Microsoft and Alphabet’s results indicate the AI game is more of a long-term strategy

Alphabet and Microsoft’s quarterly results have sent their respective shares in opposite directions. Alphabet’s stock is up about 6% in  morning trading, while Microsoft’s is off a little more than 3.6%.


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It’s not too useful to compare the two companies’ overall performance given their varied product lines and the different economic conditions they have to navigate. But when it comes to AI-related costs and revenues, they share enough surface area that their comments are worth comparing.

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