Microsoft Stock 2026: Azure +43%, $678B Backlog — Is the AI Capex Boom Still Worth It?
Microsoft FY2026 revenue reached $331.8B, Azure grew 43% and commercial RPO hit $678B. The question for MSFT is whether AI capex can keep earning premium returns.
- August 23, 2026
- by Novalis
- 15 minutes read
- 120 Views
Meta Stock 2026: Muse AI, $130B+ Capex, Ads & Valuation
Meta’s Q2 revenue rose 28%, but capex climbed above $31 billion and free cash flow nearly vanished. I examine AI monetization, margins, Reality Labs and META valuation.
- August 20, 2026
- by Novalis
- 9 minutes read
- 125 Views
Amazon’s $220 Billion AI Capex: AWS Growth Is Strong Enough—For Now
AWS growth accelerated to 37% while Amazon lifted 2026 capex to $220 billion. I examine backlog, free cash flow and whether the spending still creates value.
- August 20, 2026
- by Novalis
- 11 minutes read
- 75 Views
Amazon: AWS Is Accelerating. The AI Capex Bill Is Accelerating Faster.
AWS growth accelerated sharply in Q2, but Amazon’s AI infrastructure spending pushed free cash flow negative. I examine whether the investment cycle is creating enough value.
