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Microsoft’s 36% slide reveals a deeper AI problem

Microsoft’s 36% slide reveals a deeper AI problem

vm_adminMarch 30, 2026

By Peter Cohan
Publication Date: 2026-03-30 14:52:00

The plunge in Microsoft stock is raising new doubts about the company’s AI strategy as Copilot adoption lags and Claude gains ground. Here’s what investors should keep an eye on.

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