Alphabet and Microsoft are on both sides of the AI boom's biggest bills: Chart of the Day - Yahoo Finance — SkimNews
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- Alphabet and Microsoft are on both sides of the AI boom’s biggest bills, with their earnings focusing attention on AI cash-flow drain.
- Microsoft stock was not getting crushed like Google stock after earnings, while coverage cast cash as king as investors drew new battle lines in the AI spending boom.
Why it matters: Yahoo Finance, Reuters and Bloomberg converge on cash as the test for investors: Alphabet and Microsoft’s earnings bring AI spending’s drain into focus. The overlooked wrinkle is that the stocks are not being treated alike, with Microsoft not getting crushed like Google after earnings.
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