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Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer Fortress
Key takeaways
- Apple authorized a $100 billion buyback while Services hit a record $31 billion quarterly, proving its capital-light model compounds without heavy infrastructure spending.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut.
- Microsoft (NASDAQ:MSFT) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate and Azure growth holding at 40%.
Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer Fortress Alex Sirois Mon, June 29, 2026 at 11:39 PM GMT+7 3 min read MSFT AAPL Quick Read Microsoft's capex consumed nearly half its operating cash flow in FY25 while AAPL spent just 4% and gained 42% as MSFT fell 24%.
Apple authorized a $100 billion buyback while Services hit a record $31 billion quarterly, proving its capital-light model compounds without heavy infrastructure spending.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
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