On Thursday, Wedbush analyst Dan Ives said that Wall Street is punishing software stocks like Salesforce Inc. (NYSE:CRM), ServiceNow Inc. (NYSE:NOW) and Microsoft Corp (NASDAQ:MSFT) as if they are no longer relevant Read More
February 9, 2026
Tags :Microsoft Corp
(Bloomberg) — Wall Street’s apprehension about the cost of developing artificial intelligence technology has been simmering beneath the surface of the stock market for months. Now it’s starting to boil over. Microsoft Corp. (MSFT)Read More
Software stocks are witnessing their worst month since the Lehman Brothers collapse. Investors are now reassessing whether traditional business models can withstand the rapid advance of artificial intelligence. The iShares Expanded Tech-Software Sector ETF (NYSE:Read More
This article first appeared on GuruFocus. Microsoft Corp. (NASDAQ:MSFT) shares came under heavy pressure after its latest earnings release, with Microsoft closing down 10% on Thursday and wiping roughly $357 billion from its market value in Read More
(Bloomberg) — Microsoft Corp. shares got caught up in a selloff Thursday that wiped out $357 billion in value, second-largest for a single session in stock market history. The software giant’s stock closed down 10%, its biggest Read More
(Bloomberg) — The world’s largest tech firms show no signs of easing up on AI spending, a record wave that’s propelling hardware providers like Samsung Electronics Co. and SK Hynix Inc. That’s even Read More
Counterpoint Research says the race to build custom AI silicon is accelerating, with hyperscalers scaling internal chips to meet surging demand. Leading cloud and AI providers, including Alphabet Inc.’s (NASDAQ:GOOGL) Google; Amazon.com, Read More
This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials) is ramping up its artificial intelligence infrastructure ahead of its fiscal second quarter earnings report, winning approval to build 15 additional data centers in Mount Pleasant, Read More