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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[–] LoafedBurrito@lemmy.world 8 points 16 hours ago (1 children)

Attending those meetings must be soul crushing. The entire point of the call is to take advantage of your customers more, get more money out of them, and get more wasteful data centers built.

WE DON'T WANT DATA CENTERS, WE HATE THEM.

I hope AI dies a fast and painful death and the PC world can get back to normal.

[–] D_C@sh.itjust.works 4 points 15 hours ago

I hope so, too. However when AI dies nothing will go back to normal. I have been waiting for things to go back to normal since the GPU shortage from the bitcoin shambles. Christ, I'm still using a 980ti and have given up buying new games (which, ironically, probably saved me enough money to buy a top line GPU)

They will find another way to manufacture some shortage or another to bump up the prices and gouge gouge gouge.