Microsoft’s stock is falling steeply, with reports projecting the company will post its worst monthly performance in years. Bloomberg and Moneyweb both describe a major market rout that has been driven by investor concerns about how Microsoft will perform amid rapid changes tied to artificial intelligence. The sources say the pressure is coming from two directions: worries about whether customers will scale back or delay spending as AI adoption reshapes IT priorities, and fears that AI-driven disruption could affect parts of Microsoft’s business. Moneyweb cites Jack Ablin describing the “two sides” of the selloff, linking it to both AI spending uncertainty and potential competitive or product disruption. While the outlets differ slightly on the estimated scale of the market move—Bloomberg cites roughly $570 billion and Moneyweb cites roughly $530 billion—the overall story is consistent: Microsoft’s valuation and share price decline are significant enough to put the stock on track for its weakest month since the dot-com era or since 2008, depending on the specific comparison period used by each outlet. Both accounts attribute the downturn to ongoing AI-related concerns rather than a single new company-specific event.