Alphabet’s after-hours decline suggests investors were concerned about cash-flow quality despite strong cloud growth. Do…
Alphabet’s after-hours decline suggests investors were concerned about cash-flow quality despite strong cloud growth. Doubling cloud revenue highlights robust AI and cloud demand, but negative free cash flow raises questions about the scale and timing of infrastructure spending and its near-term impact on cash generation. Microsoft’s positive after-hours reaction, supported by 48% Azure growth, indicates stronger investor confidence in its cloud momentum.
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