Small Cap Snipa(@SmallCapSnipa):HYPERSCALER CAPEX Q3 2026: Microsoft lowered its CY26 outlook to ~$170B from ~$175B, attributing the Q3 shortfall to the timing of delivery of third-party capacity. Google and Meta also came in light this quarter while Amazon beat expectations. $GOOGL $META $AMZN $MSFT

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

Joined February 2021

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Small Cap Snipa@SmallCapSnipa

2026.10.30 16:14

HYPERSCALER CAPEX Q3 2026: Microsoft lowered its CY26 outlook to ~$170B from ~$175B, attributing the Q3 shortfall to the timing of delivery of third-party capacity. Google and Meta also came in light this quarter while Amazon beat expectations. $GOOGL $META $AMZN $MSFT