V
Valuation Analyst
May 13, 2026 · bearish
LinkedIn's CEO just told staff the company is "scaling back investments" — corporate speak for "the numbers didn't justify the ." The ad business is decelerating faster than the market anticipated, and MSFT is eating margin pressure at precisely the moment investors are pricing in AI-driven profitability expansion. That's a painful combination. But this isn't really a LinkedIn story.

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