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Stocks slipped on Wednesday after the latest round of earnings prompted concern among investors over the economic outlook, adding to the angst over painfully high interest rates, while benchmark U.S. Treasury yields and the dollar ticked up.

The Nasdaq and the S&P 500 slipped on Wednesday as tech giant Alphabet slumped after its cloud division missed revenue estimates, while post-earnings gains in Microsoft and Boeing helped lift the Dow.

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In this video, I will talk about the two tech giants Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Microsoft (NASDAQ: MSFT), their recent earnings reports, especially why Alphabet stock is down, and why Microsoft's is up.

Technology stocks were mixed premarket Wednesday as the Technology Select Sector SPDR Fund (XLK) was 0.4% higher while the SPDR S&P Semiconductor ETF (XSD) was down 0.1% recently.

Morning Markets December E-Mini S&P 500 futures (ESZ2 3) are down -0.28%, and the Dec Nasdaq 100 E-Mini futures (NQZ2 3) are down -0.53%. Stock index futures this morning are moderately lower on some disappointing technology earnings results. Alphabet is down more than -6% in pre-market trading after reporting weaker-than-expected...

The Nasdaq and the S&P 500 were set to open lower on Wednesday as tech giant Alphabet slumped after its cloud division missed revenue estimates, while other mega-cap stocks also edged lower pressured by rising U.S. Treasury yields.

It has been pretty rare for the Dow Jones Industrial Average (DJINDICES: ^DJI) to take a leadership role in the stock market lately. Many investors have focused instead on major market benchmarks with more of a concentration in high-growth stocks rather than the tried-and-true, m

Below is Validea's guru fundamental report for MICROSOFT CORP (MSFT). Of the 22 guru strategies we follow, MSFT rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental moment

Stocks seesawed on Wednesday after the latest round of earnings prompted concern among investors over the economic outlook, as even Google parent Alphabet disappointed, adding to the angst over painfully high interest rates.

Futures tracking the Nasdaq and the S&P 500 slipped on Wednesday as tech giant Alphabet slumped after its cloud division missed revenue estimates, while other mega-cap stocks also edged lower pressured by rising U.S. Treasury yields.

Microsoft is outstripping Alphabet in the race to make money from generative artificial intelligence through early bets on OpenAI and focus on big clients, raising worries that the Google parent could lose share in the cloud-computing market.

Microsoft is outstripping Alphabet in the race to make money from generative artificial intelligence through early bets on OpenAI and focus on big clients, raising worries that the Google parent could lose share in the cloud-computing market.

Tech titans Microsoft ( NASDAQ:MSFT ) and Alphabet ( NASDAQ:GOOGL ) reported their quarterly financial numbers on Tuesday. Thanks to the  AI (Artificial Intelligence) boost, Microsoft impressed investors with its performance in the cloud segment. However, Google’s AI initiatives are yet to provide a meaningful push to its cloud revenues, as the segment disappointed with its Q3 performance. While MSFT edged past Google with its growth rate, one quarter’s performance is insufficient to judge which company has the upper hand in the cloud space.  Interestingly, it's not Microsoft or Google, but according to  Robert W. Baird analyst Colin Sebastian, Amazon ( NASDAQ:AMZN ) stands out as the top player in the Cloud segment. In a note to investors dated October 24, Baird analyst highlighted that Amazon’s AWS (Amazon Web Services) remains the largest cloud provider. Notably, AMZN is scheduled to report its  Q3 earnings on October 26, and the analyst expects the AWS segment to register an increase of about 13% year-over-year, reflecting a slight improvement in growth rate on a sequential basis.  Coming back to Microsoft and Google, these companies are aggressively investing to scale their AI infrastructure and incorporate AI into their cloud products and segments. With this backdrop, let’s look at what the Street recommends for MSFT and GOOGL stocks.  What is the Forecast for Microsoft Stock? Microsoft dedicated $11.2 billion to capital expenditure to grow its AI infrastructure and support cloud demand in the first quarter of Fiscal 2024. Moreover, Microsoft expects capital expenditure to increase sequentially, reflecting increased investments in the cloud and AI infrastructure.  Thanks to the increased investments and incorporation of AI, MSFT’s management expects Azure (its cloud platform) to deliver revenue growth of 26% to 27% in constant currency in Q2 FY24. Moreover, the Intelligent Cloud segment’s top line is projected to gain from increased GPU capacity and better-than-expected GPU utilization of MSFT’s AI services.  Given the lift from AI and strength in its Cloud business, Wall Street analysts maintain a bullish outlook on MSFT stock. With 32 Buys and four Holds, Microsoft stock has a Strong Buy consensus rating. Further, the  average MSFT stock price target of $401.19 implies 21.38% upside potential from current levels. What is the Prediction for Alphabet Stock? While AI is helping Microsoft offset the negative impact of spending optimization by enterprises, Alphabet’s cloud division has yet to recognize any such benefits. Nonetheless, the company is investing in its cloud platform to drive customer engagement and is integrating AI across its cloud products and services, which will lift the segment’s revenue.   Further, Google offers a unified platform to analyze structured and unstructured data and advanced AI-optimized infrastructure, which is driving more customers to its platform. Like MSFT, Alphabet plans to grow its investments to bring generative AI capabilities into its products and capitalize on the opportunities ahead.  In addition to the growth prospects in the cloud segment, the strength in the Search business and an expected reacceleration in ad spending augur well for the company. GOOGL stock sports a Strong Buy consensus rating, reflecting 28 Buys and five Holds. Further, the  average GOOGL stock price target of $152.37 implies 9.77% upside potential from current levels. Bottom Line  Microsoft’s performance in the cloud segment was impressive in the most recent quarter, as the company is reaping the rewards of its AI initiatives. Meanwhile, Google's AI initiatives have yet to substantially boost its cloud revenue, but its ongoing investments and expanding AI capabilities bode well for its long-term growth.  Both MSFT and GOOGL stocks enjoy a Strong Buy consensus rating from analysts. Thus, drawing conclusions about which company has a competitive edge in the cloud space based on just one quarter's performance will be premature. That said, analysts’ average price target indicates that MSFT offers a higher upside potential from current levels. Disclosure

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December Nasdaq 100 E-Mini futures (NQZ23) are trending down -0.61% this morning as disappointing results from Alphabet’s cloud business overshadowed upbeat earnings results from Microsoft while investors looked ahead to the next round of corporate earnings.

It's been almost a year since ChatGPT was commercially released. And after its meteoric rise, companies of all sizes quickly realized just how crucial artificial intelligence (AI) is going to be for digital transformation.Perhaps unsurprisingly, big tech has been leading the char

Nasdaq and S&P 500 futures fell on Wednesday, led by a slide in Alphabet on weak growth in its cloud division, while other mega-cap tech stocks also felt the pressure of rising U.S. Treasury yields and investors fretted over the Israel-Hamas conflict.