---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39879572.md"
description: "$Microsoft(MSFT.US) I think the logic might be a bit different now. Previously, they said AI would replace SaaS, so these software stocks kept falling, but Microsoft is now collaborating with open claw"
datetime: "2026-04-13T18:44:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39879572.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39879572.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39879572.md)
author: "[裴越](https://longbridge.com/en/profiles/22438247.md)"
---

# $Microsoft(MSFT.US) I think the logic might be a b…


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## Comments (2)

- **退场 · 2026-04-13T19:09:54.000Z · 👍 1**: I believe AI will kill software stocks, but I don't believe it will kill Microsoft. If Microsoft were that easy to kill, it would have died long ago and wouldn't have become a perennial stock in the US market. Moreover, it is heavily involved in AI itself, being one of the three major cloud giants, 
  - **我的最爱** (2026-04-13T20:06:08.000Z): Many countries are de-Microsofting.