BREAKING
Microsoft Drops Over 20% in June
0
$
June 25 low
0
$
June 26 close
0
%
down year to date
0
B
AI revenue run rate
0
%
AI revenue YoY
0
%
Azure growth
0
B
FY2026 capex
The Market Is Split
Supporters
Moat
●
MAI models and Maia chips
●
Enterprise-specific agents
●
Specialization as advantage
Skeptics
Risk
●
Capex to cash unclear
●
Software cash cow strained
●
Weighing usage-based pricing
Demand vs Spending Burden
AI NEWS BLITZ
Microsoft shares plunged more than twenty percent in June, their worst month since 2000.