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Microsoft (MSFT) Drops 22%: Contrarian Buy or AI Capex Trap?

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • Microsoft down 22% on AI capex fears despite record $627B backlog (+99% YoY) and Azure growth at 40%.
  • Bulls cite contrarian entry; bears warn on widening OpenAI losses and decelerating Azure growth risk.
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MSFT price history

495.63 +5.23% over the displayed period

Advisor Snapshot

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