🚨 FINANCE NEWS :Microsoft (MSFT) has erased over $1,000,000,000,000 in market capitalization as shares have fallen more than 27% from their all-time high amid concerns over AI spending.
On July 31, 2025, Microsoft shares reached an all-time high of $555.45, giving the company a market cap of $4.13 trillion. Since then, the stock has plunged more than 27% to around $400, reducing its market value to about $3 trillion.
1. Microsoft's quarterly AI spending (CapEx) ballooned to $37.5 billion, leading to fears that they are building data centers faster than they can find customers.
2. It was revealed that 45% of Microsoft’s cloud backlog is tied specifically to OpenAI, which investors view as a massive "single-point-of-failure" risk.
3. Even though Azure grew 38%, investors were "whispering" about 40%+, and the slight miss triggered a massive sell-off.
