Microsoft and Alphabet reported earnings that disappointed investors, casting uncertainty on the future growth of artificial intelligence (AI) investments. Despite the hype around AI, their results suggest that spending in this area may not be as robust or sustainable as expected. This has caused weakness in related chip and cloud technology stocks, signaling caution for investors betting heavily on the AI trade. The market will be watching upcoming earnings and spending trends closely to gauge the true momentum of AI-driven growth.
Microsoft shares trade at USD 525.54, down 1.03% as of Oct 29, 2026 21:42 WIB on Pluang. Alphabet's stock fell sharply by 12.24% to USD 285.13, showing investor caution. AMD and CoreWeave also declined, with AMD down 2.01% at USD 566.80 and CoreWeave down 2.42% at USD 62.38, reflecting broader tech sector weakness.
Microsoft CEO Satya Nadella emphasized that relying on a small number of large customers for AI capacity sales is not a viable business model, highlighting the company's focus on broad, recurring enterprise workflows. Despite strong Azure growth of 4...
Microsoft reported a strong first quarter for fiscal year 2027, with revenue increasing 18.8% and earnings per share exceeding expectations. The growth was largely fueled by a 48.2% revenue increase in its Azure cloud services, reflecting strong clou...
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 ...
Microsoft's latest quarterly report reveals that revenue from OpenAI makes up about 11% of its total revenue, reaching $10 billion out of $92.3 billion. Microsoft owns roughly 24% of OpenAI and has extended $7.2 billion in trade credit to the company...
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 busin...
