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
OpenAI Tops $850 Billion Valuation | Bloomberg Tech 4/1/2026
Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity. Chapters: 00:00:00 – Intro…
Bloomberg Technology
US Needs to Invest More in AI Buildout, Says Cato’s Frazier
Washington is weighing how to build a national framework for artificial intelligence and how to ensure the US can actually deliver on its AI leadership goals, as bottlenecks like energy capacity hamstring the data center buildout. Kevin Frazier, adjunct research fellow at the Cato Institute, speaks with Tim Stenovec on “Bloomberg Tech.” ——– Like this…
Bloomberg Technology
NASA Artemis II Is Part of the Latest Space Race
NASA’s Artemis II is set to launch, returning astronauts to the moon’s vicinity for the first time in 50 years. Bloomberg’s Ed Ludlow discusses the milestone, the role private firms have played, and what this means for US competition with China. He speaks to Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to…
NASA’s Artemis II Launches to the Moon: Everything That Happened in 12 Minutes
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OpenAI Tops $850 Billion Valuation | Bloomberg Tech 4/1/2026
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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.