• Microsoft (MSFT) disclosed ~$560B in future commitments: ~$329B leases, ~$194B purchase commitments, ~$35B construction. $229B labeled total commitments, ~87% due within 12 months. FY capex ~$175B.
  • Investor Michael Burry fully sold his Microsoft (MSFT) stake. He said his optimism on MSFT earnings matched market levels and he exited the position for timing and profit reasons.
  • MSFT jumped about 27% over four days—one of its biggest four-day gains, matching peaks in 1999 and July 31, 2025; analyst says rebound may fade as investors sell into strength.

This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.