# Meta, Microsoft, and the AI Capex Divide - Barron's

*Источник: Barron's*
*Дата: 2026-07-30*
*Язык: en*

<a href="https://news.google.com/rss/articles/CBMie0FVX3lxTE95VFJxRm1GSE82NUhwWl9Gc3c4Y1Z0ZmlNU3h0VmNVSkdhRlkxUHF6UGZvLU91b08zTFIzYXdSazhnTFVKM2xlVzFjMlFUdDVvdkllM19Ickw2eTRpMjlrVWJza0t5YnlzbzN0c2hTRTlnd2xrQ3dNakduQQ?oc=5" target="_blank">Meta, Microsoft, and the AI Capex Divide</a>&nbsp;&nbsp;<font color="#6f6f6f">Barron's</font>

[Оригинал](https://www.barrons.com/articles/microsoft-stock-meta-ai-capex-c664dbc7)