Google’s AI Spending Is Getting CRAZY!! Microsoft Looks Smarter
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Google Cloud grew 103%, compared with Azure’s 48% growth. So why did investors react more favorably to Microsoft (MSFT) than Alphabet (GOOGL)? Microsoft reported $18.6 billion in free cash flow, while Alphabet posted negative $9.1 billion. Matt Frankel, Tyler Crowe, and Jon Quast discuss the AI spending boom, why cash flow matters more than ever, and whether Microsoft’s proposed $25 billion bond sale could signal bigger investments ahead.
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