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Microsoft Stock Drops 3% as AI Sales Targets Lowered

12/3/2025

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Story summary
  • Microsoft shares fell nearly 3% on December 3, 2025 after reports that Azure and other divisions lowered AI sales targets.
  • The adjustment followed many sales representatives missing goals in the previous fiscal year.
  • The Information reported enterprise clients are hesitant to pay premium prices for newer AI offerings.
  • A Massachusetts Institute of Technology (MIT) study found only about 5% of AI projects progress beyond the pilot stage.