Oracle shares rose nearly 11% in the 28/10 session after the company said it plans to limit external fundraising and expects free cash flow to turn positive in the second half of fiscal 2028. Microsoft reported $18.6 billion in third-quarter free cash flow, nearly $10 billion above expectations, despite spending $45.2 billion on expanding computing infrastructure, while Azure revenue rose 48%. Alphabet shares fell nearly 10% as investors saw the company still burning cash, with free cash flow at negative $9.1 billion, even though Google Cloud revenue more than doubled to over $30.7 billion. Google Search revenue grew 12%, below the expected 14.7%, raising concerns that AI is taking share from this core business. CFO Anat Ashkenazi said capital investment will rise significantly next year, while Jeremy Saltzberg of Check Capital said the AI race is for big players and that anyone without $150 billion to invest next year should not consider joining.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Dòng tiền lên ngôi trong cuộc đua AI
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AI investmentcloud computingOraclecurrenciesGOOGL
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Related tickers and likely impact
FPT
▲ Likely positiveFPT Corp
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Technology |
| Industry | Computer Services |
| Market cap | 101,829 bn VND |
| P/E | 10.2 |
| P/B | 2.56 |
| Close on 10/29/2026 | 52.70 |
| Change that session | -2.41% |
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.39 |
| Change that session | -1.17% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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