OpenAI's annualized revenue fell short of expectations, highlighting risks in the AI ecosystem due to large capital investments and negative cash flow. Meanwhile, Alphabet and Microsoft reported strong AI-driven revenue growth, with Alphabet's Q3 revenue up 25% and Microsoft's fiscal Q1 revenue up 19%. Both companies are investing heavily in AI infrastructure, with Alphabet expecting capital expenditures to rise significantly by 2027. Despite strong demand, these investments bring margin pressures and operational challenges as they scale AI services.
Alphabet's market cap stands at $3.90 trillion, while Microsoft's is slightly higher at $3.95 trillion as of Oct 29, 2026 08:01 WIB. On Pluang, Alphabet's stock price is down 7.79% for the day at USD 295.60, contrasting with Microsoft's 3.10% gain to USD 547.80. Despite the sell pressure on Microsoft shares with 77% of Pluang order activity being sell orders, Alphabet sees strong buy interest at 88% buy orders, reflecting differing investor sentiment on the two tech giants amid their AI investments.
Alphabet's Other Bets segment, including Waymo, generated $372 million in Q3 revenue, just 0.3% of total sales, but posted a $2.05 billion operating loss. Waymo is expanding its robotaxi service across 15 U.S. cities and internationally to Canada, Ge...
Alphabet reported third-quarter revenue of $127.6 billion, slightly below analyst expectations of $128 billion, and earnings per share of $2.12, well under the $3.02 expected. The company’s heavy investment in AI, costing $51.4 billion and resulting ...
Alphabet reported lower-than-expected profit and revenue for Q3, with a $9.07 billion negative free cash flow driven by heavy AI-related spending. The company’s core ad revenue fell short by $1.41 billion, while Google Cloud revenue more than doubled...
Microsoft disclosed for the first time that its Azure cloud service generated $33.2 billion in revenue in Q3, a 48% increase year-over-year. This puts Azure slightly ahead of Google Cloud's $30.7 billion revenue for the same period, though Google Clo...
Google is rolling out ads in its AI-powered Search internationally, aiming to create new revenue streams as traditional Search ad growth slows. Despite Alphabet's Q3 revenue rising 25% to $127.6 billion, Search ad growth decelerated to 12% year-over-...
