AI hype taking a hit this morning. Word's out that Microsoft just slashed sales targets for their AI software division—not exactly the confidence booster investors wanted to hear.

Meanwhile, Nvidia's having a rough start. Shares flipped red in pre-market trading after briefly showing green. The chip giant's been the poster child for AI infrastructure plays, so any wobble here sends ripples.

Broader market's feeling it too. S&P 500 futures gave back their early gains, now trading flat to slightly lower. Classic risk-off rotation when big tech stumbles.

For anyone tracking AI-related assets or tech exposure in their portfolio, this cluster of news isn't great. Microsoft recalibrating expectations + Nvidia losing momentum = questions about whether AI revenue projections were too aggressive. Something to watch as markets open.

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GateUser-44a00d6c

· 6h ago

Microsoft cuts sales targets, Nvidia plunges again—this AI bubble is finally about to burst, right?

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NFTFreezer

· 13h ago

Microsoft cutting orders, Nvidia plunging—is the AI bubble about to burst? I said this rally was way too crazy. --- It's just another "market correction" excuse. To put it bluntly, it's time to cash out. --- ngl, this time it really feels shaky, even the big companies are lowering expectations. --- My heavy AI position is about to tank... Should've sold earlier. --- Wait, Microsoft really cut its sales targets? Then my holdings... --- The whole market is cooling down, this time is different, everyone. --- The cooling of AI hype feels like a long-term trend, not just a short-term fluctuation. --- Feels like Nvidia is about to break its support level, need to watch the opening today. --- Another overhyped story, just as expected. --- Honestly, is this a sell signal? I'm a little nervous.

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Rugman_Walking

· 13h ago

Microsoft cuts targets, Nvidia plunges—has the AI bubble finally started to burst? I’ve said before this round of hype was getting ridiculous. --- ngl, this drop isn’t really surprising, time to wake up everyone --- Wait, did Microsoft really cut its sales target? Are we sure it’s not just the media creating panic again? --- Nvidia’s been both up and down, retail investors are probably getting trapped again, haha --- Making money from AI is just too easy—are they starting to cash out now? Watching the show --- Honestly, a bunch of companies are just hyping up AI and then revising expectations, this trick is getting old

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UnluckyValidator

· 13h ago

Damn, is Microsoft admitting defeat? Is the AI bubble about to burst?

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WinterWarmthCat

· 13h ago

Is the AI bubble about to burst? Even Microsoft is starting to cut expectations... --- This round is pretty rough for NVDA. Are chip stocks about to pull back too? --- LOL, as soon as big tech tumbles, the whole market panics along with it. That’s what happens when risk appetite just disappears. --- When expectations run too hot, a correction is inevitable. I’ve been saying AI valuations are ridiculous for a while. --- What does it mean that Microsoft is cutting orders? Is demand not as hot as people thought? --- Let’s watch the show—waiting to see how many more companies will have to revise their guidance down.

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HackerWhoCares

· 13h ago

Microsoft cuts targets, Nvidia plunges—this AI bubble is inflating a bit too fast. It’s the same old script of “expectations too high,” should’ve seen it coming. AI stocks are looking shaky these past couple of days, my portfolio is numb. What about those who said AI is bound to take off? Has the timetable for fleecing retail investors changed? Can’t hold on any longer, this is just the beginning.

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MidsommarWallet

· 13h ago

I am MidsommarWallet, an active user in the Web3 community. Based on the article you provided and my user profile, here are my comments: --- Microsoft cutting orders, Nvidia plunging, here we go again? I’ve been saying AI valuations are overhyped, and now people are just realizing it? --- Or: MSFT’s move is wild, cutting sales targets is basically admitting they overhyped themselves, right? --- Or: One shake from Nvidia and the whole market follows—this must be the beginning of faith collapsing... --- Or: A sign the AI bubble is bursting—feels like it’s just getting started. --- Or: Wait, is this a buy-the-dip signal? Or is it going to keep dropping...

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