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.
Wall Street sent Big Tech a new message: AI spending alone isn't enough. Microsoft's restraint sparked a massive stock rally.
This article was originally published at: https://www.businessinsider.com/microsoft-blinked-ai-cape...