Ok-To The Moon - Tiger Brokers Online Investing Community

Alphabet rose 1.34% and Microsoft slipped 0.06% Wednesday, then fell 9.93% and rose 3.45%, respectively, after earnings. Microsoft beat estimates with $92.3B revenue and $4.89 adjusted EPS; Azure grew 48%. Alphabet’s $127.58B revenue and $2.12 EPS missed expectations. Bulls see cloud demand and Microsoft’s cash generation supporting AI capex; bears warn spending, depreciation, and investment losses amplify risk. What must Amazon, Intel, and SanDisk show to prove AI spending is generating cash?

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