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MOTOR1 RIP: Subaru's Boxer Engine Is Dead In Europe After 2027 Pessimistic NEW YORK POST BUSINESS United CEO Scott Kirby — who earned $32M last year — calls for national wealth tax on the… Bearish TECHCRUNCH Embedded AI evaluators won’t be an easy solution, Hugging Face’s policy chief says Strong Bullish CBS NEWS Transcript: Rep. Mike Turner on "Face the Nation with Margaret Brennan," Oct. 18, 2026 Neutral NEW YORK POST BUSINESS DHS cracks down on China’s DeepSeek as AI competition intensifies: ‘Multiple threat vecto… Bullish FREIGHTWAVES Freight Fraud Gets More Strategic Heading Into Peak Season Strong Bullish THE VERGE Elon Musk’s proposed SpaceX stock giveaway would go into ‘Trump Accounts’ Neutral CBS NEWS Sen. Raphael Warnock calls on Democrats to focus on the South Bearish NEW YORK POST BUSINESS Netflix film boss Dan Lin out as streaming giant continues to overhaul top ranks Neutral CBS NEWS Ex-OpenAI worker who allegedly planted bug contacted Saudi royal Neutral THE DAILY CALLER Massive AI Data Center Left In The Dark Until 2030s As Microsoft Walks Away Strong Bullish FREIGHTWAVES Failed CDL exams, $3,000 payments and Bluetooth cheating scheme lead to federal charges Neutral NEW YORK TIMES BUSINESS Elon Musk Says He Will Give a SpaceX Share to ‘Every Kid in America’ Neutral THE DAILY CALLER Six States Say They’ll Cut Red Tape Hospital Laws In Exchange For Federal Funds Neutral TECHCRUNCH Microsoft says AI agents are like insider threats as ‘frontier models can’t be trusted’ Neutral FOX NEWS WORLD Beleaguered Macron cites US-Iran war as factor in protests amid Trump, Vance criticism Bearish YOUTUBE - YAHOO FINANCE Oil nears $100 a barrel as diesel stays above $6 Neutral MARKET WATCH Blood clots are ‘incredibly common,’ even for pro athletes like Jalen Hurts. Here’s what … Neutral NPR BUSINESS Difficult times in agriculture are making it tough for the next generation of farmers Bearish THE VERGE The fossil fuel comeback is here Bullish MOTOR1 RIP: Subaru's Boxer Engine Is Dead In Europe After 2027 Pessimistic NEW YORK POST BUSINESS United CEO Scott Kirby — who earned $32M last year — calls for national wealth tax on the… Bearish TECHCRUNCH Embedded AI evaluators won’t be an easy solution, Hugging Face’s policy chief says Strong Bullish CBS NEWS Transcript: Rep. Mike Turner on "Face the Nation with Margaret Brennan," Oct. 18, 2026 Neutral NEW YORK POST BUSINESS DHS cracks down on China’s DeepSeek as AI competition intensifies: ‘Multiple threat vecto… Bullish FREIGHTWAVES Freight Fraud Gets More Strategic Heading Into Peak Season Strong Bullish THE VERGE Elon Musk’s proposed SpaceX stock giveaway would go into ‘Trump Accounts’ Neutral CBS NEWS Sen. Raphael Warnock calls on Democrats to focus on the South Bearish NEW YORK POST BUSINESS Netflix film boss Dan Lin out as streaming giant continues to overhaul top ranks Neutral CBS NEWS Ex-OpenAI worker who allegedly planted bug contacted Saudi royal Neutral THE DAILY CALLER Massive AI Data Center Left In The Dark Until 2030s As Microsoft Walks Away Strong Bullish FREIGHTWAVES Failed CDL exams, $3,000 payments and Bluetooth cheating scheme lead to federal charges Neutral NEW YORK TIMES BUSINESS Elon Musk Says He Will Give a SpaceX Share to ‘Every Kid in America’ Neutral THE DAILY CALLER Six States Say They’ll Cut Red Tape Hospital Laws In Exchange For Federal Funds Neutral TECHCRUNCH Microsoft says AI agents are like insider threats as ‘frontier models can’t be trusted’ Neutral FOX NEWS WORLD Beleaguered Macron cites US-Iran war as factor in protests amid Trump, Vance criticism Bearish YOUTUBE - YAHOO FINANCE Oil nears $100 a barrel as diesel stays above $6 Neutral MARKET WATCH Blood clots are ‘incredibly common,’ even for pro athletes like Jalen Hurts. Here’s what … Neutral NPR BUSINESS Difficult times in agriculture are making it tough for the next generation of farmers Bearish THE VERGE The fossil fuel comeback is here Bullish
finance.yahoo.com · Jul 29, 2026 11:03 AM EDT TechnologyAI

Microsoft’s Earnings Could Decide the Fate of a $700 Billion AI Spending Boom

A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.

Microsoft’s Earnings Could Decide the Fate of a $700 Billion AI Spending Boom
Image finance.yahoo.com

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