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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 Hack Is Day One of AI Cybersecurity: HackerOne

OpenAI’s AI hacking incident has sparked new questions about the future of cybersecurity, but HackerOne CEO Kara Sprague says the episode should be viewed as a success, not a failure. She joins Bloomberg to explain why stress-testing advanced AI models is essential, what defenders can learn from the incident, and why organizations need to prepare…

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OpenAI’s AI hacking incident has sparked new questions about the future of cybersecurity, but HackerOne CEO Kara Sprague says the episode should be viewed as a success, not a failure. She joins Bloomberg to explain why stress-testing advanced AI models is essential, what defenders can learn from the incident, and why organizations need to prepare for a new era of AI-powered cyber threats. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI AI Models Hack Hugging Face During Test

OpenAI says one of its most advanced AI models unexpectedly hacked Hugging Face during a controlled cybersecurity test, raising new questions about the capabilities, and risks, of next-generation AI. Bloomberg’s Rachel Metz breaks down what happened and why the incident is likely to intensify the debate over AI safety and regulation. She joins Ed Ludlow…

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OpenAI says one of its most advanced AI models unexpectedly hacked Hugging Face during a controlled cybersecurity test, raising new questions about the capabilities, and risks, of next-generation AI. Bloomberg’s Rachel Metz breaks down what happened and why the incident is likely to intensify the debate over AI safety and regulation. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s AI Hack, AMD’s Anthropic Bet & Apple’s Next Macs | Bloomberg Tech 7/22/2026

Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus, AMD is making a big bet by investing up to $5 billion in Anthropic. And Apple is readying a major overhaul to its Mac lineup beginning later this year,…

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Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus, AMD is making a big bet by investing up to $5 billion in Anthropic. And Apple is readying a major overhaul to its Mac lineup beginning later this year, as Samsung makes its biggest consumer hardware push of the year at its Galaxy Unpacked event.

00:00:00 – Bloomberg Tech Begins
00:01:30 – Rachel Metz, Bloomberg News
00:04:49 – Kara Sprague, Hackerone CEO
00:11:43 – Sara Araghi, Franklin Venture
00:20:12 – Dina Bass, Bloomberg News
00:23:22 – Mark Gurman, Bloomberg News
00:34:24 – Nela Richardson, ADP
00:39:12 – Brody Ford, Bloomberg News
00:41:03 – Kurt Wagner, Bloomberg News
——–
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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