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MSFT Dumps As CapEx Disappoints, Despite Top- & Bottom-Line Beat
MSFT Dumps As CapEx Disappoints, Despite Top- & Bottom-Line Beat
Heading into the "biggest earnings day ever", MSFT was near the bottom of the Mag7 group, down 22% from its 52-week high, with capacity constraints hampering growth and CapEx concerns weighing down the stock.
Microsoft has guided to roughly $80 billion in AI data center spending this fiscal year, and the Street wants to know if that money is actually getting deployed.
The headline results were solid and prompted initial gains in MSFT after hours as it beat top- and bottom-line:
*MICROSOFT 3Q...
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Jul 20, 2026 / Tyler Durden
The False Choice Facing American Agriculture
The False Choice Facing American Agriculture
Authored by Mollie Engelhart via The Epoch Times,
This week, I was talking with one of my neighbors, a good man who raises hay and runs a cow-calf operation. As we discussed different approaches to grazing and pasture management, he laughed and called some of my ideas "fantastical fairy tales." We both laughed.
A farmer moves cattle from one pasture to another at a farm outside Swoope, Va., in 2024. Jeff Louderback/The Epoch Times
We've known each other long enough that neither of us took offense. The...
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May 11, 2026 / Tyler Durden
Key Events This Week: CPI, PPI, Retail Sales, Trump-Xi Summit
Key Events This Week: CPI, PPI, Retail Sales, Trump-Xi Summit
As DB's Jim Reid tallies overnight, it has now been 73 days since the war in Iran began, with the past 32 marked by a stalemate characterized by a mix of truce and ongoing ceasefire. The absence of any meaningful kinetic activity for over a month suggests a firm US preference for reaching a deal. However, a counterpoint is that uncertainty over who holds negotiating authority in Iran may be complicating progress and delaying more difficult times ahead. It remains...
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Jun 22, 2026 / Tyler Durden
Biden Judge Sparkle Sooknanan Blocks Trump Admin SAVE Act Database
Biden Judge Sparkle Sooknanan Blocks Trump Admin SAVE Act Database
A Biden-appointed federal judge - who quit her previous job as partner at the Jones Day law firm because they did work for the 1st Trump administration - just ruled against the administration's plan to create a database to verify citizenship to be able to vote in US elections.
Judge Sparkle Sooknanan ruled on Monday that officials across several government agencies "haphazardly combined and repurposed the private information of millions of Americans, including citizenship data that they knew to be unreliable,"...
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