Microsoft lost $357 billion in market cap in earnings plunge

In a historic single-day drop, Microsoft's stock fell ~10% on January 29, 2026—its steepest decline since March 2020. The sell-off wiped out $357 billion in market value, closing its cap at $3.22 trillion.

Key drivers from the earnings report:

· Azure cloud growth of 39% slightly missed estimates.
· Weak revenue guidance for the Windows-led PC segment.
· CFO Amy Hood noted AI compute capacity was prioritized for internal projects like Microsoft 365 Copilot over customer data center supply.

Analysts are split: some urge faster data center build-out, while others defend the long-term strategy, viewing capacity constraints as temporary.

The reaction underscores market nerves about execution in the AI race, even as leadership stresses focus on sustainable growth over short-term performance.
https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html

#Microsoft #StockMarket #Earnings #Investing #CloudComputing #Azure #AI #BusinessNews #Finance #Tech

With calls growing to reduce reliance on American companies, here's a clear table of companies who pay tax to the current government in the USA along with alternative companies who don't.

#broadband #mobile #streaming #banking #cloudcomputing #OperatingSystem

#BoycottUSA #BoycottTrump

The Kubernetes Course https://leanpub.com/courses/leanpub/thekubernetescourse by Nigel Poulton is the featured course on the Leanpub homepage! https://leanpub.com #CloudComputing #Kubernetes #Docker #Devops #ComputerProgramming

Find it on Leanpub!

Microsoft just unveiled Maia 200, a 3nm AI inference accelerator designed to undercut Nvidia, Amazon Trainium and Google TPU on performance‑per‑dollar. 🤖
With 10+ PFLOPS FP4, ~5 PFLOPS FP8 and 216GB HBM3e, one Maia 200 node can comfortably run today’s largest models with headroom for bigger ones, while promising ~30% better performance per dollar than Microsoft’s prior hardware.
🔗 https://techglimmer.io/what-is-maia-200-chip-maia-chip/

#Maia200 #Microsoft #AI #Azure #CloudComputing #FediTech

Microsoft's Maia 200 AI Chip: The Battle Against Nvidia Just Got Real

Remember when Microsoft relied entirely on Nvidia for its AI computing power? Those days are officially over. This week, Microsoft launched the Maia 200. Its

techglimmer.io
Maia 200 is Microsoft's new 3nm AI accelerator for inference, promising higher performance per dollar for massive models on Azure and signalling a serious challenge to Nvidia's long running dominance.
#Maia200 #Microsoft #AI #CloudComputing

Overtaken by Siemens: SAP tumbles on the stock market

SAP's cloud revenues are not growing as fast as expected – and the AI narrative isn't taking off either. The stock is losing significant ground.

https://www.heise.de/en/news/Overtaken-by-Siemens-SAP-tumbles-on-the-stock-market-11161007.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#Börse #CloudComputing #IT #SAP #Siemens #Wirtschaft #news

Overtaken by Siemens: SAP tumbles on the stock market

SAP's cloud revenues are not growing as fast as expected – and the AI narrative isn't taking off either. The stock is losing significant ground.

heise online
☁️ Transição do VMware para o Apache CloudStack: Alternativa open source que elimina custos de licenciamento! 🚀 Transforme sua TI em um ambiente mais lucrativo e competitivo. 👉 https://linuxsolutions.com.br/vmware-para-o-apache-cloudstack/?utm_source=dlvr.it&utm_medium=mastodon #CloudComputing #ApacheCloudStack #VMware #OpenSource

🏠 Domotique piégée par le cloud
//

En Russie, des objets connectés se bloquent : applications introuvables, cloud inaccessible, mises à jour impossibles, activations bloquées.

Quand la maison connectée devient prisonnière du cloud, la domotique tourne au cauchemar.
--> https://www.zataz.com/mises-a-jour-bloquees-la-domotique-piegee-par-le-cloud/

#iot #domotique #cloudcomputing #zataz @Damien_Bancal

Von Siemens überholt: SAP taumelt an der Börse

SAPs Cloud-Umsätze wachsen nicht so schnell wie erwartet – und die KI-Erzählung zündet auch nicht. Die Aktie lässt gewaltig Federn.

https://www.heise.de/news/Von-Siemens-ueberholt-SAP-taumelt-an-der-Boerse-11160816.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#Börse #CloudComputing #IT #SAP #Siemens #Wirtschaft #news

SAP-Aktie stürzt ab – CEO Klein: „Egal, was der Markt meint“

SAPs Cloud-Umsätze wachsen nicht so schnell wie erwartet – und die KI-Erzählung zündet auch nicht. Die Aktie lässt gewaltig Federn.

heise online