Feels like they are going to get punished more come the earnings. Not sure where they're spending their Capex at this point... Any news that I missed may give me a reason to believe their capex is justified?
Honestly, Copilot... I was told a bunch of companies are asking employees to use it, but they'd either use Claude or Gemini at the very least. Even for myself I never thought of using Copilot as an alternative because it's so buns imo. Are they even spending their large ass capex to improve this or it's getting the Bethesda/Zenimax abandonment?
1 Year NASDAQ as of 4/20/26 \~ 45.5%
1 Year MSFT as of 4/20/26 \~ 13.42%
I was thinking of maybe investing in it, but even as a long-term, I don't know, maybe there are better alternatives?