Opinion Google and Microsoft weave tangled AI webs:

cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html

Credibility B

Oct 29

AI build-out hits snag as Google and Microsoft put off raising capex forecasts: Microsoft and Alphabet both reported capital expenditures that fell short of ...

3 similar articles

Investor's Business Daily

Oct 29

Microsoft Tops Quarterly Estimates As Azure Growth Accelerates: Microsoft late Wednesday handily beat Wall Street's targets for its fiscal first quarter ...

investors.com/news/technology/microsoft-stock-msft-fiscal-q1-2027-earnings/

cnbc.com/video/2026/10/28/d-a-davidsons-gil-luria-why-microsoft-and-google-are-very-attractively-valued.html

CNBC Oct 28

D.A. Davidson’s Gil Luria explains why he has a ‘slight preference’ for Microsoft over Google

reuters.com/world/china/global-markets-global-markets-2026-10-29/

Oct 29

Asian shares fall as Alphabet earnings miss drags Wall St futures lower: Asian shares gave up earlier gains on Thursday as AI-related earnings announcements ...

2 similar articles

reuters.com/commentary/breakingviews/what-difference-year-makes-ai-accounting-2026-10-29/

Oct 29

OpinionWhat a difference a year makes in AI accounting: Alphabet, Amazon, Meta ⁠and Microsoft spread data-center kit costs over 5 to 6 years ...

reuters.com/business/alphabets-google-cloud-unit-beats-quarterly-revenue-estimates-steady-ai-demand-2026-10-28/

Oct 29

Alphabet stock sinks as search woes cause revenue miss, cash burn worsens: Google parent Alphabet reported disappointing results in the core business of search ...

2 similar articles

barrons.com

A−

Oct 29

Chip and Cloud Stocks Stutter. Why Microsoft and Alphabet Earnings Hit the AI Trade.

barrons.com/articles/microsoft-alphabet-earnings-ai-amd-coreweave-98a4ad58

Paid articlePaywall

5 similar articles

cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html

Oct 28

Microsoft earnings will land after the close: Microsoft will report Azure revenue in dollars for the first time as it spends heavily to expand artificial ...

6 similar articles

reuters.com/commentary/breakingviews/anthropics-ipo-is-crucial-ai-gut-check-2026-09-23/

Sep 24

OpinionAnthropic’s IPO is a crucial AI gut-check: The Claude maker’s public debut is slipping, forestalling a moment of truth for Big Tech. Vast revenue backlogs ...

reuters.com/commentary/breakingviews/chinas-brutal-ai-economics-hold-lessons-us-2026-09-16/

Sep 17

OpinionChina's brutal AI economics hold lessons for US: Anthropic CEO Dario Amodei's ⁠calls to slow progress risk upending business models. For a glimpse of the ...

marxistphilosophyofscience.com/2026/09/14/braking-for-humanity-the-political-economy-of-silicon-valleys-proposed-ai-slowdown/

marxistphilosophyofscience.com Sep 15

Braking for Humanity: The Political Economy of Silicon Valley's Proposed AI Slowdown - Marxist Philosophy of Science

cnbc.com/2026/08/03/big-techs-anthropic-and-openai-stakes-distort-corporate-earnings.html

Aug 03

Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture

4 11

cnbc.com/2026/04/30/google-microsoft-and-amazon-all-report-cloud-beats-in-earnings.html

Apr 30

Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

2 0

reuters.com/business/retail-consumer/big-tech-investors-gauge-payoff-ai-spending-set-hit-600-billion-2026-04-28/

Apr 28

Big Tech investors to gauge payoff as AI spending set to hit $600 billion: Big Tech has spent hundreds of billions of dollars over three years to power the ...

2 similar articles

10 6

Business Insider

B−

Feb 10

4 AI stocks that could rise on a new wave of OpenAI hype: DA Davidson: DA Davidson analysts say a new wave of hype amid fresh funding for OpenAI could boost four ...

businessinsider.com/ai-stock-picks-openai-nvidia-google-coreweave-microsoft-chatgpt-alphabet-2026-2

Fast Company

B−

Feb 08

Here’s how much Amazon, Microsoft, Meta, and Google will spend to develop more AI in 2026

fastcompany.com/91488664/how-much-amazon-microsoft-meta-google-alphabet-are-spending-on-ai-investment-2026

3 similar articles

The Jakarta Post

Feb 05

Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth

thejakartapost.com/business/2026/02/05/google-goes-from-laggard-to-leader-as-it-pulls-ahead-of-openai-with-stellar-ai-growth.html

cnbc.com/2025/12/02/mistral-unveils-new-ai-models-in-bid-to-compete-with-openai-google.html

Dec 02 25

French AI lab Mistral releases new AI models as it looks to keep pace with OpenAI and Google