Microsoft's AI Bet: Huge Investment and Growth Challenges
The AI business has grown significantly, with capital expenditures exceeding expectations. However, the total revenue growth rate for this quarter is down 1.8% year-on-year, and new order growth has also declined by 12%.
A new chapter in the US stock market? The financial reports of the 'Seven Sisters' are coming out in succession, with a focus on AI capital expenditures.
Last week, the financial reports of Tesla and Alphabet caused a round of tech stock decline. This week, the US stock market welcomes the financial reports of Mag 7, including Amazon, Apple, Meta, and Microsoft, and the market has already begun to tremble.
