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The CapEx Two-Step

Microsoft reported quarterly earnings with a masterful management of capital expenditure expectations, avoiding the market backlash seen by Google and Meta after they raised their AI-related CapEx forecasts. Google pushed its forecast past $200B for the first time, and Meta raised its low-end guidance to $130B, both causing stock declines.

read1 min views1 publishedJul 30, 2026
The CapEx Two-Step
Image: Spyglass (auto-discovered)

Microsoft's masterful management of CapExpectations...

It's that time of year again: quarterly earnings for Big Tech. And you know what that means... time for Wall Street to freak out over CapEx spend related to AI build-out once again. Sure enough, Google went first and upped their forecasted spend pushing the range past $200B for the first time. The market puked. Next up, Meta. They simply raised the low-end of their previous guidance (to $130B up from $125B). The market puked. 1 Then there's Microsoft...

source & further reading
spyglass.org — original article How to Lose AI in 10 Days Google (Again) Clearly Needs to Unite Their AI Clans OpenAI Makes ChatGPT ChatGPT Again
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