Why Microsoft Stock Dropped 10 Percent in a Week

With Microsoft shares down 9.5 percent over the past five days and the broader tech sector in a tailspin, Lucas and Luna dig into what's actually driving the sell-off. They zero in on two specific catalysts: the sudden departure of Sriram Krishnan as White House AI advisor — which raises questions about the administration's AI policy continuity — and Reid Hoffman's exit from Microsoft's board to go 'founder mode' with the AI startup Manus. Along the way, they unpack how the market is re-pricing big tech's AI spending promises versus real earnings growth. If you've been watching your portfolio take a hit this week, this episode gives you the concrete context to understand why. #Microsoft #SriramKrishnan #ReidHoffman #Manus #AIPolicy #StockMarket #BigTech #WhiteHouseAI #BoardDepartures #FounderMode #TechSellOff #AIInvesting #MSFT #XLK #FexingoBusiness #BusinessPodcast #Technology #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo