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As I understand it, it was in part about their Azure miss more about capital expenditure and market anxiety around their OpenAI investment ROI. Also a portion
by spacephysics 8mo ago
As I understand it, it was in part about their Azure miss more about capital expenditure and market anxiety around their OpenAI investment ROI.
Also a portion of their Azure spend was some clever accounting they did if memory serves me
https://www.geekwire.com/2026/microsofts-historic-plunge-why-the-company-lost-357-billion-in-value-despite-strong-results/ https://www.geekwire.com/2026/microsofts-historic-plunge-why...