The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason

The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason

Quick Read Microsoft’s $627 billion contracted backlog turns its $31 billion quarterly capex right into a manufacturing unit growth for pre-ordered demand, not a speculative guess. Alphabet’s $45 billion Q2 capex pushed GOOGL free money move unfavorable, doubled long-term debt, and suspended buybacks, sending shares down 7%. Act now: the analyst who known as NVIDIA…

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OpenAI shakes up partnership with Microsoft, capping revenue share payments

OpenAI shakes up partnership with Microsoft, capping revenue share payments

CEO of OpenAI Sam Altman speaks through the 2026 Infrastructure Summit of presidency officers, company executives, and labor leaders, in Washington, D.C., U.S., March 11, 2026. Kylie Cooper | Reuters OpenAI and Microsoft on Monday introduced a revamped partnership settlement that can enable the artificial intelligence firm to cap revenue share payments and serve prospects…

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