Big tech stocks lose billions as AI spending fears hit valuations


A specialist trader works inside a booth on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 19, 2025. REUTERS/Brendan McDermid

Feb 16 (Reuters) - The ⁠world's most valuable technology stocks have suffered sharp ⁠declines in market value this year after years ‌of outsized gains, as investors question whether heavy spending on AI will generate sufficient returns to justify the lofty valuations.

Microsoft shares have ​fallen about 17% year-to-date on concerns ⁠over risks to its ⁠AI business and growing competition from Google's latest Gemini model ⁠and ‌Anthropic's Claude Cowork AI agent, wiping roughly $613 billion off its market value to about $2.98 ⁠trillion as of Friday.

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