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But we saved everything 🙂.
Microsoft and Alphabet each spent more than $45 billion on capital expenditures in the past quarter. Microsoft shares rose approximately 4% in after-hours trading, while Alphabet shares fell more than 9%.
Ivana Delevska, founder and CIO of SPEAR Invest, commented that Microsoft is spending to grow and its expenditures are reflected in its revenue, including growth in Azure.
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Ivana Delevska previously noted that CXMT aims to launch DDR5 by year end, a development she sees as unfavorable for the DRAM sector. In an earlier report, Delevska highlighted that MRVL raised its revenue targets for fiscal 2028 and is targeting a $400 billion market by 2030. These updates reflect Delevska’s ongoing focus on major technology investments and sectoral growth forecasts.