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
Google Cloud Debuts New AI Chips | Bloomberg Tech 4/22/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google Cloud’s latest generation of tensor processing units, or TPU, and the Alphabet division’s new partnerships. Plus, a small group of unauthorized users has accessed Anthropic’s new AI model, Mythos, according to a source and documents reviewed by Bloomberg. And, Rivian CEO RJ Scaringe joins as his company’s…
Bloomberg Technology
Vast Data Reaches $30 Billion Value, Preps for IPO
Software maker Vast Data has raised a $1 billion Series F, tripling its valuation to $30 billion. Vast Data CEO Renen Hallak says the company is readying itself for an IPO. Hallak joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest…
Bloomberg Technology
Rivian CEO Says $45,000 R2 Option Is Coming Next Year
Rivian’s new R2 model has begun rolling off the manufacturing floor in Normal, Illinois, despite damage to the factory from a tornado over the weekend. The smaller, more affordable SUV is seen as crucial to driving profitability for the electric vehicle maker. Rivian CEO RJ Scaringe joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”…
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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.