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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 Files Confidentially for IPO

OpenAI, the maker of ChatGPT, filed confidentially for an IPO, joining artificial intelligence rivals in tapping public markets to fund ambitious growth plans. Bloomberg’s Michael Hytha has more. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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OpenAI, the maker of ChatGPT, filed confidentially for an IPO, joining artificial intelligence rivals in tapping public markets to fund ambitious growth plans. Bloomberg’s Michael Hytha has more.
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Bloomberg Technology

OpenAI Confidentially Files for IPO as Tech Rivals Compete for Cash

OpenAI filed confidentially for an IPO, as the race heads to Wall Street. Tom Mackenzie breaks down why 2026 is turning into the year of megacap tech listings. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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OpenAI filed confidentially for an IPO, as the race heads to Wall Street. Tom Mackenzie breaks down why 2026 is turning into the year of megacap tech listings.
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Bloomberg Technology

Robots Are Critical to US Manufacturing, Says Standard Bots CEO

Standard Bots has raised $200 million in a new round of funding to ramp up manufacturing of robotic arms in the US as the country vies to keep pace with China in building more advanced robots. Standard Bots co-founder and CEO, Evan Beard joins Caroline Hyde to discuss on “Bloomberg Tech.” ——– Like this video?…

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Standard Bots has raised $200 million in a new round of funding to ramp up manufacturing of robotic arms in the US as the country vies to keep pace with China in building more advanced robots. Standard Bots co-founder and CEO, Evan Beard joins Caroline Hyde to discuss on “Bloomberg Tech.”
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