this post was submitted on 30 Jan 2026
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517
Microsoft lost $357 billion in market cap as stock plunged most since 2020 (www.cnbc.com)
submitted 6 days 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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[–] kek@discuss.tchncs.de 44 points 6 days ago (16 children)

This would be great, but unfortunately would not make number go up. That is all they care about now.

[–] Olap@lemmy.world 30 points 6 days ago (14 children)

I dunno. Windows 11 sales have been crap. People aren't buying new machines due to it. Relaunch 12 as privacy focussed, AI enabled (but optional), and they could see a bounce. Double down on Office, keep a steady improvement on Azure, and see Xbox as a growth opportunity. Microsoft could avoid the AI slump

Notice how Apple have not jumped all in. They are anticipating the storm and are well prepared to weather it out

[–] Deceptichum@quokk.au 17 points 6 days ago (5 children)

Windows & Xbox are like 16% of M$'s revenue, they're not that important to the company.

[–] Olap@lemmy.world 9 points 6 days ago (1 children)

Exactly, both are under performing. New CEO should be fixing that

[–] Deceptichum@quokk.au 10 points 6 days ago (1 children)

But they don't give a shit about them, they cater to companies first and foremost.

[–] Olap@lemmy.world 6 points 6 days ago (1 children)

Companies care about Windows for sure

[–] W98BSoD@lemmy.dbzer0.com 2 points 6 days ago

They care that they’re running it.

Past that, they don’t care.

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