Microsoft (MSFT) stock has lagged several of its big-tech peers over the past three months, which comes as a surprise given the company’s consistently strong financial results over the past several quarters. The primary factor weighing on Microsoft shares is growing concern about its rapidly expanding capital expenditure (CapEx), particularly amid fears of an artificial intelligence (AI) bubble. During the first quarter of the current fiscal year, Microsoft spent $34.9 billion on CapEx, well above its ea ...