Big Tech's capex growth may be far slower than it looks [Business Insider]
Microsoft Corporation (MSFT)
Last microsoft corporation earnings: 4/29 04:06 pm
Check Earnings Report
US:NASDAQ Investor Relations:
microsoft.com/en-us/investor
Company Research
Source: Business Insider
Become an Insider and start reading now. Have an account? Log in Total capex by Amazon, Google, Meta, and Microsoft is projected to soar to about $600 billion this year. A big part of this spending growth is driven by surging prices in one corner of the tech market. Excluding that, there may be a "notable deceleration" in Big Tech capex, RBC analysts estimated. Big Tech's latest capex projections have shocked investors. Look beneath the headline numbers, though, and spending may actually be growing far more slowly. That's according to new research on Monday from analysts at RBC Capital Markets. Amazon Google Meta , and Microsoft are expected to spend almost $600 billion this year on data centers, chips, networking, and other related gear to meet surging AI demand. On the surface, this may look like a relentless acceleration, but RBC's analysis suggests these growth numbers are being flattered by an unusual culprit: runaway memory prices The RBC analysts found that so
Show less
Read more
Impact Snapshot
Event Time:
MSFT
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MSFT alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MSFT alerts
High impacting Microsoft Corporation news events
Weekly update
A roundup of the hottest topics
MSFT
News
- The tech bubble hasn't burst, but it's losing air [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- SemiAnalysis President Says Microsoft Is 'Getting Owned' In AI Race, Praises AWS Scale [Yahoo! Finance]Yahoo! Finance
- Microsoft's AI Spend Looks Scary, Until You Run The Numbers [Seeking Alpha]Seeking Alpha
- Here's the Reason Microsoft Is Crashing, but Why You Shouldn't Sell [Yahoo! Finance]Yahoo! Finance
- Microsoft (NASDAQ:MSFT) was given a new $430.00 price target on by analysts at Melius Research.MarketBeat
MSFT
Earnings
- 1/28/26 - Beat
MSFT
Sec Filings
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- MSFT's page on the SEC website