Microsoft's capital expenditure "misses expectations"! "Compute landlords" see collective stock declines after hours
智通财经2026/10/29 00:06Show original
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According to Zhihui Caijing APP, Microsoft (NASDAQ: MSFT) released its latest quarterly report on Wednesday Eastern Time. Although cloud computing business Azure's revenue increased by 48% year-on-year, its capital expenditure data was below market expectations. This has led to market concerns that cloud computing infrastructure partners such as Cloud Computing Rental Vendor (CRWV.US) and Nebius (NBIS.US) may face slower data center capacity delivery. Following the announcement, the share prices of related companies collectively declined in after-hours trading.
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