Everyone's reading (https://www.cnews.com/2026/07/06/microsoft-cuts-2point1percent-of-employees-as-xbox-unit-downsizes-and-plans-to-spin-off-four-gaming-studios.html) as a sign of weakness — shrinking gaming revenue, strategic retreat. But the real story may hinge on whether MSFT can sustain its fortress balance sheet while redeploying capital.

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