The market is taking a sledgehammer to software stocks, dragging down the tech sector.

Microsoft: I Bought This Dip

05:26pm, Tuesday, 10'th Feb 2026
Microsoft has just experienced a sell-off due to fears about rising CAPEX. Investors tend to correlate CAPEX with Azure growth too directly and ignore other initiatives of Microsoft. Rising CAPEX (66%
Expand NASDAQ: MSFT Microsoft Today's Change (-0.09%) $-0.39 Current Price $413.21 Key Data Points Market Cap $3.1T Day's Range $412.70 - $423.68 52wk Range $344.79 - $555.45 Volume 2M Avg Vol 30M Gro
Market Domination anchor Josh Lipton breaks down the day's market moves for February 10, 2026. Google's parent company, Alphabet, is selling a 100-year bond to investors.
Fresh optimism about OpenAI's finances is boosting some corners of the AI trade.
Nvidia still controls approximately 92% of the GPU market even as competition heats up. Microsoft stock's latest rout was based on overblown fears of slowed growth and increased spending.
Major stock indexes were mixed Tuesday, with the Dow Jones Industrial Average setting a fresh all-time high for a third consecutive session. Meanwhile, Treasury yields ticked lower after delayed U.S.
UBS downgraded the U.S. technology sector to neutral on Tuesday, citing pervasive uncertainty in the software industry and the likelihood that AI infrastructure spending will moderate soon.
Software stocks have been pummeled on worries that AI will start eating into their business. EMJ Capital founder and president Eric Jackson says he is "very bullish" on AI, but that the sell-off in le
Over the past few months, shares of the hyperscalers — an elite group of Big Tech names — have gone from market leaders to market laggards.
Online platforms may have to do more to fight cyberbullying, the European Commission said on Tuesday as it announced a slew of measures to tackle a problem that affects one in six children and sparked
The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for
Catalyst Funds chief investment officer and senior portfolio manager David Miller and Marketgauge.com chief strategist Michele Schneider join Morning Brief host Julie Hyman to share some of their top
J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound.
Microsoft is exploring using superconducting power lines in its data centers, which could potentially accelerate its massive U.S. build-out of the server warehouses by making them more energy-efficien
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