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Microsoft Stock Drops Amid AI Spending and Scrutiny

2/28/2026

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Story summary
  • Microsoft Corporation's stock fell more than 2% amid regulatory scrutiny and AI-sector challenges.
  • Japan's Fair Trade Commission is investigating whether Microsoft blocked Azure customers from rival cloud services.
  • Microsoft reported record AI spending but weaker cloud growth, raising investor concerns.
  • The White House will convene major tech players on March 4 to address data-center electricity costs, but critics argue that without direct cost-shifting contracts the initiative may lack effectiveness.