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This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) shares fell nearly 3% Tuesday after artificial intelligence developer Anthropic unveiled workplace productivity tools that could directly challenge Microsoft Office. The move raises a significant question for investors: Could AI companies eventually threaten the software subscriptions that have long provided Microsoft with predictable revenue and strong profitability? Warning! GuruFocus has detected 4 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.
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