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Microsoft Will Move Higher After Knee-Jerk Reaction, Says Ives

Jul.23 — Microsoft Corp. shares fell after the software company reported slowing growth in its Azure cloud-computing business. Dan Ives of Wedbush still says the stock will move higher. He appears on “Bloomberg The Open.”

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Jul.23 — Microsoft Corp. shares fell after the software company reported slowing growth in its Azure cloud-computing business. Dan Ives of Wedbush still says the stock will move higher. He appears on “Bloomberg The Open.”

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6 Comments

6 Comments

  1. Shahar Rozenbloom

    July 23, 2020 at 4:13 pm

    מיקרוסופט תאמר לעובדים לא ליצור יותר רעיונות סוג ב׳ שהם לא AA בדומה לאפל. לעבודה טים..בשינוי אסטרטגיה. מיקרוסופט חברה של רעיונות סוג ב׳ וצריך לבטל זאת מהמנטליקה. גם בגוגל באיומי פיטורין והורדה בדרגה לעובדים שיציגו רעיונות סוג ב׳. וגם בפייסבוק. בקילר אסטרטגיה.

    • gilcruz1479

      July 23, 2020 at 5:47 pm

      Huh?

  2. Business Automated

    July 23, 2020 at 4:22 pm

    Whoever reacts quickly, will adapt to it faster. That’s why Microsoft is still on top. Anyone agree?

  3. Isaac Fernandez

    July 23, 2020 at 7:50 pm

    Markets going one way and the economy going another way. Yeah. Crazy.

    • Jeffrey Smith

      July 23, 2020 at 9:22 pm

      Microsoft and many huge US companies make lots of money in other countries, that’s partly why

    • Isaac Fernandez

      July 23, 2020 at 9:25 pm

      @Jeffrey Smith Partly. The other part is the Fed pumping money into the stock market. Well today Microsoft didn’t do so well.

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
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