微软业绩超预期但股价因利润率展望下跌

Core Insights - Microsoft (MSFT) shares dropped 11.8% in early trading on Thursday due to weak operational margin guidance and rising AI capital expenditures [1][2] Financial Performance - The company reported second-quarter revenue of $81.3 billion and earnings per share of $5.16 [1][2] - The cloud business achieved a significant milestone with $51.5 billion in revenue [1][2] Capital Expenditures - AI capital expenditures for the quarter reached $37.5 billion, contributing to concerns over future profitability [1][2]