Microsoft stock is down over 24% year-to-date in 2026, its worst annual start since the dot-com era, as investors balk at a $190B AI capex plan.

Wall Streets AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate sufficient returns. While hyperscalers such as…

Alphabet and Amazon face investor backlash over combined $375B+ in 2026 AI capex plans, with hyperscaler spending on track to reach $725 billion this year.

Microsoft stock is headed for its worst month since 2000. Here's why Wall Street is punishing AI infrastructure spending.

Microsoft Corp (NASDAQ:MSFT) shares are sliding on Thursday. Stifel reduced its price target and maintained its Hold rating.

Microsoft stock is down over 24% year-to-date in 2026, its worst annual start since the dot-com era, as investors balk at a $190B AI capex plan.