AI capex

Microsoft Stock After FY2026: Azure Passed $100 Billion—Now the AI Capex Has to Earn Its Keep

Microsoft closed FY2026 with $331.8 billion of revenue, Azure above $100 billion annually and 30 million Copilot seats. I examine cloud growth, AI capex, margins and MSFT valuation.

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Meta Stock After Q2 2026: AI Is Working—But the Capital Bill Is Becoming the Story

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.

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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.

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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.

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