---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000959643.md"
description: "Microsoft’s strong Azure growth shows that disciplined AI capex brings solid returns. On the other hand, Alphabet’s negative free cash flow naturally makes investors cautious. Personally, I would prefer Microsoft's strong execution and cloud cash flow stability into 2027."
datetime: "2026-10-29T04:09:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000959643.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000959643.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000959643.md)
author: "[kailash](https://longbridge.com/en/profiles/25105977.md)"
generator: "portal-rs"
---

# Microsoft’s strong Azure growth shows that discipl…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**