Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results
Bloomberg Tech
Bloomberg
4.4 • 69 Ratings
🗓️ 28 January 2026
⏱️ 35 minutes
🧾️ Download transcript
Summary
Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.
Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.
Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.
And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.
Carol and Tim speak with:
- Bloomberg Intelligence Senior Technology Analyst Anurag Rana
- James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital
- Bloomberg News Senior Technology Reporter Kurt Wagner
- Bloomberg Tech Co-Host Ed Ludlow
- Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man
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Transcript
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| 0:00.0 | I'm Barry Rittaltz inviting you to join me for the Masters in Business podcast. Every week, |
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| 0:50.9 | That's the Masters in Business Podcast with me, Barry Rittaltz. Listen on Apple, Spotify, |
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| 1:03.2 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 1:09.6 | This is a breaking news update from Bloomberg. |
| 1:13.9 | Instant reaction and analysis from our 3,000 journalists and analysts around the world. |
| 1:21.0 | Carol Masser, along with Tim Stenevick, live in our Bloomberg Interactive Broker Studio. |
| 1:25.1 | As we mentioned, those big three of the MagS7 reporting. Right now, |
| 1:29.6 | META is up about 4.5% and Microsoft down about 5% off its aftermarket lows. Tesla has also |
| 1:36.8 | bounced back. I want to bring in Bloomberg Intelligence, Senior Technology Annalist, Onurag Rana. |
| 1:40.9 | He joins us in Bloomberg's Chicago Bureau. Microsoft down 5% right now. |
| 1:47.2 | Taking a look at some of the headlines, Anurag, that crossed. I know you've only had a few minutes to |
| 1:52.6 | actually look at these. Second quarter, Azure, another cloud revenue. XFX was up 38% meeting |
| 1:58.9 | estimates. Second quarter revenue for the company, beat estimates at $81.27 billion. |
| 2:05.9 | Second quarter intelligent cloud revenue, beat estimates. |
... |
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