Microsoft (MSFT) Stock Slides-Can AI Spending Pay Off?
TLDR
- MSFT stock fell below $380 as investors reassessed Microsoft’s rising AI infrastructure spending.
- Morgan Stanley raised concerns about hyperscaler creditworthiness as data center costs continue to climb.
- Microsoft approved the first phase of IREN’s 200MW deployment under a cloud agreement valued at about $9.7 billion.
- Microsoft’s expanded AMD partnership gives Azure more hardware options beyond Nvidia-based systems.
- Fiscal Q4 2026 revenue reached $90.01 billion, while Azure revenue grew 43% year over year.
Microsoft (MSFT) stock fell below $380 amid Microsoft’s AI infrastructure costs and concerns about hyperscaler credit quality. Morgan Stanley’s warning added pressure as markets questioned whether spending can deliver enough revenue and profit.
MSFT Stock Slides as Spending Concerns Return
Microsoft shares dropped 3% as investors focused on costs for data centers, chips, networking equipment and power. The company keeps expanding Azure capacity for AI services and cloud demand.
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