INSANE: Analysts say we would be aggressive buyers on any pullbacks in microsoft stock should you be too - The Real Truth

The market can be a fickle beast. One moment, it is cheering; the next, it is sulking. On Oct. 29, when Microsoft (MSFT) dropped its latest earnings, the crowd gasped as shares slipped about 2.9% the following day. Funny thing is that the company beat expectations. 

Investors were simply spooked by Microsoft’s growing appetite for capital expenditures, which shot up 74% year-over-year (YOY) in the most recent quarter. Half of that spending went straight into GPUs and CPUs, fuel for Azure’s unrelenting hunger. CFO Amy Hood added that capital expenditure growth will accelerate even further this fiscal year.