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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

NASA’s Artemis II Lifts Off | Bloomberg Artemis II Special 4/1/2026

Bloomberg’s Ed Ludlow and Loren Grush bring special coverage of NASA’s  Artemis II launch live from Kennedy Space Center on Florida’s Space Coast.  NASA’s crew of astronauts launched to space and reached a stable orbit, kicking off a landmark journey that will take them closer to the lunar surface than anyone has been in more…

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Bloomberg’s Ed Ludlow and Loren Grush bring special coverage of NASA’s  Artemis II launch live from Kennedy Space Center on Florida’s Space Coast.  NASA’s crew of astronauts launched to space and reached a stable orbit, kicking off a landmark journey that will take them closer to the lunar surface than anyone has been in more than 50 years.
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Bloomberg Technology

Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission | Bloomberg Tech 4/2/2026

Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire…

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Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire their engines toward the moon.

Chapters:
00:00:00 – Intro
00:05:30 – Tesla’s EV Sales Miss Expectations Again
00:17:27 – Chime Targets Higher Earners With New Accounts
00:33:57 – Kyndryl Launches Agentic Service Management
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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

AI Needs to Be Controlled Properly: Kyndryl CEO

Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.”
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