$Microsoft(MSFT.US) The word "brutal" is not enough to describe it…
Microsoft faces a dual blow from AI gambles and business disruption threats, experiencing its worst quarterly stock performance since 2008
Microsoft faces a dual dilemma, with huge capital expenditures and AI startups threatening its core business, leading to its worst stock performance since 2008. The stock has fallen about 23% year-to-date and is expected to record its largest quarterly decline. Capital expenditures are projected to reach $146 billion in fiscal 2026, but revenue growth has not kept pace, Azure cloud computing growth has slowed, and AI product adoption is limited. Analysts are cautious about future stock performance
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