Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google

Microsoft Corp (NASDAQ:MSFT) shares are down Friday morning as the investors continue to weigh its competitive position in the AI space. This decline comes amid the S&P 500 and Nasdaq-100 trading flat to start 2026. Analyst Touts Azure's Gains, Flag Risks For Google's Model On Wednesday, John Freeman, co-founder and senior analyst at Ravenswood Partners, discussed the potential impact of Microsoft's Azure on Alphabet Inc’s (NASDAQ:GOOGL) AI business, suggesting that Google's traditional revenue model coul ...