#EarningsSeason
⚖️ Microsoft Up, Alphabet Down: Same Night, Opposite AI Verdicts
📈 Microsoft beat: revenue $92.28B vs $90.69B expected, EPS $4.89 vs $4.73 (LSEG)
☁️ Azure grew 48%, above Microsoft's own 44-45% guide
📉 Alphabet missed: revenue $127.58B vs $128.22B, EPS $2.67 vs $3.02
☁️ Google Cloud still doubled, +103% to $30.7B
⚠️ Alphabet free cash flow came in at -$9.07B vs about -$2.7B expected
💸 Q3 capex $51.4B, and Alphabet says 2027 spending will rise significantly
📊 After hours: MSFT up about 4%, GOOGL down about 10%
📅 Amazon reports after today's US close
What it means for crypto: the market is rewarding AI spending that turns into cash, not spending alone. $BTC is just under $80K, down about 2% in 24h, and Amazon's AWS print could set the tone for risk appetite tonight.
Is negative free cash flow the new AI red flag? 👇
$BTC $ETH
#EarningsSeason #CryptoNews #AI #BigTech
⚖️ Microsoft Up, Alphabet Down: Same Night, Opposite AI Verdicts
📈 Microsoft beat: revenue $92.28B vs $90.69B expected, EPS $4.89 vs $4.73 (LSEG)
☁️ Azure grew 48%, above Microsoft's own 44-45% guide
📉 Alphabet missed: revenue $127.58B vs $128.22B, EPS $2.67 vs $3.02
☁️ Google Cloud still doubled, +103% to $30.7B
⚠️ Alphabet free cash flow came in at -$9.07B vs about -$2.7B expected
💸 Q3 capex $51.4B, and Alphabet says 2027 spending will rise significantly
📊 After hours: MSFT up about 4%, GOOGL down about 10%
📅 Amazon reports after today's US close
What it means for crypto: the market is rewarding AI spending that turns into cash, not spending alone. $BTC is just under $80K, down about 2% in 24h, and Amazon's AWS print could set the tone for risk appetite tonight.
Is negative free cash flow the new AI red flag? 👇
$BTC $ETH
#EarningsSeason #CryptoNews #AI #BigTech
