IDScan is offering free credit monitoring and ID protection after leaking driver's licenses25m ago Google brings Gemini for desktop app to Windows35m ago How to watch the Flame Fatales 2026 speedrunning marathon40m ago Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS49m ago Ant International, Visa, Mastercard Align on AI Agent Verification Rules49m ago Panic builds over bankrupt Spirit’s looming data sale to Google51m ago Wall Street already loves ChatGPT. Now OpenAI is doubling down.2h ago BNP says AI borrowing will end the credit bull market, and it is lending to AI too1h ago Anthropic reveals rogue AI agents hate CAPTCHAs, just like you1h ago Cognition Adds Dioxus Team to Advance Devin Coding Agent1h ago Peter Thiel-Backed AI Startup Cognition Raises Funds at $48 Billion Valuation1h ago Anthropic Details Disrupted Claude Misuse Across Seven Harm Areas1h ago OpenAI Releases GPT-6 Astra for Coding and Computer Use1h ago India’s Pocket FM doubles revenue run rate to $500M as AI powers 93% of audio content1h ago

IDScan is offering free credit monitoring and ID protection after leaking driver's licenses25m ago Google brings Gemini for desktop app to Windows35m ago How to watch the Flame Fatales 2026 speedrunning marathon40m ago Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS49m ago Ant International, Visa, Mastercard Align on AI Agent Verification Rules49m ago Panic builds over bankrupt Spirit’s looming data sale to Google51m ago Wall Street already loves ChatGPT. Now OpenAI is doubling down.2h ago BNP says AI borrowing will end the credit bull market, and it is lending to AI too1h ago Anthropic reveals rogue AI agents hate CAPTCHAs, just like you1h ago Cognition Adds Dioxus Team to Advance Devin Coding Agent1h ago Peter Thiel-Backed AI Startup Cognition Raises Funds at $48 Billion Valuation1h ago Anthropic Details Disrupted Claude Misuse Across Seven Harm Areas1h ago OpenAI Releases GPT-6 Astra for Coding and Computer Use1h ago India’s Pocket FM doubles revenue run rate to $500M as AI powers 93% of audio content1h ago

Business & Enterprise4 min reading time

Microsoft blinked a little in the AI capex race. Wall Street loved it.

Business InsiderPublished Jul 31, 2026

Microsoft maintained its AI capital expenditure levels during the latest earnings season, diverging from the trend of increasing AI investments among Big Tech companies. This cautious approach was positively received by Wall Street, signaling a potential shift in investor expectations regarding AI spending.

More on this story

Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending
Jul 29· Business Insider

#ai-capital-expenditure #big-tech #earnings-season #microsoft

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