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Microsoft blinked a little in the AI capex race. Wall Street loved it.

Wall Street sent Big Tech a new message: AI spending alone isn't enough. Microsoft's restraint spark...

BUSINESS NEWS July 31, 2026

Microsoft blinked a little in the AI capex race. Wall Street loved it.

Wall Street sent Big Tech a new message: AI spending alone isn't enough. Microsoft's restraint sparked a massive stock rally.

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Wall Street sent Big Tech a new message: AI spending alone isn't enough. Microsoft's restraint sparked a massive stock rally.

Author: Business Insider

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