Bloomberg Surveillance · Thursday, July 16, 2026
Dan Ives sees Microsoft as a 'penalty box stock' that is recovering, despite initial investor concerns related to AI competition. He emphasizes that Microsoft is essential to the AI revolution, particularly for enterprises adopting AI, and expects strong hyperscaler growth from the company.
“We and we've talked about it, you know, for really for months. This is one major penalty box stock.”
“I think investor have viewed it, you know, the relationship with the open AI competition from Google and everyone else in terms of the hyper scours.”
“The reality is is the AI revolution doesn't happen without Microsoft with Nedella, because if you look at it, it's their core backyard as enterprises move to AI deployments.”