$Microsoft(MSFT)$ has a higher credit rating than the US. Also the US bond yields are so high that I wonder if the bonds issued by companies like Meta would be bought. Why take risk with corporate bonds if US sovereign debt is safer and yields higher? If that happens how would hyper scalers scale?
I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.
SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe
Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion...
Looks like Microsoft is going to spend on a need basis for it's business on AI unlike companies like Meta who spend then say we are going to lease out excess capacity. Microsoft is pragmatic. It's not saying it's not going to spend but see what it needs and go gradually.
Microsoft Slowed Its AI Spending — and That Was the Bull Case
① THE FILTER — what we screened out, what we keptWe scanned 45+ analyst actions on MSFT from Feb–Aug 2026 (concentrated in the week after the July 29 print), plus the official results and the...
Wells Fargo Adjusts Price Target on Microsoft to $650 From $625, Maintains Overweight Rating
Microsoft (MSFT) has an average rating of buy and mean price target of $555.53, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks an
MSFT is one of those company that has come around every time. 👍
Street View: Microsoft Reaps AI Rewards Without the Usual Price Tag
BUZZ-Street View: Microsoft reaps AI rewards without the usual price tag** MicrosoftMSFT.Oon Wednesday said it expects to continue generatingcashin fiscal 2027, while forecasting capital expenditure below analysts' estimates after an accounting change for data center leases** Shares jump 8.2% to $422.70 premarketAI WINNER** Bernstein says MSFT is provingit is anAI winner with strong downside protection and further improvement ahead** "Given the quality of the stock and low valuation we believe this is a stock investors should own" - Bernstein** Josh Gilbert, lead analyst for APAC and Middle East for eToro says MSFTisa business that can comfortably keep spending on the AI buildout "without bleeding cash to do it"** Daniela Hathorn, senior market analyst at Capital.com says, MSFT provided fresh evidence that AI investment is beginning to translate into commercial returns, helping offset concerns around another increase in capital expenditure** "MSFT has been very efficient at bringing o