this post was submitted on 30 Jan 2026
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414
Microsoft lost $357 billion in market cap as stock plunged most since 2020 (www.cnbc.com)
submitted 14 hours 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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[–] Binturong@lemmy.ca 13 points 7 hours ago (1 children)

I'm still on the fence as to whether their current CEO is just a complete business illiterate, or some kind of corporate Manchurian candidate... It's sure LOOKS like malicious mismanagement to me, a nobody pleb.

[–] Pringles@sopuli.xyz 4 points 5 hours ago (1 children)

I initially thought he was great. Their cloud business was booming, it looked like they were converging their tools, windows 10 had its flaws but was pretty good. But now the tools are an enormous mess because they have changed their minds 5 times over, Windows 11 is complete dogshit and all the tools that are actually handy are paywalled behind expensive licences. Copilot is being forcefed to unwilling users and every single one of their tools is becoming worse.

So yea, I think he's a business illiterate because there is no strategy behind this mess.

[–] grumpasaurusrex@lemmy.world 3 points 2 hours ago

The story I've heard is that he took a nosedive in effectiveness as CEO when his son died in 2022 (https://www.nbcnews.com/news/us-news/microsoft-ceo-satya-nadellas-son-dead-26-company-says-rcna18320). No idea how true that is, but 2022ish does seem to have been a turning point for Microsoft in terms of strategy and how well the company is run.