Microsoft Shares Fall 1.66% as Fiscal 2026 Cash Spending Hits $115.95 Billion

Microsoft Earnings Report To Focus On AI Momentum, Capex

Microsoft stock has weakened ahead of the company's fiscal first-quarter report next Wednesday as investors are skittish on AI names. The post Microsoft…

Microsoft Shares Fall 1.66% as Fiscal 2026 Cash Spending Hits $115.95 Billion

Azure revenue topped $100 billion, while commercial commitments climbed 84% to $678 billion. Microsoft reported $19.6 billion in fourth-quarter free cash flow.

Microsoft beat every earnings number and investors sold the stock anyway

Microsoft's record $34.9 billion quarterly capex drove the drop, with Azure demand already "far exceeding" available capacity. Calendar 2026 spending is still projected near $175 billion, up from roughly $190 billion before a useful-life accounting change.

Microsoft (MSFT) Stock: Falls as AI Spending Fuels Long-Term Growth Bets

TLDR Microsoft shares fall 1.66% to $524.10 after reversing an early rally above $532 Microsoft spends $115.95 billion on property and equipment during fiscal 2026 Azure annual revenue tops $100 billion as quarterly cloud services growth hits 43% Microsoft’s cloud backlog climbs 84% to $678 billion as customer commitments grow Microsoft raises its quarterly dividend [...]