Alphabet's shares fell more than 10% in premarket trading after missing earnings and revenue forecasts, with AI chat tools eating into Google's Search revenue for the second consecutive quarter. This is concerning as Search is a key high-margin business funding Alphabet's AI investments. Meanwhile, Microsoft reported strong Azure cloud growth of 48%, driving its shares higher and forecasting up to $97 billion in Q2 revenue, though its lower capex guidance pressured neocloud firms reliant on Microsoft. Investors are also watching Amazon's upcoming earnings amid expectations of continued negative free cash flow and strong cloud growth. The tech sector shows diverging fortunes, challenging the view of the largest stocks as a single trade.
As of Oct 29, 2026 18:33 WIB, Alphabet's shares on Pluang have dropped sharply by 11.02% to USD 289.10, reflecting significant investor reaction to its earnings miss. Microsoft shares are up 1.53% at USD 539.13, despite mixed sentiment with 77% of Pluang orders selling. Amazon is trading down 1.92% at USD 249.70, with a majority of 62% buy orders on Pluang, highlighting varied investor interest in major tech stocks.
Microsoft and Alphabet reported earnings on the same day with contrasting market reactions due to their free cash flow performance amid heavy AI investments. Alphabet missed search revenue expectations by $1.5 billion and had negative free cash flow ...
Alphabet reported $51.36 billion in Q3 2026 capital expenditures, causing some institutional investors to worry about cash burn. However, the company's AI-focused investments are driving significant growth, with Google Cloud revenue doubling to $30.7...
Google's AI-powered search is seeing faster query growth but generates less revenue per query compared to traditional search, causing a slowdown in overall Search revenue growth. Executives acknowledged that while AI Mode queries are longer and more ...
Alphabet's shares fell 10% after missing earnings expectations and signaling increased AI-related spending without a clear payoff timeline. Despite Google Cloud's 103% growth, Alphabet's heavy capital expenditure and negative free cash flow alarmed i...
Alphabet reported slower-than-expected revenue growth in its core search business, with search revenue up 12% but missing estimates for the second consecutive quarter. This slowdown is attributed to a shift as more users turn to AI-powered bots and a...
