Microsoft is expected to report its slowest quarterly revenue growth in a year on Wednesday, while investors await signs of AI demand amid growing worries about the slow payoff from hefty investments in the technology. There’s “a wall of worry” around Microsoft’s earnings, Morgan Stanley analysts said, pointing to “ramping capital expenditures, margin compression, lack of evidence on AI returns, and messiness post a financial resegmentation.”
Source: Microsoft’s AI demand under scrutiny as investors seek payday
