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Microsoft's Goldilocks AI Quarter

Bloomberg Technology Thursday 30 July 2026, 15:45 UTC 1 min read
Key Points

Jul 30th, 2026 Microsoft's Goldilocks AI Quarter Microsoft's blockbuster earnings sparked a major rally as TD Cowen's Derrick Wood joins Bloomberg TV to explain why this was the perfect "Goldilocks" quarter. From accelerating Azure growth and improving AI economics to surging Copilot adoption, here's why Wall Street believes Microsoft's AI story is getting even stronger.

Jul 30th, 2026 Microsoft's Goldilocks AI Quarter Microsoft's blockbuster earnings sparked a major rally as TD Cowen's Derrick Wood joins Bloomberg TV to explain why this was the perfect "Goldilocks" quarter. From accelerating Azure growth and improving AI economics to surging Copilot adoption, here's why Wall Street believes Microsoft's AI story is getting even stronger.
Microsoft (ORG) Goldilocks AI Quarter Jul 30th (ORG) Goldilocks AI Quarter (ORG) TD Cowen's (ORG) Derrick Wood (ORG) Bloomberg TV (ORG) Azure (ORG)
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