The Real AI Cost Question That Defines The Next Quarter of Alphabet Vs. Microsoft
· finance.yahoo.com
Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered yet.
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MSFT surged 15% post-earnings while GOOGL slipped, after both doubled capex and GOOGL posted its first-ever negative free cash flow quarter.
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