Microsoft's Capex Spending for 2026 Is 23% Higher Than What Analysts Were Expecting. The Problem Is Rising Memory Prices

Microsoft (NASDAQ: MSFT) and other tech giants are investing heavily in artificial intelligence (AI) these days, and the big concern is that those budgets continue rising. There have already been concerns that AI investments won't pay off, and higher-than-expected investments only exacerbate those worries.When Microsoft reported earnings last week, its stock didn't surge. It wasn't because the company fell short of expectations. In fact, its growth rate was better than what analysts expected. Instead, the stock appeared to fall due to a significant increase in its forecast for capex this year.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool