#software-sector-downturn

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Artificial intelligence
from24/7 Wall St.
2 days ago

Microsoft's Worst Start Since 2008. Should You Buy the Dip?

Microsoft's stock decline stems from investor skepticism about AI spending returns, with capital expenditures surging to $64.6 billion while revenue growth remains on its pre-2019 trajectory, causing concerns about whether massive AI investments justify their costs.
Business
from24/7 Wall St.
1 month ago

Here's How Michael Burry's Shorts Are Doing So Far in 2026

Michael Burry's large put positions against Palantir and Nvidia have produced gains, with Palantir down 35% and further declines forecasted.
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