Market-makers are pricing a 5.8% move for Alphabet stock after its report, versus under 5% for Microsoft, according to Cboe LiveVol data. Alphabet's implied move is more than double its 2.7% average reaction over two years, while Microsoft's is below its 6% average. Alphabet is about 20% off its May closing high, while Microsoft is less than 1% below its record close earlier this month. The put-to-call ratio has been rising on both stocks, with Microsoft at 0.59, up from 0.43 in June, and Alphabet at 0.72, its highest since August. SpotGamma data show a single trader bought about $18.5 million of 360-strike January calls in Alphabet.
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/27/2026 | 320.57 |
| Change that session | +1.19% |
MSFT
• NeutralMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/27/2026 | 531.60 |
| Change that session | -0.19% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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