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- Jan 30 Microsoft tanks as CapEx grows but Azure outside OpenAI usage is slowing
Jan 30 Microsoft tanks as CapEx grows but Azure outside OpenAI usage is slowing
$SBUX $DUOL $ASML
Mukund Mohan
January 29, 2026
Market
“The 11%+ drop on Microsoft for the day is among the top 10 worst drops for the company in its history losing $300B in a day” 😊 😋
Microsoft weighed heavily on NASDAQ
The issue with $MSFT ( ▼ 9.99% ) was not so much the Capex, which is way far ahead of the demand, but the slowing Azure growth, which if $AMZN ( ▼ 0.53% ) and $GOOGL ( ▲ 0.67% ) show to be growing just fine, puts a lot more pressure on the company.
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