Tech industry leadership stories

Jul 26, 2026

Microsoft's AI Strategy Under Strain as Satya Nadella Faces Challenges to Core Businesses

Three years after Satya Nadella's early bet on OpenAI positioned Microsoft as an AI leader in 2023, the company's aggressive AI push is now creating tensions with its traditional business lines, marking a difficult period for the CEO.

Jul 26, 2026·3 sources

Jun 24, 2026

SoftBank's Masayoshi Son Sets $6.2 Trillion Net Asset Value Target, Scraps Retirement Plan

SoftBank founder Masayoshi Son announced plans to remain CEO for another decade or more, abandoning his retirement plan and setting a bold $6.189 trillion net asset value target built on AI promises.

Jun 24, 2026·2 sources

Jun 5, 2026

Reid Hoffman Leaves Microsoft Board After Nearly a Decade

LinkedIn co-founder Reid Hoffman will not stand for reelection to Microsoft's board, citing plans to focus on his new AI venture.

Jun 5, 2026·3 sources

Top claims

▪Microsoft's stock has declined by more than 24% over the 12 months preceding July 26, 2026, performing worse than the rest of the Magnificent 7.
▪Microsoft is planning to spend a record $190 billion in 2026 to build AI infrastructure and expand data-center capacity.
▪Microsoft managers have been instructed to reduce the number of employees in higher-level engineering roles to flatten parts of the organization.