Microsoft and Alphabet tapped to set the AI trade tone

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• Alphabet & Microsoft Earnings Preview: AI Cloud Growth Takes Center Stage

  Alphabet and Microsoft report quarterly results after the close on Wednesday, October 28, with investors watching whether AI cloud demand justifies heavy infrastructure spending. Zacks expects Alphabet to post Q3 EPS of $2.94, up more than 2%, with revenue excluding traffic acquisition costs rising nearly 28% to $111.8 billion and Google Cloud revenue up 92% to $29.15 billion. Alphabet forecasts annual capital spending of $195-$205 billion. Microsoft is expected to report fiscal first-quarter EPS of $4.71, up 14%, and revenue of $90.58 billion, up more than 16%, with Azure growth guided to 44-45% in constant currency. The article adds that quarterly capital expenditures could exceed $50 billion, and that higher depreciation and AI infrastructure costs could pressure cloud margins.

  Yahoo Finance·27/10, 17:55▲ GOOGL▲ MSFTGOOGLMSFTearnings
• Microsoft and Alphabet Just Reported Earnings, Putting the AI Boom to the Test

  Alphabet and Microsoft both reported quarterly results, with cloud growth strong at both, but the market reacted differently: Microsoft shares rose after hours while Alphabet fell. Microsoft's revenue rose 19% to $92.3 billion, and adjusted EPS of $4.89 topped the roughly $4.72 Wall Street expected; Azure grew 48% to $33.17 billion. Alphabet's revenue rose 25% to $127.6 billion, but GAAP EPS fell from $2.87 to $2.12, partly due to an $8.7 billion net loss on equity securities. The article's main concern is Alphabet's cash: capex of $51.4 billion left free cash flow at negative $9.1 billion, while Microsoft remained positive at $18.63 billion, though down 27%. Alphabet's long-term debt rose from $46.5 billion to $125.1 billion, and it expects capex to “increase significantly” in 2027; the author questions whether these AI investments will pay off over the long term.

  Yahoo Finance·29/10, 00:19• GOOGL• MSFT• NVDAearningscloud computingAI investment
• 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.

  Yahoo Finance·28/10, 21:09▲ GOOGLGOOGLtech stocksearnings
• Dow Jones Futures: Microsoft Rises Late, But Google, ServiceNow And Fortinet Dive On EarningsYahoo Finance·28/10, 20:52▼ GOOGL▲ MSFTDow JonesGOOGLMSFT
• Here's what options traders see before Alphabet, Microsoft report after the bell

  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.

  CNBC·28/10, 15:12• GOOGL• MSFTGOOGLMSFTearnings
• Microsoft, Alphabet Earnings Put Focus on AI Cash Flow Drain

  Shares of Microsoft and Alphabet have moved in different directions since their last earnings reports, as investors increasingly weigh how heavy AI spending is hitting corporate bottom lines. Both companies, along with major AI players, are set to report after the bell on Wednesday, and recent trading suggests investors give Microsoft the edge, according to a preview from Bloomberg Tech host Ed Ludlow.

  Yahoo Finance·28/10, 15:06▼ MSFT▼ GOOGLMSFTGOOGLAI investment

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• Samsung Electronics third-quarter profit in line with estimates amid rising demand for AI memory chips

  Samsung Electronics reported third-quarter operating profit broadly in line with analysts' expectations, as demand for advanced memory chips used in AI applications kept growing. Revenue reached 195.25 trillion won (LSEG SmartEstimates expected 195.79 trillion won), and operating profit reached 107.44 trillion won (expected 107.66 trillion won). Year-on-year, revenue rose 126.88% and operating profit rose 783.11%, while revenue increased 13.85% from the previous quarter. During the quarter, Samsung and five affiliates announced a combined $1 billion investment in KKR-backed Helix Digital Infrastructure, with Samsung contributing $500 million. Samsung also partnered with French AI startup Mistral AI to apply AI technologies across its semiconductor operations, including chip design and manufacturing, and led Mistral's Series D funding round.

  CNBC·29/10, 01:02▲ NVDAsemiconductorsartificial intelligenceearnings
• From November 1, Certain iPhones Will No Longer Be Able to Make Bank Transfers or Top-Ups Above VND 10 Million

  From 0:00 on 1 November 2026, TPBank will stop supporting face authentication on iPhones and iPads running iOS below 16.7, which may disrupt some transactions. Affected transfers and e-wallet top-ups are those over 10 million VND per transaction or exceeding 20 million VND per day, as well as bill payments above 100 million VND per transaction or per day. Actions that require face authentication, such as first-time logins, logins on other devices or via website, password resets, and changes to phone number or email, may also be affected. The bank asks customers to update to iOS 16.7 or later via Settings > General > Software Update before the deadline, or to use another compatible device if upgrading is not possible. The change does not lock all transactions on older devices; the impact mainly concerns operations that require face authentication.

  CafeF·29/10, 00:45banksTPBankcybersecurity
• Here's Why Micron Is a Top AI Stock to Buy Right Now

  Micron (MU) shares have more than tripled so far in 2026, and the author believes the company could repeat that performance in 2027. Micron makes NAND and HBM memory chips, key components of AI data center hardware, and it and its peers have already sold out their production capacity for this year. Management expects memory market tightness to be worse in 2027 and 2028 than in 2026, even though new Micron facilities begin coming online in mid-2027. The company is also shifting to long-term supply agreements with price floors and ceilings, under which 35% of its revenue through 2030 is already known. The stock trades at under 5 times forward earnings; the author says it could triple again if it returns to the 15-times level it reached in June, and views the current low valuation as a favorable time for investors to get in.

  Yahoo Finance·29/10, 00:38Micronsemiconductorsartificial intelligence
• Google Pitches Banks on Splitting Crypto Keys Across Clouds With New Custody Service

  Google Cloud unveiled Google Multi-Party Compute, a key-signing service that splits control of a crypto key across several parties, such as a bank's own hardware, Google Cloud and a rival cloud provider, so no single provider holds the full key. The service is in private preview, with unnamed banks testing it and Alphabet using it for its Ethereum and Solana holdings. Customers set the signing threshold, such as 2-of-3 or 5-of-7, and a policy engine checks transactions against rules like spending caps; the article notes this verdict is advisory and enough signers can override a denial. General availability is targeted for early 2027 with no pricing disclosed, and the product puts Google up against BitGo, Fordefi and Fireblocks.

  Yahoo Finance·29/10, 00:35cryptocustodycloud computing
• Microsoft's strong quarter backs up its stock rebound. Here's our new price target

  Microsoft shares edged higher after the company reported better-than-expected results across all key metrics, with Azure growth accelerating. Revenue for the quarter ended in September rose about 19% year over year to $92.28 billion, above the LSEG consensus of $90.69 billion, while adjusted EPS of $4.92 rose 32%, beating the $4.73 consensus. Azure revenue grew 48% to $33.17 billion from $22.38 billion a year earlier, ahead of FactSet estimates of about 44% and 45%. Capital expenditures of $45.2 billion came in below the $51 billion analysts had forecast and the $50 billion projected by management, partly due to delays in third-party capacity deliveries. The stock has gained roughly 51% from its late-June low through Wednesday's close and was up about 3% after hours.

  CNBC·29/10, 00:32▲ MSFTMSFTearningscloud computing
• MyVIB adds group funds, online payments and airport lounge sharing

  VIB has added three features to its MyVIB app: group funds, Click to Pay, and online booking of airport lounge and Fast Track services. Group funds let users set up a fund for a specific purpose and invite up to 50 members via QR code, link or contacts, at no cost and with no balance limit; the fund owner can enable approval, in which case any one member's approval completes a payment. Click to Pay lets holders of VIB-issued Visa cards (except VIB LazCard) link a card once and pay on supported websites without re-entering card details. Cardholders of Travel Élite, Premier Boundless, One Card and IDC Platinum/Signature can book lounge and Fast Track access for themselves and up to 4 companions per month at no extra cost, across a network of more than 1,300 lounges.

  CafeF·29/10, 00:25banksVIBdigital payments