Last quarter, Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) delivered a strong earnings beat, but one number overshadowed everything else: $29.88 billion in capital expenditures (CapEx) for Q2 FY2026, the quarter ended Dec.
CoreWeave and Microsoft are racing to power AI data centers, but their growth, risks and valuations point to different bets for investors.
Microsoft's blowout Q2 is overshadowed by a 66% capex surge, as investors question whether AI spending is racing ahead of revenue payoff.
| Transportation Infrastructure Industry | Industrials Sector | Satya Nadella CEO | NASDAQ (NGS) Exchange | 594918104 CUSIP |
| US Country | 228,000 Employees | 19 Feb 2026 Last Dividend | 18 Feb 2003 Last Split | 13 Mar 1986 IPO Date |
Microsoft Corporation, a pioneering technology firm, plays a pivotal role in the global software, services, devices, and solutions sectors, delivering comprehensive and integrated offerings to a worldwide customer base. Since its establishment in 1975, Microsoft has evolved into a tech giant with its headquarters in Redmond, Washington. The company operates through a diverse and dynamic portfolio, comprising the Productivity and Business Processes, Intelligent Cloud, and More Personal Computing segments. By continuously innovating and expanding its product range, Microsoft aims to empower every person and every organization on the planet to achieve more.
Microsoft's wide-ranging products and services are strategically grouped into several segments, each tailored to meet the specific needs of its global user base:
Through a network of OEMs, distributors, resellers, digital marketplaces, online stores, and retail outlets, Microsoft ensures its products and services are easily accessible worldwide, continually striving to meet the evolving needs of its diverse customer base.