Bloomberg Surveillance · Wednesday, August 5, 2026
Dan Ives believes Microsoft's recent earnings report and call represent an inflection point for the entire tech sector, particularly concerning AI monetization. He argues that investors were under-discounting the monetization potential of Azure and that this earnings season shows the AI revolution is in its early stages.
“I mean, I think first of all, the market was painting it wrong relative to where they were on the AI Revolution, the mondzation piece, and like I've said, I mean I leave what Microsoft should in that quarter. I think that's an inflection point for all of tech because it shows what's happening in monization, the hyperscalurs.”
“We're going to look. Back and this is gonna be a monumental sort of turning point.”
“Oh, I think, I mean Ackman saw around the corner because investors were massively discounting what the monization story was going to be with Azure and I think ultimately counting out Nadella because some of the Open AI stuff and sort of the narrative, and I think it just speaks to him.”