Microsoft Shares Drop Despite Strong Q3 Earnings as AI Spending Concerns Mount

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2026-04-30 21:02:01

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Microsoft's Q3 2025 earnings surpassed analyst expectations, reporting $4.27 EPS on $82.89 billion revenue against forecasts of $4.04 EPS and $81.46 billion. The company's AI business now boasts a $37 billion annual revenue run rate, marking a 123% year-over-year increase. Yet, shares fell as investors balked at escalating AI expenditures.

Capital expenditures for 2026 are projected at $190 billion, far exceeding earlier estimates of $150 billion. While Microsoft's remaining performance obligations surged 99% to $627 billion, excluding OpenAI, growth aligns with seasonal norms at 26%. The market remains divided on whether Big Tech's AI investments signal transformative growth or speculative excess.

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