MSFT
MSFT
Last: 373.46 (2026-04-02) | 1273 data points
Microsoft Set for Worst Quarter Since 2008 as AI Fears Converge
Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track for its worst quarterly performance since the global financial crisis two decades ago. First, the software giant is doubling down on capital expenditures as Wall Street increasingly asks when investments in artificial intelligence infrastructure will produce more dramatic payoffs in revenue growth. And second, investors are selling software stocks over fears that AI startups like Anthropic and OpenAI are creating agents that can replace products made by companies like Microsoft.
Microsoft confirms that Windows 11 Recall AI is not optional
Early this morning, Microsoft confirmed in a statement to The Verge that last week’s Windows 11 24H2 update, KB5041865, had not added the ability to uninstall Recall in the “Turn Windows features on or off” dialog and that its addition to that menu was a bug that will soon be fixed. It should be noted that this bugged option to uninstall Recall was also added before Recall itself, so it had no actual functionality besides (seemingly) being a way to opt out ahead of time. Once shipped, Recall will also be something Windows users can disable but not entirely remove.