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Microsoft’s AI Story Is Still Being Discovered, Says Goldman

Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft’s AI strategy, and why she believes investors are only…

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Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft’s AI strategy, and why she believes investors are only beginning to appreciate the company’s progress. She joins Ed Ludlow on “Bloomberg Tech.”
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8 Comments

8 Comments

  1. @amit4006

    July 30, 2026 at 1:58 pm

    1 st comment

    • @thelemetric

      July 30, 2026 at 3:38 pm

      a 10 year old brainrot kid commenting on bloomberg is crazy work.

  2. @TS73827

    July 30, 2026 at 3:56 pm

    Clueless person (her Brit accent gets her a seat on a useless show)

  3. @MrktPulseAlpha

    July 30, 2026 at 4:04 pm

    Looks like cloud providers has a nice edge in this market

  4. @Tiporae

    July 30, 2026 at 7:15 pm

    700

  5. @ausmiku

    July 30, 2026 at 7:32 pm

    It’s the same mindless AI spin every day. Do your research. AI can’t “do” maths, it doesn’t store “knowledge”, it can’t verify its own results, it has no logic or deduction capability, it’s not trusted in law or medicine, it often mixes up “he” and “she”, it’s only right 50% of the time, and it can hallucinate. It’s the biggest scam in history. If AI is so good why aren’t the AI “experts” on their super yachts ? LOL. The AI company fraudsters and their clueless fanboys and influencers will disappear.

  6. @MichaelandJello

    July 30, 2026 at 8:14 pm

    All the experts suddenly come out of the woodwork after a good sets of results…. Which is useless for investors. Pls schedule them before results are announced 😂

  7. @ertreri

    July 30, 2026 at 8:51 pm

    Microsoft is currently dominating the AI landscape through sheer pragmatism. Rather than betting everything on a single proprietary architecture, they are fully embracing the reality of commoditized assets—happily hosting top-tier American and Chinese models alike based purely on performance and pricing. At the same time, they continue to invest in training their own frontier models to maintain essential technical depth and “skin in the game,” even though their broader business model does not require their proprietary models to be the absolute best.
    This pragmatic shift is equally evident in their developer tooling. Originally, the Copilot coding agent struggled with performance limitations. Because Microsoft bundled the tool into low-cost enterprise subscriptions, they faced the risk of unsustainable server-side costs from heavy, daily usage, forcing them to heavily throttle and restrict the Copilot CLI.
    A turning point arrived on June 1st, when Microsoft restructured the Copilot coding agent around a transparent token-consumption model and lifted the artificial constraints on the CLI. Free from the financial bottlenecks of flat-rate subscriptions, the Copilot CLI has evolved into a genuinely exceptional development environment.

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Bloomberg Technology

How India Is Training The Robots Of The Future

On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work. ——– 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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On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work.
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Apple Debuts Foldable iPhone Duo in Biggest-Ever Device Revamp

Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand
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Bloomberg Technology

Apple Kicks Off Ternus Era with First Foldable Phone | Bloomberg Tech 9/09/2026

Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor…

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Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor in almost 20 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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