Microsoft’s $357 Billion Rout Is Worst Since Deepseek Hit Nvidia
Affected assets and topics
Why it matters
Microsoft's stock plummeted 10% after its earnings report showed slowing growth in its key cloud unit, resulting in a $357 billion valuation loss, the largest since Nvidia's $593 billion rout last year.
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Expected market reaction
Market impact analysis based on bearish sentiment with 90% confidence.
Evidence trail
Evidence
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Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 39177
Original source
The software giant’s stock closed down 10%, its biggest plunge since March 2020, following Microsoft’s earnings after the bell Wednesday, which showed record spending on artificial intelligence as growth at its key cloud unit slowed. The only bigger one-day valuation destruction was Nvidia Corp.’s $593 billion rout last year after the launch of DeepSeek’s low-cost AI model. Microsoft’s move is larger than the market capitalizations of more than 90% of S&P 500 Index members, according to data compiled by Bloomberg.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on January 30, 2026. Analysis and insights provided by AnalystMarkets AI.