Microsoft & Bloomberg L.P. — Bloomberg L.P.

Microsoft: Microsoft is down 20% in 2026, with June its worst month since 2000, due to concerns over aggressive AI spending and vulnerability as a software maker. It plans to eliminate 3,200 Xbox jobs and divest four studios.

Bloomberg L.P. — Bloomberg L.P.: Bloomberg L.P. — Bloomberg L.P. provided data on earnings estimate revisions, showing Mag 7 estimates falling and chipmaker estimates rising.

Microsoft: Central company; reported strong earnings, record market cap gain, and confirmed Copilot super app. Positive outlook with strong Azure growth and AI monetization.

Bloomberg L.P. — Bloomberg L.P.: Analyst commentary on Microsoft's results, contributing to market perception.

Microsoft: Microsoft shares fell 3-5% as part of the software sector rout.

Bloomberg L.P. — Bloomberg L.P.: Bloomberg L.P. — Bloomberg L.P. analyst Anurag Rana noted that software companies like Workday and SAP may feel the pinch, providing research insights.

Microsoft: Microsoft could lose OpenAI as a cloud customer if the deal goes through, but remains a key AI player.

Bloomberg L.P. — Bloomberg L.P.: Bloomberg L.P. — Bloomberg L.P. analysts provided commentary on the deal's implications for neocloud providers.

Microsoft: Microsoft has compute deals with Anthropic and competes with Meta; the deal may affect cloud competition.

Bloomberg L.P. — Bloomberg L.P.: Bloomberg L.P. — Bloomberg L.P. analyst Amandeep Singh provided commentary on the deal's implications.

Microsoft: Microsoft is a major AI spender, and its earnings performance influences investor sentiment on AI stocks.

Bloomberg L.P. — Bloomberg L.P.: Bloomberg L.P. — Bloomberg L.P. analysts expressed skepticism about Musk's optimistic forecasts, noting the stock's high valuation.