Microsoft closed down 0.76% at $474.82 amid resurfacing AI spending jitters, which analysts believe could impact its core Azure cloud services and OpenAI ties.
- Market anxiety was fueled by UBS estimates showing $125 billion in AI data-center financing through November 2025, a massive jump from $15 billion in 2024.
- Wolfe Research adjusted its outlook, trimming the price target for MSFT to $625.
- A major UK tech deal worth £31 billion, which included a £22 billion Microsoft pledge, has been temporarily paused.