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Microsoft lost $357 billion in market cap as stock plunged most since 2020
Microsoft’s market value dropped by $357 billion after cloud growth missed consensus and revenue guidance for its computing segment fell short, raising investor concerns about capacity allocation.
- On Jan. 20, 2026, Microsoft shares dropped about 10%, trimming $357 billion from its market cap to $3.22 trillion.
- Cloud- and Windows-related guidance showed Azure and Microsoft cloud services grew 39%, below StreetAccount consensus of 39.4%, while More Personal Computing segment forecast about $12.6 billion, missing the $13.7 billion estimate.
- On capacity, Microsoft CFO Amy Hood argued GPU allocations would have pushed KPIs over 40, while UBS analysts questioned Copilot's AI capacity and usage ramp.
- Sector benchmarks moved as the iShares Expanded Tech-Software Sector ETF tumbled 5% while the Nasdaq Composite index finished down 0.7%, but Meta shares spiked 10% on Wednesday.
- Some analysts urged faster data-center builds, while Amy Hood, Microsoft CFO, called for capital expenditures to decline slightly in the current quarter amid strategic debates.
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Stocks Lower as Microsoft Revives AI Spending Angst | Bloomberg Businessweek Daily 01/29/2026
On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec speak with Angelo Zino of CFRA Research about Meta and Microsoft's earnings results, including how both tech giants are stoking both optimism and fear about AI capital expenditures. Then, host of ‘The Big Take’ Podcast David Gura joins to discuss President Trump's administration looking to dial back ICE operations in Minnesota. (Source: Bloomberg)
·United States
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Microsoft's shares fell by 10% after reporting results, resulting in a loss of 357 thousand mdd in value of burs til.
·Mexico City, Mexico
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Total News Sources11
Leaning Left2Leaning Right2Center5Last UpdatedBias Distribution56% Center
Bias Distribution
- 56% of the sources are Center
56% Center
L 22%
C 56%
R 22%
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