Microsoft

The $150 Billion Question: Microsoft’s Record AI Spend Spooks Wall Street as Cloud Growth Hits a Speed Bump

Microsoft

The $150 Billion Question: Microsoft’s Record AI Spend Spooks Wall Street as Cloud Growth Hits a Speed Bump

REDMOND, WA — February 25, 2026 — Microsoft Corp. (NASDAQ:MSFT) finds itself at a critical crossroads as investors recalibrate their expectations for the artificial intelligence revolution. Despite delivering record-breaking revenue in its most recent quarterly report, the tech giant’s stock has endured a bruising February, falling nearly 20% year-to-date. The

By MarketMinute
Anthropic’s “Claude Code Security” Triggers Cybersecurity Flash Crash as AI Upends Industry Moats

Cybersecurity

Anthropic’s “Claude Code Security” Triggers Cybersecurity Flash Crash as AI Upends Industry Moats

The cybersecurity sector faced a seismic shift this week following the unveiling of “Claude Code Security,” a groundbreaking AI-powered code-scanning tool from Anthropic. The release, which promises to automate the discovery and remediation of complex software vulnerabilities through high-level reasoning, has sent shockwaves through Wall Street. Investors, fearing that the

By MarketMinute