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Microsoft, Google Report Tonight: Can AI Spending Turn Into Cash?
Alphabet rose 0.84% Tuesday ahead of Wednesday’s after-close reports. Consensus expects Microsoft at $4.82 EPS on $92.49B revenue and Alphabet at $3.11 on $132.02B. Beyond Azure and Google Cloud growth, investors will assess AI revenue, backlogs, capex, and free cash flow. Bulls hope cloud demand funds data-center expansion; bears warn growth may lag depreciation and cash burn. Which best shows AI spending paying off: Azure, Google Cloud, or chip orders?
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