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Barchart
Amit Singh

CapEx Is in Focus for Microsoft Stock Ahead of Q4 Earnings, But the Bull Case Remains Strong

Microsoft Azure

Microsoft (MSFT) will release its fourth-quarter fiscal 2026 earnings on July 29, with investors closely watching whether its massive AI investments are translating into stronger cloud growth. While demand for Azure, AI services, and paid Copilot subscriptions is expected to support another solid quarter, concerns over elevated capital spending could weigh on investor sentiment.

Microsoft plans to spend $190 billion in capital expenditures during fiscal 2026, primarily to expand its data-center footprint and AI infrastructure. These investments should strengthen the company's competitive position and support long-term growth, but they are also pressuring margins and free cash flow in the near term.

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