Investors are starting to get jittery about the cost of Microsoft’s push to persuade enterprise customers to adopt expensive generative AI applications and agents. While the company announced strong quarterly numbers on Wednesday,

Microsoft reported second-quarter earnings and revenue that beat Wall Street estimates on Wednesday. The stock, however, was dropping. The company reported earnings of $3.23 a share on revenue of $69.

Key Takeaways Microsoft is scheduled to report its fiscal second-quarter results after the closing bell Wednesday.Morgan Stanley analysts said a "wall of worry" has created a potentially attractive entry point for the stock.