- Entry
- $413.27
- Final
- $365.46 -11.6%
- Target
- —
- Score
- -1.00
Microsoft just reported Q2 FY2026 earnings that beat estimates (revenue $81.3B +17%, non-GAAP EPS $4.14 vs $3.97 expected, cloud revenue crossed $50B for the first time), but the stock got hammered \~7-10% in after-hours/premarket because of the massive CapEx number: **$37.5 billion** in the quarter alone (up 66% YoY, including finance leases), with roughly two-thirds on short-lived assets like GPUs and CPUs for AI. They're clearly all-in on AI: Azure + other cloud services grew 39% YoY (38% constant currency), …
— ORIGINAL POST ·
Microsoft's Record $37.5B Quarterly CapEx (AI Infra Run-Rate ~$145B+ in FY2026) After Strong Cloud Beat… Buy-the-Dip or AI Bubble Burst?
· r/investing
· Feb 11, 2026