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Microsoft Faces Investor Scrutiny Over Surging AI Capex Ahead of July 29 Earnings

Markets are focused on management guidance for Azure growth and multi‑year data‑center spending because those numbers will show whether rising infrastructure costs will pressure margins and cash flow.

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Oracle Shares Jump on Record $455 Billion Backlog

Analyst Recommendations

Microsoft Faces Investor Scrutiny Over Surging AI Capex Ahead of July 29 Earnings

Adobe Posts Record Quarter and Raises Guidance as AI Usage Climbs

Microchip Breaks Out Data‑Center Unit and Sees Rapid Growth as Shares Surge

Dell Stock Hits Record Highs on AI Server Demand Ahead of May 28 Earnings

CoreWeave Shares Rise After Citi Lifts Target to $155 on AI Demand

CCI Clears Vedanta’s ₹17,000 Crore Bid for Jaiprakash Associates

Oracle Shares Jump on Record $455 Billion Backlog