MSFT went down because of overexposure in AI and because it is clear that people do not want it.
AI weariness is a thing, and if people go off the Internet or advertisers question whether humans or AI swarms are "watching" their ads it is over for the big players.
Trying to salvage the situation by hyping the relatively small code generation (theft) aspect is quite a poor analysis.
Where have I seen this before? Oh right, the entire site, for months now. Nothing suspicious about that at all, I'm sure a swarm of other brand new accounts will reassure me 0.1 microseconds after being created. You guys sure do type fast!