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Original headline: Alphabet, Microsoft, SK Hynix, Robinhood, and More Stocks That Explain Today’s Market
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AlphabetMicrosoftSK HynixRobinhood
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/27/2026 | 320.58 |
| Change that session | +1.19% |
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/27/2026 | 531.33 |
| Change that session | -0.24% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Microsoft earnings press release available on Investor Relations website
Microsoft announced that its fiscal year 2027 first-quarter financial results are available on its Investor Relations website, along with the earnings press release. The company will host a conference call at 2:30 p.m. Pacific Time, with a live webcast accessible through the same website.
- Micron, SK Hynix, GE Vernova, Alphabet, Vertiv, Boston Scientific, and More Stocks That Explain Today’s Market
- Microsoft Vs. Oracle: Same 2-Pronged AI Strategy, Very Different Outcomes
Microsoft and Oracle are pursuing the same AI opportunity by building hyperscale computing and embedding AI agents in enterprise software, but Microsoft funds its expansion from profits while Oracle relies on debt, new stock sales and customer prepayments. Microsoft's fiscal Q4 revenue rose 17.8% to $90.01B, Azure grew 43%, and Microsoft 365 Copilot passed 30 million paid seats. Oracle's fiscal Q1 revenue rose 29.6% to $19.35B, with cloud infrastructure up 121%, while software license revenue fell 15%. Microsoft generated $182.94B in operating cash flow in fiscal 2026 against $115.95B in capex, whereas Oracle spent $28.5B on capex in a single quarter, completed a $20B at-the-market stock sale, and saw interest expense rise 55% to $1.4B. Oracle shares are down 32.14% year to date while Microsoft is up 10.56%, and the author leans toward Microsoft for its more durable funding model.
- Prediction: Alphabet Could Be Sitting on More Upside Than Investors Realize
Alphabet (GOOG) closed at $320.76, and the 24/7 Wall St. model sets a price target of $423.95, implying 32.17% upside over 12 months, with a Buy rating at 70% confidence. The model points to Cloud, which grew 82% last quarter and carries a $514 billion backlog, while the stock has fallen 7% over the past week and sits about 21% below its 52-week high of $403.96. Q2 revenue rose 24.23% to $119.80 billion, beating estimates, and EPS of $9.11 was lifted largely by a $99.03 billion unrealized gain on equity securities. Risks include Q2 capex of $44.92 billion, free cash flow of -$5.86 billion, long-term debt rising from $46.5 billion to $98.2 billion, a $49.6 billion equity raise, and EU regulatory exposure. The article's bear case is $365.73 and its bull case is $442.71; of the Wall Street ratings cited, 13 are Strong Buy, 44 Buy, 5 Hold and zero Sell.
- Prediction: 3 Stocks That Will Be Worth More Than Apple 5 Years From Now
The author expects SpaceX (SPCX), Nvidia (NVDA) and Alphabet (GOOGL) to be worth more than Apple within five years, even after Apple recently regained the top market-cap spot. SpaceX, at about $2 trillion, could grow through AI infrastructure, with CEO Elon Musk projecting $500 billion to $1 trillion in annual recurring revenue in 2027, and a Tesla merger could quickly narrow the gap. Nvidia, with a $5 trillion market cap, trades at 13 times fiscal 2028 analyst estimates on a forward P/E basis, less than half of Apple's valuation. Alphabet, near $4 trillion, is credited with a lead in custom TPU chips, with Anthropic set to become a major TPU customer, and with distribution advantages from Search, Chrome and Android. The author argues that even a 10-times price-to-sales multiple on SpaceX's revenue would value it at $10 trillion.
- Alphabet (GOOG) Could Be a Key Rival to Meta in the Race for AI Assistants, Burke Wealth Says
Burke Wealth Management said its Focused Growth Strategy returned 10.8% net of fees in Q3 2026, versus a 2.3% gain for the S&P 500 Total Return Index, with a year-to-date return of 20.0% against 12.7% for the benchmark. The quarter benefited from a sharp recovery in enterprise software. In its Q3 letter, Burke said Alphabet (GOOG) is the only company with Meta's combination of AI talent, compute capacity and installed customer base, and expects an announcement from Alphabet shortly on agentic personal assistants. GOOG closed at about $317.28 on October 23, 2026, with a market capitalization of about $3.86 trillion and a one-month return of -6.99%.
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Latest news
- Microsoft's Satya Nadella says 24 new data centers built during Q1
Microsoft CEO Satya Nadella said on the company's Q1 earnings call that it built 24 new data centers across five continents as AI demand accelerated. He said the infrastructure is a fungible fleet that lets Microsoft dynamically allocate capacity across compute, data, foundry and Copilot. Time from dock to live for new GB300s in its biggest regions fell by about 20% quarter over quarter. Through optimizations across data center design, silicon, systems, software and models, throughput for Copilot workloads rose more than 50% quarter over quarter.
- Intel to report Q3 earnings as chip stocks continue to rebound
Intel will report its third-quarter earnings after the bell Thursday as chip stocks keep recovering from an AI-driven rout over the past month. Intel shares fell more than 20% over the last month, while Micron and AMD dropped roughly 10% and Nvidia about 3%. SK Hynix reported revenue up 328% to some $78.7 billion and operating profit up 632%, helping ease concerns about the AI trade. Bloomberg analyst consensus expects Intel EPS of $0.40 on revenue of $16.5 billion, versus $0.23 and $13.6 billion a year earlier. Foundry revenue is expected to reach $6.1 billion, a potential 44% year-over-year increase, and The Information reported Google ordered 3 million of its custom Tensor Processing Units from Intel.
- Stock Market Today, Oct. 28: Markets Edge Higher as Fed Holds Rates Steady
The S&P 500 rose 0.28% to 7,744, the Nasdaq Composite gained 0.27% to 26,550 and the Dow Jones Industrial Average added 0.19% to 52,475 after the Federal Reserve held rates steady. Gold rose 0.10% to $4,068.14, while the 10-year Treasury yield climbed 0.02% to 5.02%, crossing the 5% threshold. Vertiv Holdings jumped nearly 17% on bullish long-term AI infrastructure demand forecasts, Oracle surged 11% after an investor day with new financial targets, and F5 plunged over 20% on its guidance and an analyst downgrade. Chair Kevin Warsh stressed the committee's commitment to reducing inflation, and officials said further data would inform rate decisions at the December meeting. After the bell, Microsoft beat expectations, particularly for its Azure cloud unit, while Alphabet shares slid after its revenue and sales fell short of analyst predictions.
- Microsoft just shared Azure's actual revenue in dollars: $33.2 billion
For the first time, Microsoft disclosed Azure's quarterly revenue in dollars, at $33.2 billion for the July–September quarter, up 48% from a year earlier. The figure lets investors compare Azure more directly with Amazon Web Services and Google Cloud, whose parent companies already report cloud revenue in dollars each quarter. Google Cloud brought in $30.7 billion in the same quarter, putting Azure slightly ahead, though Google Cloud grew about twice as fast, according to TechCrunch's calculations. Azure accounted for roughly 36% of Microsoft's $92.3 billion in quarterly revenue and beat analysts' expectations of $32.3 billion by about $850 million. Azure sits in the new Agents and Infra segment, which brought in $76.8 billion, up 25%.
- Google expands AI Search ads globally as core ad growth slows
Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open new revenue even as growth in its core search advertising slows. Alphabet reported $127.6 billion in revenue, up 25% year over year, but its shares fell 8% after the results as Google Search revenue grew 12%, down from 17% in the second quarter and 19% in the first. Chief business officer Philipp Schindler said click-through rates for sponsored product listings in AI Mode are already comparable to organic listings, and user research shows people find the ads relevant. CEO Sundar Pichai said Search queries grew at their fastest year-over-year rate in five years, with AI Mode queries three times longer on average than traditional searches. Google has also surpassed 50 billion visual searches per month.
- Bitcoin Treasury Datavault AI Says It Can’t Access Its BTC, Stock Tanks
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