Microsoft, Oracle Stocks Tumble After Meta Unveils New AI Enterprise Push
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Microsoft, Oracle Stocks Tumble After Meta Unveils New AI Enterprise Push Nauman Khan Mon, September 28, 2026 at 2:51 PM EDT 1 min read META MSFT ORCL MDB CRM This article first appeared on GuruFocus . Shares of several major enterprise software companies moved lower Monday morning after Meta Platforms ( META ) unveiled a new business platform aimed at bringing its AI technology to corporations. Microsoft ( MSFT ) fell about 2% in morning trading, while Oracle ( ORCL ) declined 3%. Salesforce ( CRM ) dropped about 4.5%, reflecting a broader selloff across software names after Meta's move into the enterprise market. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is META fairly valued? Test your thesis with our free DCF calculator. Meta's new platform will give businesses access to products including its Muse AI agent, Meta Business Agent, Muse API and Muse Code. The company said the offering is intended to help organizations use its technology for business operations and growth. The expansion also brings an experienced enterprise executive to Meta. Chirantan CJ Desai, previously CEO of MongoDB, will lead the new unit and report to CEO Mark Zuckerberg. MongoDB shares fell sharply in early trading after the leadership change.
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