Watching for B. When it grow.

Watching for B. When it grow. The sideline like data center will follow.

Microsoft Surges 3.66% Friday on Reported Massive Data Center Expansion Plans

Microsoft jumped 3.66% Friday, leading large-cap peers, after reports emerged of a sweeping data center expansion initiative that refocused the market on whether Azure can justify the capital outlay. Simultaneously, media citing Michael Burry flagged a coming reckoning for big tech AI — naming Oracle's $664 billion backlog — underscoring lingering uncertainty over AI investment returns. Is Microsoft's latest data center bet an AI-era moat — or the landmine Burry warned about?

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