Don Herry (u/donherry)

8

c/Technology•Posted by u/donherry•about 3 hours ago

Same Night, Same AI Bet, Totally Different Reactions for Microsoft and Google

Discussion

Wednesday evening perfectly illustrates how picky Wall Street has gotten about AI spending. Microsoft and Alphabet both reported after-the-bell earnings; both showed strong cloud growth, yet one stock jumped about 4% while the other fell roughly 8–10%.

Start with Microsoft. Revenue came in ...

Same Night, Same AI Bet, Totally Different Reactions for Microsoft and Google