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Amazon focuses on AWS growth and cash flow; Microsoft shines with Azure; Google struggles with search revenue amid AI competition.

29 Oct 2026, 20:28 WIB
Seeking Alpha
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Neutral
Amazon focuses on AWS growth and cash flow; Microsoft shines with Azure; Google struggles with search revenue amid AI competition.

Amazon's earnings highlight strong AWS growth and retail strength driven by successful Prime Days, with cash flow as a key focus. Microsoft impresses with robust Azure growth and resilient software business, supporting a positive long-term outlook despite a new bond offering. Alphabet faces challenges as search revenue slows despite high query volumes, with AI competition affecting its core business. Macro data shows persistent inflation and mixed signals, raising questions about the timing and size of future Federal Reserve rate hikes.

Microsoft trades at USD 525.73 on Pluang, down 0.99% as of Oct 30, 2026 00:41 WIB. Amazon is priced at USD 245.88, down 3.42%, while Alphabet's Class A shares fall sharply by 12.90% to USD 283.00. Pluang data shows strong sell activity for Microsoft at 77%, contrasting with high buy interest for Alphabet at 88%.

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