Microsoft Stock Drops 2.2% as AI Adoption Gap Reaches 12.6 Points
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Microsoft Stock Drops 2.2% as AI Adoption Gap Reaches 12.6 Points Khac Phu Nguyen Mon, September 28, 2026 at 3:23 PM EDT 1 min read MSFT This article first appeared on GuruFocus . Microsoft ( NASDAQ:MSFT ), the cloud and enterprise-AI company, reported Monday that global generative-AI use kept climbing in the second quarter. Shares were down about 2.2% at $504.91 around 10:07 a.m. ET. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. The study found that 18.8% of working-age people worldwide used generative AI, up from 17.8% in the first quarter. But adoption is uneven: 28.8% in the Global North versus 16.2% in the Global South, a 12.6-percentage-point gap. That gives Microsoft a bigger potential audience for Azure and Copilot, but usage alone does not tell investors how much revenue Microsoft will capture. The valuation chart adds another angle: at $504.91, the shares sat 14.16% below GuruFocus' $588.22 GF Value estimate. The question is whether Microsoft can turn wider AI use into enough paid demand to justify that valuation.
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