Скачать или смотреть MSFT Stock: AI Narrative Remains Intact Long-Term Despite Near-Term Frustration

Microsoft (MSFT)** is trending as investors voice growing frustration over the stock’s recent lagging performance, especially when compared to other mega-cap tech names that have surged on AI enthusiasm. This underperformance comes despite several positive developments in Microsoft’s AI and cloud businesses, leaving many investors debating whether the company’s heavy AI spending is being fully appreciated — or properly monetized — by the market.

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Sentiment took another hit after a *bipartisan coalition of state attorneys general* issued a letter on **Wednesday, Dec. 10**, targeting Microsoft and other major tech companies. The group warned about **AI chatbot safety risks**, calling for **independent audits, stricter oversight, and enhanced safeguards**. The timing of the letter added regulatory pressure across the sector and coincided with roughly a **3% drop in MSFT shares**, amplifying concerns about increased scrutiny of AI products just as Microsoft is trying to scale them globally.

Within the trading community, discussion is heating up. Some argue that Microsoft’s massive AI investments — from model integration across Copilot, Azure, and enterprise tools to deeper partnerships with leading AI labs — are poised to generate substantial revenue in 2025 and beyond. Others are less convinced, suggesting that the short-term payoff is murky while operating expenses and regulatory risks continue to rise.

Adding to the uncertainty is renewed chatter around **intensifying competition in the AI chip market**, where rivals are pushing hard to challenge Nvidia’s dominance and win cloud provider partnerships. Traders are debating how this shifting landscape may impact Microsoft’s cloud margins and the company’s strategy for specialized AI hardware.

Overall, MSFT’s trendiness today reflects a mix of *regulatory pressure, valuation debate, competitive dynamics**, and the market’s broader question: *When will Microsoft’s massive AI bet fully show up in the stock price?