this post was submitted on 30 Jan 2026
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639
Microsoft lost $357 billion in market cap as stock plunged most since 2020 (www.cnbc.com)
submitted 1 day ago by sorghum@sh.itjust.works to c/technology@lemmy.world
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My biggest impressions from the article

Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock’s sharpest daily decline since March 2020.

Microsoft’s finance chief, Amy Hood, argued that the cloud result could have been higher if it had allocated more data center infrastructure to customers rather than prioritizing its in-house needs.

“If I had taken the GPUs that just came online in Q1 and Q2 in terms of GPUs and allocated them all to Azure, the KPI would have been over 40,” she said.

Analyst Ben Reitzes of Melius Research, with a buy rating on Microsoft stock, said during CNBC’s “Squawk on the Street” on Thursday that Microsoft should double down on data center construction.

“I think that there’s an execution issue here with Azure, where they need to literally stand up buildings a little faster,” he said.

LMAO, the analysts and C level execs are going to accelerate the fall of Micro$lop.

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[–] Awesomejt@lemmy.world 17 points 21 hours ago (1 children)

Apple did jump in but then backed out once it was clear their offering wasn't even close to the competition. Remember their big push on Apple Intelligence and how most of the features they promised never materialised?

While the back-peddalling was embarrassing at the time, I agree that their cautious approach since will probably work out better than Microsoft going forward.

[–] peopleproblems@lemmy.world 10 points 19 hours ago (1 children)

If I had to guess, at least in the past, Apple has typically listened to its engineers. Maybe not as well as like Valve.

[–] W98BSoD@lemmy.dbzer0.com 6 points 17 hours ago (1 children)

If I had to guess, at least in the past, Apple has typically listened to its engineers.

The AirPower would like a word.