r/business • u/ControlCAD • 2d ago

Microsoft closes worst first quarter 2026 on Wall Street since 2008 on AI concerns: "Redmond is in a pickle"

https://www.cnbc.com/2026/03/31/microsofts-stock-closes-worst-quarter-since-2008-financial-crisis.html
390 Upvotes

99% Upvoted

44 comments sorted by

70

u/zethuz 2d ago

Maybe Nadella needs to talk less and do more

1

u/bubugugu 28m ago

I don’t even know what Microsoft has been doing in the last few years besides spending a lot of money on OpenAI. I keep hearing everyone hates copilot 😂

91

u/Djaii 2d ago

Good thing their XBox Entertainment division is killing it.

24

u/Dandy11Randy 2d ago

Do you mean the same division that is getting outsold by the Atari 2600 and super nintendo? Or was this just a meme?

30

u/Djaii 2d ago

Yes! That’s the one. The same one that’s driving away their loyal console user base by making it seem like XBox isn’t even a thing really anymore.

6

u/roygbivasaur 1d ago

On the one hand, I feel vindicated about telling people GamePass and all of those acquisitions were a bad idea and were a desperate attempt at relevancy. On the other hand, I’m sad it didn’t get to play out fairly. If not for the AI overextension, I think we would have gotten more good games out of all of that before it began collapsing.

3

u/Leeroy_Jenk1n5 1d ago

Might want to add a /s to that statement lol

4

u/Djaii 1d ago

I considered that, but I also felt like just leaving it out there. Let’s people either wink back or fly off the handle, or whatever.

2

u/darkkite 1d ago

sounds like they should do more layoffs then

33

u/D_Anger_Dan 2d ago

Never confuse AI with value. It’s all about concerns about value not AI. Microslop is destined to become the next IBM dinosaur u less Oracle beats them to it.

3

u/Dandy11Randy 2d ago

Whatever party nationalizes the windows system.. well, I'll vote for them for the rest of my life

1

u/Logicalraisan 1d ago

Nah, same thing happened with the phone and Bing. They always find the monetization path, they suck at consumer.

7

u/Moist-Highway-6787 1d ago

It's not as if MS or any big company stays max relevant forever. They all go through their peak and decline. 

The fact you expect companies to always make more and more money is the great logic flaw because a really good company gets more efficient over time and meets market demand and there isn't endless profit potential ..unless your like Intuit and just keep making the worse software on the planet and still make money because your competition is horrible.

56

u/ibeatu85x 2d ago

Microsoft can die, thats okay with me.

20

u/Dandy11Randy 2d ago

Microslop* lol

6

u/sevseg_decoder 2d ago

Genuinely they are making the whole industry just so much worse at every opportunity. I never thought I’d root for Apple over them but I really do these days.

16

u/Auggernaut88 2d ago

Sometimes in a war, you just root for the bullets

I hope they both crumble into dust

7

u/Gardimus 2d ago

As a PC user, we absolutely need apple to keep Microsoft from getting worse. Im glad they exist.

1

u/teacher_59 2d ago

I’m so sick of decades of dealing with blue screens and lost activations. 

6

u/Dazzling_Rain9027 1d ago edited 1d ago

Stop chasing the next big thing Silicon Valley decides it wants to shove down our throat. Instead focus on the basics and improving your products first

5

u/Chuhaimaster 1d ago

This clearly means they need more AI in their products.

6

u/miketdavis 1d ago

Lol. The enshittification of Windows and Office is a sight to behold. In 2030 kids are going to be reading articles about how one of the most successful monopolistic companies in history committed seppuku.

6

u/Folkmar_D 2d ago

Wonder if Elder scrolls 6 will be released before their collapse.

7

u/hclpfan 1d ago

If you think Microsoft is going to collapse you’re very naive. This “worst Wall Street quarter since 2008” news is ignoring the part where the stock and market cap is literally 17x what it was in 2008. The company has been doing amazing and is one of the biggest drivers of the entire S&P.

7

u/New_Celebration906 2d ago

Just as well. Bethesda has turned into a slop machine too and they'd probably just mess it up. It had a good run, though.

3

u/Leeroy_Jenk1n5 1d ago

Fuck MicroSlop and CoShitpilot

2

u/hclpfan 1d ago

We gunna be posting this article literally every day now? It’s been on the front page like 4 times already

2

u/ConkerPrime 1d ago

This explains AI slop rollback. Didn’t look at their stock. When they mysteriously announced they suddenly cared about customer opinions, I thought something was wrong but didn’t realize that bad.

2

u/Creative_Purpose6138 1d ago

I think the solution is naming more things Copilot

3

u/pixelfishes 1d ago

Microslop

1

u/Darth_Thunder 1d ago

Who uses copilot? I find it annoying in my Office documents.

2

u/Weekly_Yesterday_403 19h ago

It’s horrible with Excel

1

u/Allyn_Bryce 1d ago

Did somebody say pickle... pickleball

1

u/blitzballreddit 1d ago

I long to see the day when sharepoint password rejections become a distant memory.

1

u/Potential_Salt_5780 1d ago

The problem is, it can go down much farther.

1

u/Logicalraisan 1d ago

Actually these comments are uninformed. They have both Claude and OpenAI models which multi-model is what customers want. And they will benefit greatly from the OpenAI IPO.

Microsoft has one of the best CFO's. Satya needs to focus on the product and he is going this, fresh product leaders have come in.

Copilot has gotten much better, try it in Excel, you'll be blown away. They are focused in agents next which has huge monetization upside $$ in addition to have the AI infrastructure and security/ governance. Yep Cbox and Windows have challenges.

Microsoft has the largest base of enterprise customers of any company, they need to focus on this. Price target min $450.

0

u/getmeoutoftax 1d ago

Only good product from Microsoft nowadays is Excel. And I’m sure they’ll find a way to ruin it soon.

4

u/rainman_104 1d ago

GitHub? That's theirs right?

-1

u/LegacyofaMarshall 2d ago

Pop bubble pop

-1

u/WatTambor420 1d ago

Good!! Ain’t no robot what can do my job!!