Microsoft Set for Worst Quarter Since 2008

https://finance.yahoo.com/news/microsoft-set-worst-quarter-since-103556906.html

17•dvfjsdhgfv•1h ago

Comments

rvz•1h ago

This is a leading indicator for what is to come after the IPOs of SpaceX, OpenAI and Anthropic this year.

and it is not good.

throwaway132448•47m ago

With any luck they've missed their exit dumping window.

x0x0•31m ago

spacex is particular is desperately searching for a bagholder. Leveraging the obvious synergies between rockets (a mediocre business), xai (a horrid business), and social media that lost more than half it's already modest revenues...

vrganj•1h ago

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

toomuchtodo•1h ago

https://www.lynalden.com/march-2026-newsletter/ (control-f “The Investment Implications of Chaos”)

Not investing advice, I’ve reallocated away from US domestic equities to international equities (VXUS) as a majority of a portfolio. This hedges against a correction from overweight Mag 7 exposure and US economic growth impairment from current policies (imho).

https://www.axios.com/2026/03/27/stocks-trump-iran-nasdaq

https://totalrealreturns.com/n/VTI,VXUS?start=2025-01-20

https://www.apolloacademy.com/sp-500-concentration-approachi...

iugtmkbdfil834•58m ago

Dunno, but yesterday was the first time ever I felt confident shorting nearly across the board. Nearly.

2OEH8eoCRo0•50m ago

I think a crash is coming and I do nothing. I rebalance my stock/bond split and keep a large emergency fund as per usual.

gedy•28m ago

You can go all cash so not risking leverage via shorts, etc. But a lot of folks think that's dumb. I feel better being in cash right now as the mental stress of big loses in middle age is not worth the missed gains if I'm wrong. To each their own.

chistev•17m ago

If everyone (most people) think the same, shouldn't you do the opposite?

Be fearful when others are greedy, and greedy when others are fearful. Etc.

whobre•23m ago

In stock price, no the earnings

VirusNewbie•19m ago

Microsoft is one of the least likely large companies to benefit from an AI boom. They don’t have the capacity to support OpenAI and their own foundational models, they aren’t providing a compelling story for wrapping OpenAI, windows continues to suck…

OpenAI signed an agreement with GCP , that should say a lot.

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