(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
At a guess, fear that the AI investment in OpenAI being a bust, Trump pissing off the allies leading to them looking for alternatives to the American tech stack, Iran war driving fear leading to overall pull back in the markets.
At a guess, fear that the AI investment in OpenAI being a bust, Trump pissing off the allies leading to them looking for alternatives to the American tech stack, Iran war driving fear leading to overall pull back in the markets.