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Source document· November 28, 2025

Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound?

View original at finance.yahoo.com
Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound? It has been about a month since the last earnings report for Microsoft (MSFT)…
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  • Total capital expenditure spend will increase sequentially, and the fiscal year 2026 growth rate is now expected to be higher than fiscal 2025, reversing prior guidance that anticipated a slowdown in spending growth

    80% confidence

  • More than 90% of the Fortune 500 now use Microsoft 365 Copilot

    80% confidence

  • Estimates revision have trended upward during the past month

    80% confidence

  • Microsoft plans to increase total AI capacity by more than 80% this year and roughly double the total data center footprint over the next two years

    80% confidence

  • For the fiscal second quarter, Microsoft expects Azure and other cloud services revenue growth of approximately 37% in constant currency, as demand remains significantly ahead of available capacity

    80% confidence

  • Microsoft has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months

    80% confidence

  • Microsoft became the top publisher on both Xbox and PlayStation in the reported quarter

    80% confidence

  • Microsoft expects to remain capacity-constrained through at least the end of fiscal year 2026, with demand exceeding current infrastructure build-out, resulting in lost revenue opportunities for Azure

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound? — Source | Via News | ViaNews Market