Bloomberg Technology
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…
Bloomberg Technology
Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal
It’s been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang’s affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we’re seeing a…
Bloomberg Technology
Anthropic IPO Demand Surges as CoreWeave Calms AI Fears
Bloomberg’s Riley Griffin takes a look at Anthropic’s potentially record-breaking IPO, with sources saying it’s already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington…
Bloomberg Technology
Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
Anthropic is seeking a valuation of about $1.4 trillion in its initial public offering, a bid to make history as the first frontier artificial intelligence lab to go public. The company’s IPO is set to price on Wednesday, Nov. 18 and trade the following day. Bailey Lipschultz has more. ——– Like this video? Subscribe to…
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Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal
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@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.
@TS73827
July 30, 2026 at 3:56 pm
Clueless person (her Brit accent gets her a seat on a useless show)
@MrktPulseAlpha
July 30, 2026 at 4:04 pm
Looks like cloud providers has a nice edge in this market
@Tiporae
July 30, 2026 at 7:15 pm
700
@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.
@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 😂
@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.