Microsoft Corporation and the awkward moment when “AI wins” still spooks the market
TL;DR
Quick Summary
- Microsoft’s fiscal Q2 2026 (ended Dec. 31, 2025) was strong: $81.3B revenue (+17% YoY) and $5.16 GAAP EPS (+60% YoY), but the stock sold off on spending concerns.
- Azure grew 39% YoY and Intelligent Cloud revenue rose 29%, yet investors focused on the pace of growth and the cost to sustain AI momentum.
- Microsoft’s $37.5B quarterly capex and its OpenAI exposure (about 27% stake) are now central to how the market reads the story.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
