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Microsoft investors fret as capital spending and Azure growth decouple

  • Dave Vellante--SiliconANGLE News
  • published date: 2026-02-01 16:11:05 UTC

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double digits f…

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors… [+30902 chars]