Published: Jan. 14, 2026 at 3:32 p.m. ET
When you ask information-technology executives where they’re growing their artificial-intelligence spending, they’re most likely to mention Microsoft, according to Morgan Stanley analysts.
But investors have treated Microsoft’s stock
MSFT with skepticism recently. It’s down 10% over the past three months, corresponding with persistent weakness in the software sector.
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Microsoft’s stock may be an AI winner — but it’s not acting like one
Published:
When you ask information-technology executives where they’re growing their artificial-intelligence spending, they’re most likely to mention Microsoft, according to Morgan Stanley analysts.
But investors have treated Microsoft’s stock
MSFT with skepticism recently. It’s down 10% over the past three months, corresponding with persistent weakness in the software sector.
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