Is it time to panic on the "safest" tech giant?Shares of tech giant Microsoft (MSFT 1.57%) fell on Wednesday, retreating as much as 3% early in the day before recovering to just a 1.6% decline as of 12:34 PM EDT.This morning, tech news outlet The Information published a story that may have sent fears down the spines of Microsoft investors, and really all investors bullish on the prospects of generative AI.However, Microsoft later denied the story, which led to the modest recovery. Still, a larger issue rema ...

Microsoft Shares Drop After Reportedly Lowering Expectations For AI Product Demandhttps://t.co/q6htSGMRoL https://t.co/CXIuWiNN2V ...

Wall Street has been in a wavering mode lately, thanks to concerns related to rich artificial intelligence (AI) valuations. Investors have grown increasingly cautious amid mounting economic uncertainty and stretched market valuations. Concerns over inflated stock prices, mainly in AI-related momentum names, have kept Wall Street under pressure.The European Central Bank (ECB) warned in its Financial Stability Review that global equities remain elevated, with rising concentration among major U.S. hyperscalers ...

The "Magnificent Seven" (Mag 7) stocks have been the undisputed engines of the equity market's recent ascent, drastically outperforming the S&P 500 for much of the past year. This trend continued into the third quarter of 2025, as the cohort solidified its dominance by reporting earnings growth that outperformed the broader index. Notably, the Mag 7 group’s third-quarter earnings increased 28.3% year over year on 18.1% higher revenues, whereas 94.8% of the S&P 500 Index’s total membership reported earnings ...

Adjusting sales quotas early in the fiscal year is not surprising, says one analyst who sees weakness in the stock as a buying opportunity. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

PLUS. >> MICROSOFT SHARES UNDER SOME PRESSURE, BUT OFF THE LOWS OF THE DAY AFTER REPORTING FROM OUR OWN STEVE KOVACH. MICROSOFT PUSHING BACK ON THESE REPORTS THAT IT HAS LOWERED ITS AI SOFTWARE SALES TARGETS.COMPANY OUT WITH A NEW STATEMENT A FEW MOMENTS AGO, SAYING THE INFORMATION STORY INACCURATELY COMBINES THE CONCEPTS OF GROWTH AND SALES QUOTAS, WHICH SHOWS THEIR LACK OF UNDERSTANDING OF THE WAY A SALES ORGANIZATION WORKS AND IS COMPENSATED. AGGREGATE SALES QUOTAS FOR AI PRODUCTS HAVE NOT BEEN LOWERED, ...

Microsoft was down nearly 2% after reports it cut AI-related sales quotas. The company pushed back on that claim, which helped the stock rebound from session lows, but not enough to flip the tech group. Nvidia was slightly lower, and Broadcom slipped more than 1%. Same with Micron — down more than 1% as the AI complex took a breather. Sellers pushed on that pocket, but buyers elsewhere stepped in to offset the pressure.What’s Driving Sector Rotation TodayEnergy leads by a wide margin, up 1.6%, with financia ...

## **The Cost of Climate Change: $1,300 Per Year for US Households**53 minutes agoResearchers have put a price tag on how much climate change costs you, and the price can be steep depending on where you live.Households in the 10% of U.S. counties most affected by climate change pay an average of $1,300 a year in extra costs, according to a study released Monday by researchers at the University of California Los Angeles and MIT, published by the National Bureau of Economic Research. The average nationwide is ...

Think the adoption is going to be volatile. I think every company is going to have its own experiences. And the problem is we're going to get flooded with these individual narratives and it's going to weigh on the tape and it's going to hit certain names more than others.And then overall, the question is how long to product, how long to profitability and productivity. The volatility, I mean, isn't in the whole market, right. It's just a concentrated on these few names that move it.It doesn't seem that sever ...