Microsoft Falls 25% as AI Spending Surge Raises Growth Questions [Yahoo! Finance]
Microsoft Corporation (MSFT)
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Source: Yahoo! Finance
Microsoft ( NASDAQ:MSFT ) is increasingly sitting at the center of two pressures that could define its near-term trajectory, as the company pushes deeper into artificial intelligence spending while investors begin to question how quickly those investments may translate into stronger revenue growth. At the same time, concerns are emerging that AI-native players such as Anthropic and OpenAI could move closer to end customers, potentially reshaping how software is consumed and creating pressure on Microsoft's core businesses. Jonathan Cofsky of Janus Henderson noted that some customers could choose to engage directly with AI vendors rather than pay Microsoft, a shift that might weigh on pricing and margins if it gains traction. Warning! GuruFocus has detected 1 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. That tension is starting to show up in the stock. Shares are down about 25% in the first quarter, putting Microsoft on track for
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