🤯 Good morning! Last night, the market delivered contrasting verdicts on AI big tech companies. Microsoft’s stock rose about 3.8% after hours, as Azure grew 48%, exceeding market expectations 💙 Alphabet’s stock dropped around 7%, despite Google Cloud growing 103% and generating $30.7B in revenue ☁️ I think this clearly reflects just how harsh the AI market has become right now. Even with strong growth in Google Cloud, overall revenue slightly missed estimates, and EPS was pressured by an $8.7B investment loss. The market is now looking at the full picture: How much revenue is AI actually generating? Is the core business still strong? Can profits and cash flow support massive CapEx? AI still carries a premium—but that premium must be proven with numbers every quarter 📊 Source: https://t.co/4dsTPZrguC