Bloomberg Technology
Investors Eye AI Payoff in Microsoft, Alphabet Earnings
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers…
Bloomberg Technology
Microsoft’s Big Bets on AI Start to Pay Off
Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report. ——– Like this video? Subscribe to Bloomberg Tech on…
Bloomberg Technology
Anthropic Weighs Offering 15%-20% of IPO to Retail Investors
Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” ——– Like…
Bloomberg Technology
AI Data Center Anger Is From the ‘Fringes,’ Host Digital Chair Says
Anger over the AI buildout is coming from the “fringes,” says Shawn Matthews, chairman of Host Digital, a vertically integrated data center developer. Matthews, who is the former CEO of Cantor Fitzgerald, argues the way to avoid backlash over data centers is to build in places that have the right space and power to support…
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Microsoft’s Big Bets on AI Start to Pay Off
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@SgTjAxOn
October 28, 2026 at 2:52 pm
Google incorporating AI into its search has RUINED its efficiency. Yes it searches, but none of the results are correct or even relevant.
@BernhardKohli
October 28, 2026 at 3:34 pm
Yeah sure. that’s why ad buyers are paying more 🙄
@RuntimeWire
October 28, 2026 at 4:22 pm
Everyone seems to be asking when all this AI spending turns into earnings. Microsoft and Alphabet results are probably the clearest read we get this week.
@Chris-se3nc
October 28, 2026 at 5:00 pm
Just wait so they can wash 60k employees laid off as “ai cost savings”
@og3477
October 28, 2026 at 4:38 pm
21:11 you know which data center has ZERO debt and hundreds of millions $$ in cash to expand? Ionic Digital. dyor nfa 😊
@andrewgoldsby3598
October 28, 2026 at 5:24 pm
“The tunnels will protect us, general.”
@Beaudiggity
October 28, 2026 at 6:18 pm
How’s that clown saying everybody wants data centres 🤣🤣🤣
@jaym9846
October 28, 2026 at 6:34 pm
The Rug Pull was massive. Burn will last a lifetime.
@abigail.nolan4
October 28, 2026 at 9:21 pm
As a novice, l’ve taken losses while trying to trade on my own. I’m putting in the effort to learn, but my investments aren’t growing yet. I’d really appreciate any advice or guidance.