🚨Microsoft's stock plunged: $PAXG $SENT $BTC
11.91% on January 29, 2026,
wiping out $430 billion in market cap
despite beating Q2 earnings estimates, primarily
due to Morgan Stanley removing it from its top picks list over slowing Azure cloud growth and
escalating AI infrastructure costs projected at $80 billion for the year.
In contrast, Meta Platforms surged approximately
12% the same day, adding $170 billion to its valuation after Q4 revenue hit $59.9 billion
exceeding analyst expectations of $58.2 billion and EPS of $8.88 topping forecasts, though it
announced aggressive 2026 AI capex of up to $135 billion.
The simultaneous moves highlight a classic Wall Street rotation from overvalued AI enablers like
Microsoft to high growth ad driven platforms like Meta, amplified by earnings momentum and
portfolio rebalancing, with MSFT's drop marking its worst single day performance in six years.