尽管面临市场疑虑，部分知名投资人如麦克·贝瑞（Michael Burry）和基斯·菲茨杰拉德（Keith Fitz-Gerald）仍看好微软并预期其将迎来反弹。他们指出微软目前的估值已被严重低估，且其营收增长依然强劲，预估未来几年增速将进一步加快。
与此同时，全球科技与基础设施投资正持续升温，美国四大超大型云端业者将2026年的AI资本支出计划提升至超过7000亿美元。南韩政府亦计划引导三星与SK海力士等巨头投资至少8800亿美元于晶片与数据中心，以因应AI时代的挑战。
Microsoft Corp. shares are heading for their worst monthly decline in years in June 2026, erasing over $613 billion in market value and dropping its valuation to a ten-year low. This selloff is driven by investor concerns over aggressive spending on AI infrastructure and potential AI disruption to traditional software.
Despite market skepticism, some prominent investors, including Michael Burry and Keith Fitz-Gerald, are betting on Microsoft's rebound. They argue that Microsoft is currently undervalued and highlight its strong revenue growth, which is expected to accelerate in the coming fiscal years.
Meanwhile, global technology and infrastructure investments continue to scale up, with US hyperscalers ramping up their 2026 AI capital expenditures to over $700 billion. Additionally, South Korea is orchestrating investments of at least $880 billion from companies like Samsung and SK Hynix into chips and data centers to survive the AI era.