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TEXXR

Chronicles

The story behind the story

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Tech stocks suffer their worst week in almost a year, driven by the Iran war and Meta's legal defeats; Meta fell 11%, Alphabet fell ~9%, and Microsoft fell ~7%

A bad week for stocks was particularly rough for tech investors, as the Nasdaq suffered its worst weekly drop since April 2025.

CNBC Ari Levy

Discussion

  • @kimmonismus @kimmonismus on x
    Microsoft -25.9% in Q1 2026. Besides Meta, it's the only company that hasn't managed to properly integrate AI into its processes. And apparently, not even Azure can salvage expectations.
  • @dividendology @dividendology on x
    $MSFT now down 35.6% YTD. $META down 18.5% YTD. Where will these two stocks bottom out at?
  • @briansozzi Brian Sozzi on x
    Tech stock valuations are back to the lows seen around the April 2025 tariff shock: [image]
  • @morningbrew @morningbrew on x
    Microsoft is closing in on its worst quarter since 2008 • Q1 '26 -25.9% • Q4 '08 -27.2% Not the kind of company you want to be in [image]
  • @momangtrades Angie G on x
    $MSFT being flat since 2021 sure does make you realize you need to own the right tech long term.
  • @philrosenn Phil Rosen on x
    Every Magnificent 7 stock is negative in 2026. Big Tech dominance is no longer the main story of the US stock market. Really pushes back on the “AI is a bubble” narrative. [image]
  • @herodividend @herodividend on x
    Microsoft $MSFT is getting too cheap to ignore [image]
  • @jimcramer Jim Cramer on x
    Even when the software stocks are running you can't keep Microsoft's stock from falling.
  • @edzitron.com Ed Zitron on bluesky
    You're gonna see people sharing this as proof that RAM demand will now drop, but it's more a sign that the markets don't understand anything.  RAM manufacturing capacity has been pre-booked, and there isn't some magical change coming out of this research anytime soon  —  www.ft.c…