Microsoft’s $50 Billion Gamble: Can Microsoft’s Azure Growth Justify Its Exploding AI Budget?

Microsoft (NASDAQ:MSFT) reports fiscal first-quarter results on Wednesday, October 28, after the close. Management guided quarterly capital spending above $50 billion, so this report will show whether Azure growth can keep pace with the AI bill. Record Azure Quarter Raised the Stakes Microsoft closed fiscal 2026 strongly. Fourth-quarter revenue reached $90.01 billion, up 17.8%, ahead […]