Jim Cramer gives Microsoft a buy rating. He argues that Alphabet is weighed down by too much baggage, as its free cash flow remains negative.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
MSFTGOOGLtech stocksWall Street
Open a keyword to see other news on the same topic.
Related tickers and likely impact
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/29/2026 | 283.75 |
| Change that session | -12.66% |
MSFT
▲ Likely positiveMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/29/2026 | 530.43 |
| Change that session | -0.11% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Alphabet, Marvell, ServiceNow, Microsoft, Fortinet, Caterpillar, and More Stocks That Explain Today’s Market
Alphabet stock fell after the company reported earnings that missed estimates. It is one of several stocks cited in the headline as explaining today's market moves.
- US Stock Futures Mixed as Alphabet Falls, Microsoft Gains and Fed Comments Draw Attention to AI Spending: Dow Jones, S&P, Nasdaq, Wall Street
US index futures were mixed on Thursday, with Nasdaq futures down 1.3%, S&P 500 futures down 0.5%, and Dow Jones futures up 0.3%, as investors weighed quarterly results from major technology companies and comments from Federal Reserve Chair Kevin Warsh on how higher interest rates could affect AI investment. Alphabet shares fell more than 10% in premarket trading after results below expectations, with advertising growth slowing to its lowest rate in five quarters and capital expenditure reaching $51.4 billion, up $6.5 billion from the previous quarter. Microsoft rose after revenue of $92.28 billion, up 19%, and adjusted EPS of $4.89 beat forecasts, with Azure growing 48%. Samsung Electronics shares fell more than 4% in South Korea after its semiconductor division's operating profit came in below expectations, although group operating profit reached 100 trillion won, about $74.52 billion.
- Alphabet, Microsoft, Marvell, Amazon, and More Stocks That Explain Today’s Market
- Stock Market Today: Tech Pressured By Alphabet Report; Software Stocks Sink (Live Coverage)
The Nasdaq sold off on Thursday after a key inflation reading and third-quarter GDP data. Alphabet shares plunged on its earnings report.
- Microsoft beat estimates while Google looks at a value hit, and rising risks at Nvidia
The 8:30 show covers the day's top stories, including earnings from Microsoft (MSFT) and Alphabet (GOOGL)(GOOG), mounting risks at Nvidia (NVDA), and the new touchscreen laptop Apple (AAPL) just debuted.
- Google's post-earnings stock pullback could be a 'buying opportunity': Analyst
Alphabet (GOOG, GOOGL) missed Wall Street's third-quarter estimates, while Microsoft (MSFT) beat on both the top and bottom lines. Angelo Zino, senior vice president and equity analyst at CFRA Research, spoke with Yahoo Finance reporter Jake Conley about the latest Big Tech results.
Related markets
Latest news
- Amazon CEO Andy Jassy Just Made a Wild Prediction. It Could Make the Tech Giant a Big Winner.
Amazon shares fell about 7% in after-hours trading after its third-quarter report, as revenue rose 12% to $201.9 billion, slightly below the $202.3 billion estimate. Operating income climbed 61% to $28.1 billion, but free cash flow over the past four quarters showed a $42 billion loss, and the company kept its $220 billion capex forecast for the year. CEO Andy Jassy said the company could have two businesses with over $1 trillion in annual revenue within 5-10 years: e-commerce, which generated $638.3 billion over the last four quarters, and Amazon Web Services, which brought in $165.2 billion. The article notes the company expects at least 40% AWS growth in 2027 and 2028, after which 20% annual growth would illustratively reach $1 trillion, and argues the stock now trades at a lower price after the sell-off.
- Asian tech stocks slump as AI rout deepens on disappointing U.S. earnings
Asian technology stocks fell sharply on Friday as fears over a slowing AI trade were amplified by weak earnings from major U.S. companies. Chipmakers were hit hardest: TSMC fell 1.8% in Taiwan, Foxconn dropped 3%, Samsung Electronics slid 5.9% after its third-quarter results missed lofty expectations, and SK Hynix fell 8.3%. In Japan, Murata Mfg slid 11% ahead of its September-quarter earnings and SoftBank Group dropped nearly 7%. Intel's drop of over 20% on Thursday evening, after its fourth-quarter guidance underwhelmed, weighed on the sector, while disappointing results from Amazon and Alphabet intensified doubts over returns on AI infrastructure spending. The Bank of Japan kept rates steady but said inflation had reached its 2% target and signaled a sharp increase in sales of its ETF holdings, adding pressure on Japanese equities.
- Bank Posts Nearly 55% Loan Growth in Nine Months, Pre-tax Profit 2.4 Times Year-on-Year
Ngân hàng TMCP Quốc Dân (NCB, ticker NVB) reported nine-month pre-tax profit of 1,574 billion VND, up 141% year on year, including 847 billion VND in the third quarter. Net interest income reached 3,334 billion VND for nine months, up 71% and accounting for about 85% of total operating income. Outstanding customer loans stood at about 150,661 billion VND as of 30/9/2026, up 54.5% from end-2025, which the article describes as the strongest loan growth in the system over nine months. Credit provision expenses rose more than 170% to about 766 billion VND. Receivables jumped from about 3,346 billion VND to 29,088 billion VND in one quarter, and the bank has provided no detailed explanation of this item.
- Electricity Prices Could Fall from November 1
Households and businesses may receive electricity price cuts for 5 months starting November 1. On October 27, Deputy Prime Minister Nguyễn Văn Thắng asked Tập đoàn Điện lực Việt Nam (EVN) to urgently review and cut costs, prepare a plan to lower average retail electricity prices, and review a proposal to set the special consumption tax on gasoline to 0%. According to the Statistics Office (Cục Thống kê), residential electricity accounts for about 4.8% of the CPI basket, so a price cut could help ease inflation pressure and support growth. In the first 8 months of 2026, EVN reported profit of over 12,000 billion VND and had cleared its accumulated losses under consolidated financial statements by the end of June, which provides room to cut prices. The Ministry of Industry and Trade has asked EVN to finalize the plan and will give its opinion, and if the matter exceeds its authority, it will report to the Government.
- EVS Securities adds acting CEO to board of directors
At an extraordinary general meeting held on the afternoon of October 29, EVS shareholders removed Nguyễn Thanh Hải from the board following his resignation and elected Acting CEO Nguyễn Trần Minh Quân to the board for the rest of the 2026–2030 term. Quân directly holds 8 million EVS shares, or 4.85%. The meeting also extended the due date of a receivable from Tiến Thành Consulting Services Company Limited to June 30, 2027; as of September 30, 2026, Tiến Thành owed nearly VND 519 billion, secured by 51.9 million shares of MNXC. Shareholders also approved restructuring, cost cuts, and a central counterparty (CCP) clearing and settlement service for securities transactions.
- Drilling over 7,200 meters, Petrobras finds three oil-bearing layers with reserves of up to 10 billion barrels
On October 29, Petrobras announced a third oil-bearing layer at its Morpho well in block FZA-M-59 in the Foz do Amazonas basin, the third oil find at the same well after results in August and early October, and said drilling and geological data collection are complete. The well lies about 175 km off the coast of Amapá, with a planned final depth of about 7,237 m measured from the sea surface, and drilling began on October 20, 2025. Petrobras has not disclosed reserves, but Brazil's government energy research agency EPE estimates the northwest of the basin holds about 6.2 billion barrels of oil equivalent recoverable, with total potential of up to 10 billion barrels of oil equivalent. Petrobras will not produce from Morpho immediately and plans to drill three more wells in the area to assess whether commercial production is viable.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.