Bloomberg Podcasts
Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth | Bloomberg Intelligence

Posted

January 29, 2026

Views

378

Likes

5

Comments

1

Engagement

1.59%

Search the Record

Indexed

Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.

Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.

Try a name, a topic, or a quoted line

YouTube Description

as posted by the channel

Watch Scarlet and Paul LIVE every day on YouTube

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft and IBM earnings. Microsoft Corp. shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. International Business Machines Corp. is looking to raise a maximum of €3.5 billion from a four-part euro debt offering to be used for general corporate purposes.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps Meta earnings. Meta Platforms Inc. topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, recaps Tesla earnings. Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines to ramp up production of cars, batteries and robots across half a dozen plants.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar Inc. got an earnings boost from selling power generation equipment to AI data centers in its fourth quarter, helping drive quarterly results that topped Wall Street’s expectations.

See omnystudio.com/listener () for privacy information.

Paul Sweeney and the Bloomberg News team cover the day's market action, with analysis from Bloomberg Intelligence analysts, Bloomberg Opinion writers and influential newsmakers.

Watch us LIVE on YouTube

Subscribe to Bloomberg Podcasts

Listen to more Bloomberg Intelligence

#News #Markets #Bloomberg #Podcast #Business #Finance

Follow Bloomberg Podcasts on Twitter

Visit our other YouTube channels:

Bloomberg Television

Bloomberg Originals

For coverage on news, markets and more

Guests & Subjects Covered

Watch ScarletPaul LIVEYouTube Bloomberg IntelligencePaul SweeneyScarlet FuMicrosoft CorpInternational Business Machines CorpBloomberg Intelligence

Sentinel Indexing in Progress

Metadata and chapters are available. Claim extraction for this episode is pending.

All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.