$Microsoft(MSFT.US) had the cleaner quarter with Azure up 48…

Rate Of Return

Oct 29, 2026 at 06:32 AM

$Microsoft(MSFT.US) had the cleaner quarter with Azure up 48% and stronger guidance, while Alphabet's search and YouTube ads missed. $Alphabet(GOOGL.US) is still the faster growth bet because Google Cloud more than doubled and its backlog is huge.

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft Gains

Alphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...

Alphabet

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Microsoft

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$Microsoft(MSFT.US) had the cleaner quarter with Azure up 48% and stronger guidance, while Alphabet's search and YouTube…