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Goldman Says Microsoft Shows How Its AI Bet Pays Off

Bloomberg Technology Thursday 30 July 2026, 17:28 UTC By Ed Ludlow 1 min read
Key Points

Goldman Says Microsoft Shows How Its AI Bet Pays Off Microsoft Corp. is giving investors clearer signs that it has multiple ways to turn its artificial-intelligence investment into revenue, Goldman Sachs Group Inc. analyst Gabriela Borges said, as the shares surged the most in almost 18 years. “You’re seeing more breadcrumbs around Microsoft’s ability to pull varying levers on the monetization side that perhaps were not nearly as obvious as before,” Borges said Thursday in a Bloomberg...

Goldman Says Microsoft Shows How Its AI Bet Pays Off Microsoft Corp. is giving investors clearer signs that it has multiple ways to turn its artificial-intelligence investment into revenue, Goldman Sachs Group Inc. analyst Gabriela Borges said, as the shares surged the most in almost 18 years. “You’re seeing more breadcrumbs around Microsoft’s ability to pull varying levers on the monetization side that perhaps were not nearly as obvious as before,” Borges said Thursday in a Bloomberg Television interview.
Goldman (ORG) Pays Off Goldman (ORG) Off Microsoft Corp. (ORG) Goldman Sachs Group Inc. (ORG) Gabriela Borges (PERSON) Microsoft (ORG) Borges (PERSON) Bloomberg Television (ORG)
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