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What Happens To Microsoft Stock If Its AI Spending Keeps Climbing?
Trefis3d agoneutral
What Happens To Microsoft Stock If Its AI Spending Keeps Climbing?

Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.

How worried should software, semiconductor stocks be about AI risks?
Yahoo Finance Video3d agoneutralVIDEO
How worried should software, semiconductor stocks be about AI risks?

SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past.