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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…

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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.”
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11 Comments

11 Comments

  1. @NanaBaffy

    January 29, 2026 at 3:38 pm

    The lady is MD not analyst

  2. @Daniel-ir4ki

    January 29, 2026 at 3:58 pm

    Office moat is eroded by AI

  3. @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.

  4. @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.

  5. @Chris.Plunkett

    January 29, 2026 at 5:49 pm

    She’s crazy smart

  6. @kaiserahmed8311

    January 29, 2026 at 5:58 pm

    Microslop

  7. @gemini1373

    January 29, 2026 at 6:39 pm

    ‘Why is the market overreacting’? 😂

  8. @New1-d8l

    January 29, 2026 at 7:58 pm

    They were too slow invest in AI such investing in Open AI.

  9. @Csnap98

    January 29, 2026 at 8:15 pm

    She is smart and very well spoken.

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Bloomberg Technology

OpenAI Helped Find Potentially Catastrophic Cyber Flaw

OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — join Ed Ludlow on “Bloomberg Tech” to explain how AI is empowering…

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OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — join Ed Ludlow on “Bloomberg Tech” to explain how AI is empowering cyber defenders and attackers.
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Bloomberg Technology

Meta Makes Share Deal to Keep Zuckerberg in California

Meta says it will issue a new class of shares as part of a plan to keep CEO Mark Zuckerberg in California if a proposed wealth tax is passed and potentially help fund growth. The credit risk hit a record high after Meta laid out plans to boost AI spending. Alison Porter, portfolio manager for…

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Meta says it will issue a new class of shares as part of a plan to keep CEO Mark Zuckerberg in California if a proposed wealth tax is passed and potentially help fund growth. The credit risk hit a record high after Meta laid out plans to boost AI spending. Alison Porter, portfolio manager for Janus Henderson’s Global Technology Leaders Team, explains how the equities market are weighing these factors. She joins Ed Ludlow on “Bloomberg Tech.”
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Tesla Shareholders Likely to Demand a Premium: New Street’s Harwood

Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla’s full self-driving shows the company has momentum to keep profits growing. ——– Like…

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Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla’s full self-driving shows the company has momentum to keep profits growing.
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