioned as provider of GitHub Copilot; Disney said it will stop using Copilot and switch to OpenAI Codex—potential impact on Copilot usage and MSFT developer-product revenue.