Microsoft Up, Google Down. A Tale of Two Hyperscalers.

Investors are showing little patience for lavish spending and meager returns on companies’ artificial intelligence bets.

Read the full story at New York Times AI ↗

Timeline · 1 report

2026-10-29 12:20 · New York Times AI
Microsoft Up, Google Down. A Tale of Two Hyperscalers.

More stories

8 examples of Gemini 4 Argon in action — Google Gemini Blog
AI Is Almost the Easy Part. Everything Else Is Hard — Wall Street Journal Technology
AI build-out hits snag as Google and Microsoft put off raising capex forecasts — CNBC Technology
US Stock Futures Today: Alphabet, Caterpillar, Instacart, Microsoft — Bloomberg AI
Nasdaq futures fall as Alphabet slides and Microsoft rises on results — The Next Web
Google and Microsoft Spent Alike on AI. Only One Still Made Cash — DailyAI
Oracle Creates AI Workspace on ChatGPT — Wall Street Journal Technology
Investors brace for a hawkish hold and tech on tap — CNBC Technology

Get the daily brief of stories like this at 6:30 every morning →