Bloomberg Technology
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
Microsoft shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. Goldman Sachs Analyst Gabriela Borges discusses why she is keeping a “buy” rating on the stock with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
Khosla Ventures Bets on AI’s Next Frontier: Science
Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also…
Bloomberg Technology
Meta Safety Trial Could Reveal What Zuckerberg, Others Knew
Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the…
Bloomberg Technology
Anthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/2026
Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as…
Don’t Give VCs More Leverage Than You Have To
Khosla Ventures Bets on AI’s Next Frontier: Science
Meta Safety Trial Could Reveal What Zuckerberg, Others Knew
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@NanaBaffy
January 29, 2026 at 3:38 pm
The lady is MD not analyst
@Daniel-ir4ki
January 29, 2026 at 3:58 pm
Office moat is eroded by AI
@swedesam
January 29, 2026 at 4:20 pm
But, Co-Pilot is useless garbage.
@StatMachLearn
January 29, 2026 at 4:40 pm
Yep. Just more Microslop. Let´s wait for Zune AI next year.
@Chris.Plunkett
January 29, 2026 at 5:49 pm
You’re obviously not a coder that uses it every day. It’s revolutionary.
@chrislink73
January 29, 2026 at 4:25 pm
Huge overreaction by the market. Bought some cheap shares on the 12% decline. Will buy more if it drifts further to $400. In the long run, this is an excellent company that has a huge moat. Almost every PC runs on Microsoft, every industry uses excel, and their AI products will be crucial for many markets in the future. We are still in the early innings of AI, way too early to call winners or losers. The AI compute will get used, either by MSFT themselves or by one of their customers.
@Chris.Plunkett
January 29, 2026 at 5:49 pm
She’s crazy smart
@kaiserahmed8311
January 29, 2026 at 5:58 pm
Microslop
@gemini1373
January 29, 2026 at 6:39 pm
‘Why is the market overreacting’? 😂
@New1-d8l
January 29, 2026 at 7:58 pm
They were too slow invest in AI such investing in Open AI.
@Csnap98
January 29, 2026 at 8:15 pm
She is smart and very well spoken.