2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Microsoft (NASDAQ:MSFT) shares moved higher on Wednesday after investor sentiment toward software companies improved following comments from artificial intelligence firm Anthropic suggesting its AI tools could complement, rather than replace, enterprise software platforms.
The rebound followed a sharp selloff earlier in the week triggered by concerns that advanced AI systems could disrupt traditional software business models and reduce demand for coding-intensive services.
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Analysts at Deutsche Bank said emerging AI agents may function as operational layers that enhance existing applications instead of displacing them, easing fears surrounding long-term software industry disruption. The shift in sentiment helped stabilize several large-cap software names after recent declines tied to AI-related uncertainty.
Microsoft has faced pressure in recent weeks after issuing softer forward guidance despite reporting fiscal second-quarter earnings of $4.14 per share on revenue of $81.27 billion, both ahead of analyst expectations.
The company's outlook included moderated capital spending projections and a midpoint revenue forecast that came in slightly below consensus estimates, contributing to earlier weakness in the stock.
Microsoft shares climbed about 2% in Wednesday trading, recovering from levels last seen in April 2025 as investors reassessed AI risks and broader software sector valuations.
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