Dave Lee

Microsoft Has Lost Its AI Sparkle

All this AI polyamory has put Microsoft’s eggs in a few more baskets, but it has also highlighted that Microsoft’s early mover advantage has run its course. The AI sparkle that illuminated a market value that more than doubled has diminished. Since their peak last October, Microsoft shares have fallen by about 11% and, until Wednesday’s close, had been flat since the start of 2026.

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#bloomberg #byme