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Alphabet Sinks, Microsoft Rallies: Wall Street Questions the AI Trade
Nasdaq futures fell around 1% Thursday as Alphabet and Microsoft earnings showed investors demanding stronger returns from AI spending.
Alphabet dropped about 10% premarket after disappointing search advertising and growing AI cash demands. Microsoft rose on stronger cash flow and an upbeat cloud outlook. That contrast could reprice technology shares. Nasdaq futures fell while Dow futures advanced, highlighting that divide.
Winners
1. Cloud platforms showing measurable returns
Names: $MSFT (Microsoft), $AMZN (Amazon)
Why this group could win: Microsoft has shown cloud growth and cash…
The skinny
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