Microsoft Stock, AI Bubble Fears and GigaCloud’s GCT Breakout: Fresh AI Market Analysis for December 3, 2025
Microsoft shares fell about 2% premarket after reports it cut AI software sales quotas due to slower customer adoption, despite Azure cloud revenue rising roughly 40% year over year. Analysts debate whether Microsoft is in an AI bubble as capital spending hits records. GigaCloud Technology posted record Q3 results and announced a $111 million buyback, sending its shares higher.
