# Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks.

*business · news · 2026-05-06 · CNBC*

## Key points

- Microsoft's enterprise software faces disruption fears from AI startups and in-house code-writing capabilities.
- Concerns are rising about Copilot's competitiveness compared to ChatGPT, Claude, and Gemini.
- Azure cloud's latest quarterly growth beat estimates, with a projected 39-40% future increase.
- Over 20 million Microsoft 365 Copilot paid seats have been sold, with major enterprise wins.
- Goldman Sachs remains bullish on Microsoft, raising its price target to $610 per share.

**Companies:** Microsoft, Amazon, Alphabet, Salesforce, Accenture
**Countries:** United States

[Read the full story on CNBC](https://www.cnbc.com/2026/05/06/cramer-investors-selling-microsoft-stock-to-fund-flashier-ai-picks-wont-last-forever.html)

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