BREAKING
Microsoft Slides 18.4% in June
0
%
June decline
0
B
Market value lost
0
yrs
Steepest since
AI CapEx vs Cannibalization Fear
Capex Surge
Cost
●
AI infra spending soaring
●
Payoff lag worries investors
Cannibalization
Risk
●
AI agents like Claude
●
Could replace Office tools
FY2026 CapEx Guidance $190B
AI ARR
37
CapEx
190
0
%
AI ARR YoY
0
%
Azure growth
0
x
Forward P/E
Bulls vs Skeptics on MSFT
AI NEWS BLITZ
Microsoft shares dropped 18.4% in June, the steepest monthly fall in about 26 years.