Massive News for Nvidia Stock and Microsoft Stock Investors!

Microsoft (NASDAQ: MSFT) could cut spending on artificial intelligence (AI) infrastructure in 2026 and beyond, which is the first sign of a potential oversupply in the AI industry.

*Stock prices used were the afternoon prices of Feb. 23, 2025. The video was published on Feb. 25, 2025.

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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.