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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

Aspiring Nvidia Rival Gets Backing From Jane Street

Startup Etched is emerging from stealth with an eye towards taking on chip heavyweight Nvidia, as the industry shifts from training AI models to running them. The company has raised $800 million in funding including backing from Jane Street and TSMC-linked firm Venture Tech Alliance. Etched CEO Gavin Uberti sits down with Ed Ludlow for…

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Startup Etched is emerging from stealth with an eye towards taking on chip heavyweight Nvidia, as the industry shifts from training AI models to running them. The company has raised $800 million in funding including backing from Jane Street and TSMC-linked firm Venture Tech Alliance. Etched CEO Gavin Uberti sits down with Ed Ludlow for more on “Bloomberg Tech.”
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Bloomberg Technology

How Birthright Citizenship Ruling Impacts the Tech Job Sector

The Supreme Court officially struck down President Trump’s signature restrictions on birthright citizenship, with implications for the future of the US tech workforce, which relies heavily on immigrant talent. Hiba Anver, partner with Erickson Immigration Group, joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the…

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The Supreme Court officially struck down President Trump’s signature restrictions on birthright citizenship, with implications for the future of the US tech workforce, which relies heavily on immigrant talent. Hiba Anver, partner with Erickson Immigration Group, joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026

Bloomberg’s Ed Ludlow breaks down what’s behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster…

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Bloomberg’s Ed Ludlow breaks down what’s behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.

00:00:00 – Bloomberg Tech Begins
00:01:23 – Ryan Vlastelica, Bloomberg News
00:05:30 – Rob Thummel, Tortoise Capital
00:10:20 – David Westin, Bloomberg News
00:11:10 – Minmin Low, Bloomberg News
00:12:41 – Ted Mann, Bloomberg News
00:17:00 – George Ferguson, Bloomberg Intelligence
00:19:40 – Bailey Lipschultz, Bloomberg News
00:25:05 – Gavin Uberti, Etched CEO
00:31:12 – Tyler Kendall, Bloomberg News
00:35:08 – Hiba Anver, Erickson Immigration Group
00:41:07 – Kelcee Griffis, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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