Part 3/9:
Microsoft's stock only increased by 12% over the past year, a stark contrast to the broader "Magnificent Seven" tech stocks, emphasizing its grounds for a cautious outlook among investors. Analysts pointed to additional pressure from the expense of artificial intelligence (AI) investments, with capital expenditures soaring from roughly 12% to over 25% of revenues in recent years. This rapid increase highlights uncertainty among these giant companies as they evaluate their ongoing expenditures and ROI.