---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40017046.md"
description: "$Microsoft(MSFT.US)Microsoft's current problem is being dragged down by IGV. Honestly, Antropic has a significant impact on most software companies, but Microsoft and Oracle are exceptions. However, as long as these two are still in IGV's portfolio, they will be dragged down by other companies."
datetime: "2026-04-18T00:39:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40017046.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40017046.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40017046.md)
author: "[神余](https://longbridge.com/en/profiles/18513234.md)"
---

# $Microsoft(MSFT.US)Microsoft's current problem is …


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