By Omor Ibne Ehsan
Publication Date: 2026-01-20 16:48:00
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Microsoft (NASDAQ:MSFT) has been sliding since October despite the company posting strong results. It is down over 16% since the start of November, and the slide looks to be getting worse, even though there isn’t a scare of any kind.
This is rather puzzling, as Microsoft is a key part of the AI buildout and one of the fastest-growing hyperscalers. Its Azure cloud computing platform is set to overtake AWS as the largest on the block. Azure is especially popular with AI clients like OpenAI. Last year, the company made headlines with its $80 billion spending commitment, something that is surely set to rise as none of the AI companies have hinted that they’re slowing things down.
Microsoft is now the fourth largest company, behind Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG, NASDAQ:GOOGL), and Nvidia (NASDAQ:NVDA). At a time when everything that can go right is going right… What gives?
