---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42653243.md"
description: "$Microsoft(MSFT.US)$IBM(IBM.US)$Oracle(ORCL.US)Today's situation with IBM confirms a long-standing fear: the software-hardware seesaw is a real dynamic. Corporate budgets are truly being consumed by semiconductors, memory, and storage, leading to revenue issues for software companies.However, I still think Microsoft is purely a victim of the 'software stock' label. Personally, I remain relatively confident in Microsoft, but for other software stocks, one indeed needs to be extremely cautious."
datetime: "2026-07-14T12:34:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42653243.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42653243.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42653243.md)
author: "[纳斯达克小作手进行录](https://longbridge.com/en/profiles/16370765.md)"
---

# $Microsoft(MSFT.US)$IBM(IBM.US)$Oracle(ORCL.US)Tod…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [IBM.US](https://longbridge.com/en/quote/IBM.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

## Comments (1)

- **存储半导体牛 · 2026-07-14T12:57:04.000Z**: This springboard has nothing to do with Oracle! Nothing can make it rise.