The Great Rotation: Fade Dying Tech Stars

05:25pm, Tuesday, 24'th Mar 2026
AI spending is taking no prisoners and is crushing the cash flows of the biggest names in the Technology sector.
On March 24, 2026, choppy, oil-driven trading and fresh AI disruption fears pressured major U.S. indexes.
"We have to protect children, or we don't deserve to be in business," says Microsoft President Brad Smith, describing how the company builds safeguards into its AI systems.
Nancy Tengler, CEO & CIO of Laffer Tengler, was "expecting a lot of chop" in 2026 but sees markets are moving in the right direction. Her firm recently added positions to Palantir (PLTR), Microsoft (M
Microsoft stock hits a new low on Tuesday as shares continue their tumble after the company gave a weak outlook for the current quarter.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock is sliding approximately 2% to 3% in Tuesday trading, with shares hovering around $374.
Everhart Financial Group Inc. boosted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 2.5% during the undefined quarter, according to the company in its most recent Form 13F filing w
The site, adjacent to Oracle and OpenAI's Stargate campus, was secured from developer Crusoe after earlier negotiations with Oracle and OpenAI collapsed over financing issues and shifting requirements
Microsoft Corp. President Brad Smith says the company puts its own safety guardrails around artificial intelligence. He speaks during a panel discussion at CERA Week in Houston.
"Demand is not theoretical anymore" in AI, says Lisa Martin, pointing to accelerating compute demand offering a lift for the tech sector. She believes there's plenty of winners in the space, including
Microsoft has agreed to rent a data center project in Texas that ​was originally being developed for Oracle ‌and OpenAI, Bloomberg News reported on Tuesday, citing people familiar with the situati
Microsoft Corporation remains well-anchored as a leading platform and ecosystem leader, staying incredibly resilient amid broad software sector pessimism and SaaS selloffs. MSFT's new E7 bundle, price
SAN FRANCISCO--(BUSINESS WIRE)--RSA today announced expanded support for the new Microsoft 365 E7: The Frontier Suite solution at RSAC Conference 2026. This new support joins additional passwordless c
U.S. stock indexes fell in morning trading, with Salesforce and IBM weighing heavily on the Dow Jones Industrial Average, according to market data.The Dow trade
Microsoft (MSFT) shares moved lower on Tuesday even as Bank of America resumed research coverage with a positive rating and a higher valuation outlook.The broke
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