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Alphabet, Amazon and Microsoft added nearly $1.5 trillion in combined value this week
Amazon and Microsoft rallied after earnings, while Alphabet fell as investors weighed faster cloud growth against heavier AI spending.
- The Big Three—Alphabet, Amazon, and Microsoft—posted strong quarterly earnings, with Amazon and Microsoft experiencing notable post-earnings jumps.
- Google Cloud revenue surged 82% year over year, significantly outpacing Amazon Web Services' 37% and Microsoft Azure's 43% growth, reflecting accelerating cloud demand.
- Alphabet reported a $514 billion cloud backlog and projected fiscal 2026 capital expenditures between $195 billion and $205 billion, fueled by AI-related infrastructure investments.
- Alphabet's market reaction remained mixed following its update, contrasting sharply with Amazon and Microsoft's enthusiasm, as investors digested the company's aggressive spending trajectory.
- Investors are reviewing cloud-focused investment theses as analysts suggest all three hyperscalers should deliver excellent long-term returns despite Alphabet's heavy infrastructure spending.
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6 Articles
The Real AI Cost Question That Defines The Next Quarter of Alphabet Vs. Microsoft
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.
·Lakewood, United States
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Wall Street is increasingly divided on who will win and who will lose in the AI field, after the world’s largest technology companies presented their results and confirmed or increased their investment forecasts, suggesting that the spending wave has not yet ceased. Nearly $2 trillion has moved this week into or out of the six mega-capitalizations that have presented results for the next season. The three biggest hyperscalers, Amazon, Microsoft …
Coverage Details
Total News Sources6
Leaning Left2Leaning Right1Center3Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 33%
C 50%
R 17%
Factuality
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