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Expect Microsoft to Be Anything But Slow For The Rest of September

Microsoft has quietly shed ground over the past week even as its cloud backlog swells to a staggering size, and the tension between exploding capex and accelerating revenue growth makes September a pivotal moment for investors deciding whether to act or wait.

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Stocks· September 11, 2026 at 12:45 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Microsoft has quietly shed ground over the past week even as its cloud backlog swells to a staggering size, and the tension between exploding capex and accelerating revenue growth makes September a pivotal moment for investors deciding whether to act or wait.

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