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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 Pushes for Policies to Offset AI’s Impact | Bloomberg Tech 4/6/2026

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis…

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.
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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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Bloomberg Technology

New Dark Comedy Takes Aim at Wannabee Tech Titan

AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

SpaceX Expected to Kick Off a Wave of Mega IPOs

SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed…

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SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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