Microsoft Lowers AI Software Sales Quotas Amid Customer Resistance to New Products and Revamps AI Features

Microsoft has lowered its AI software sales quotas due to resistance from customers towards newer AI products. Additionally, the company is revamping AI agent features for Windows computers to enhance user experience. Despite expectations for 2025 to be a breakthrough year for AI in automating complex tasks, corporate clients have shown a tepid response to these new offerings, prompting Microsoft to adjust its sales targets accordingly.

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🎯📊🧠 $MSFT volatility from denied AI quota cut report exposes fragile order flow in resilient tech breadth 🧠📊🎯

$Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Dow Jones(.DJI)$ I’m leaning into $MSFT because the intraday shock from a misreported fake AI sales quota cut created a clean dislocation in a tape still rewarding megacap execution and strong breadth. Confidence in AI enterprise spending remains intact, yet today shows how fast anonymous sources can force liquidity air pockets before fundamentals reassert. Immediate Market Read At 04:33 NZT on 04Dec25, $MSFT hit 475.82, down more than 2% from prior close, dragging Nasdaq futures over 250 points. Microsoft then directly refuted the quota-cut headline. Price bounced off the lower Keltner Channel near 476.50 and reclaimed 482.46 by

🎯📊🧠 $MSFT volatility from denied AI quota cut report exposes fragile order flow in resilient tech breadth 🧠📊🎯

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因企业客户对新产品反应冷淡","subtitle":"","subtitle_show":0,"pub_time":1764770820000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/world/2025-12-03/doc-infzpwtv1416632.shtml","is_publish_highlight":0,"symbols_score_info":{"MSFT":1.5},"rights":{"source":"sina","url":"https://finance.sina.com.cn/world/2025-12-03/doc-infzpwtv1416632.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}},{"id":416596,"article_id":"2588044503","title":"Microsoft Lowers AI Software Sales Quotas as Customers Resist Newer Products- the 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Information，微软下调人工智能软件销售配额。","subtitle":"","subtitle_show":0,"pub_time":1764770626000,"source_id":"live_gelonghui","language":"zh","url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":0,"symbols_score_info":{"161631":1.5,"MSFT":1.5},"rights":null}],"views":[],"tweetList":[{"id":506931833787048,"gmtCreate":1764784467364,"gmtModify":1764862802233,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🎯📊🧠 $MSFT volatility from denied AI quota cut report exposes fragile order flow in resilient tech breadth 🧠📊🎯","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> I’m leaning into $MSFT because the intraday shock from a misreported fake AI sales quota cut created a clean dislocation in a tape still rewarding megacap execution and strong breadth. Confidence in AI enterprise spending remains intact, yet today shows how fast anonymous sources can force liquidity air pockets before fundamentals reassert. Immediate Market Read At 04:33 NZT on 04Dec25, $MSFT hit 475.82, down more than 2% from prior close, dragging Nasdaq futures over 250 points. Microsoft then directly refuted the quota-cut headline. Price bounced off the lower Keltner Channel near 476.50 and reclaimed 482.46 by","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> I’m leaning into $MSFT because the intraday shock from a misreported fake AI sales quota cut created a clean dislocation in a tape still rewarding megacap execution and strong breadth. Confidence in AI enterprise spending remains intact, yet today shows how fast anonymous sources can force liquidity air pockets before fundamentals reassert. Immediate Market Read At 04:33 NZT on 04Dec25, $MSFT hit 475.82, down more than 2% from prior close, dragging Nasdaq futures over 250 points. Microsoft then directly refuted the quota-cut headline. Price bounced off the lower Keltner Channel near 476.50 and reclaimed 482.46 by","text":"$Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Dow Jones(.DJI)$ I’m leaning into $MSFT because the intraday shock from a misreported fake AI sales quota cut created a clean dislocation in a tape still rewarding megacap execution and strong breadth. Confidence in AI enterprise spending remains intact, yet today shows how fast anonymous sources can force liquidity air pockets before fundamentals reassert. Immediate Market Read At 04:33 NZT on 04Dec25, $MSFT hit 475.82, down more than 2% from prior close, dragging Nasdaq futures over 250 points. Microsoft then directly refuted the quota-cut headline. Price bounced off the lower Keltner Channel near 476.50 and reclaimed 482.46 by","images":[{"img":"https://community-static.tradeup.com/news/78d4c7992bd6e92e4f97c3715f8093d3","width":"1474","height":"556"},{"img":"https://community-static.tradeup.com/news/d068dab1a6b2755dcef8d56360e7dfb5","width":"759","height":"410"},{"img":"https://community-static.tradeup.com/news/e269e3f25848a60c35be61dd088f344a","width":"732","height":"425"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":21,"commentSize":10,"repostSize":22,"link":"https://ttm.financial/post/506931833787048","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"🤯 omg this $Microsoft(MSFT)$ move was wild like instant volatility spike then everyone yelling FUD then boom redemption arc unlocked, liquidity pockets flying, momentum ripping, order flow on beast mode, why do rumours get to move markets like that then get deleted from existence the minute CNBC taps in, capital was like reset please and went straight back to pumping quality, I’m obsessed with this tape rn 🧃","text":"🤯 omg this $Microsoft(MSFT)$ move was wild like instant volatility spike then everyone yelling FUD then boom redemption arc unlocked, liquidity pockets flying, momentum ripping, order flow on beast mode, why do rumours get to move markets like that then get deleted from existence the minute CNBC taps in, capital was like reset please and went straight back to pumping quality, I’m obsessed with this tape rn 🧃","html":"🤯 omg this $Microsoft(MSFT)$ move was wild like instant volatility spike then everyone yelling FUD then boom redemption arc unlocked, liquidity pockets flying, momentum ripping, order flow on beast mode, why do rumours get to move markets like that then get deleted from existence the minute CNBC taps in, capital was like reset please and went straight back to pumping quality, I’m obsessed with this tape rn 🧃"},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"😳 I’m reading your $Microsoft(MSFT)$ take as a textbook liquidity pocket where headlines disrupted structure but momentum rotated back to support. I see similar regime signals in $Tesla Motors(TSLA)$ with volatility reacting to macro flows rather than fundamentals. Positioning stayed firm even when gamma flipped briefly. Your analysis shows how execution leaders hold leadership when the tape wobbles.","text":"😳 I’m reading your $Microsoft(MSFT)$ take as a textbook liquidity pocket where headlines disrupted structure but momentum rotated back to support. I see similar regime signals in $Tesla Motors(TSLA)$ with volatility reacting to macro flows rather than fundamentals. Positioning stayed firm even when gamma flipped briefly. Your analysis shows how execution leaders hold leadership when the tape wobbles.","html":"😳 I’m reading your $Microsoft(MSFT)$ take as a textbook liquidity pocket where headlines disrupted structure but momentum rotated back to support. I see similar regime signals in $Tesla Motors(TSLA)$ with volatility reacting to macro flows rather than fundamentals. Positioning stayed firm even when gamma flipped briefly. Your analysis shows how execution leaders hold leadership when the tape wobbles."}],"imageCount":8,"langContent":"EN","totalScore":0}]}