(Bloomberg) -- Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track for its worst quarterly performance since the global financial crisis two decades ago.First, the software giant is doubling down on capital expenditures as Wall Street increasingly asks when investments in artificial intelligence infrastructure will produce more dramatic payoffs in revenue growth. And second, investors are selling software stocks over fears th
In recent years, most of their profits have come from their cloud products, and it seems every week is another problem from a change they have pushed. Another dodgy patch. They just seem to have lost their way, then went all in and doubled down on AI… I wouldn’t want any money invested in them
In recent years, most of their profits have come from their cloud products, and it seems every week is another problem from a change they have pushed. Another dodgy patch. They just seem to have lost their way, then went all in and doubled down on AI… I wouldn’t want any money invested in them