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Microsoft's July 30, 2026 earnings may have answered the biggest question facing the AI market. Investors weren't looking for another strong quarter. They wanted to know one thing: Would Microsoft slow its AI infrastructure spending? Instead, the company reaffirmed its commitment to AI and continued expanding capital expenditures (CapEx). That single message helped restore confidence across the AI supply chain. Semiconductor and memory stocks rallied as investors concluded that demand for AI infrastructure remains intact—for now. The bigger question isn't whether AI spending is strong today. It's whether this pace of investment can be sustained over the next several years. That answer will shape the next phase of the AI trade. #AI #Microsoft #Semiconductors #Tech #CapEx #Markets