Bloomberg Intelligence Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results
18 snips
Jan 28, 2026 Ed Ludlow, Bloomberg Tech co-host covering tech and autos on the ground. James Chakmok, CIO at Clockwise Capital with portfolio and big-tech investment perspective. Anurag Rana, BI senior tech analyst focused on cloud and AI research. They discuss Microsoft’s Azure growth and record spending. They examine Meta’s ad strength and rising capex. They unpack Tesla’s surprise xAI funding and robo-taxi plans.
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Azure Growth Met Expectations, Not Beat
- Microsoft met Azure growth but didn't exceed lofty expectations, which pressured the stock despite solid revenue and RPO figures.
- Anurag Rana suggests supply constraints may be muting growth and that higher CapEx is expected and likely temporary.
Big Clouds Likely To Dominate AI Infrastructure
- The AI/cloud landscape is in flux and multiple winners could emerge, but Microsoft, Amazon and Google have structural advantages.
- Anurag Rana argues their capital, market share and distribution will keep them dominant in cloud AI.
Protect Software Moats, Not Commodities
- If you sell commodity software, expect pricing pressure as AI tooling and low-cost alternatives emerge.
- Focus on core enterprise systems of record to preserve pricing power and avoid disruption.
