Stock Movers Microsoft Slides, CrowdStrike Dips, Macy's Falls After Profit Forecast
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Dec 3, 2025 Danita Sokova, a Bloomberg reporter with expertise in market analysis, dives into some of the biggest players in tech and retail. Microsoft faces challenges as it lowers AI sales expectations, prompting stock concerns. CrowdStrike presents solid annual recurring revenue but triggers mixed analyst reactions amidst high expectations. Meanwhile, Macy's disappoints with a profit forecast that raises caution about consumer spending, despite posting better-than-expected results. It's a mix of optimism and uncertainty in today’s market.
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Microsoft's AI Sales Targets Under Scrutiny
- Microsoft reportedly cut internal AI sales growth targets after many reps missed aggressive goals.
- The company publicly disputed the report even as shares fell roughly 1.7% on the news.
Foundry Targets Cut After Missed Quotas
- Foundry sales aims were trimmed from ~50% growth to about 25% after most reps missed targets.
- That shift highlights tension between ambitious AI pricing and actual customer spend.
Market Questions The Price Of AI Deals
- Investors are re-evaluating the value of massive AI-related spending amid cheaper server costs and deal pressure.
- That caution is influencing stock moves despite firms signaling heavy AI investment.