Which post-Fed signal would co

1
Comment
Favorite

bs6969
10-28 23:44

Which post-Fed signal would convince you that the rally has broadened beyond a handful of higher-beta shares?

Lower interest

# Microsoft, Alphabet Earnings Diverge: Whose AI Spend Pays Off First?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":623319366501016,"tweetId":"623319366501016","gmtCreate":1793202282771,"gmtModify":1793202285989,"author":{"id":4101807333451210,"idStr":"4101807333451210","authorId":4101807333451210,"authorIdStr":"4101807333451210","name":"bs6969","avatar":"https://community-static.tradeup.com/news/cb2b107c73fdc9b20f28d456368c76e0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":720,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":405,"starInvestorOrderShareNum":2659,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":2.29,"showRor":true,"winRationPercentage":80.120482,"tradeVolumeEst":0},"themes":[{"themeId":"3f1821112a55438184638ea947dd8554","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Microsoft, Alphabet Earnings Diverge: Whose AI Spend Pays Off First?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3f1821112a55438184638ea947dd8554}&rnconfig={\"headerBarHidden\": true}","description":"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?","image":"https://community-static.tradeup.com/news/17734d73b713c7f884e9dab155c10284"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Which post-Fed signal would convince you that the rally has broadened beyond a handful of higher-beta shares? \n \n \n \nLower interest</body></html>","htmlText":"<html><head></head><body>Which post-Fed signal would convince you that the rally has broadened beyond a handful of higher-beta shares? \n \n \n \nLower interest</body></html>","text":"Which post-Fed signal would convince you that the rally has broadened beyond a handful of higher-beta shares? Lower interest","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/623319366501016","repostId":0,"isVote":1,"tweetType":1,"viewCount":187,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":106,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}