MSFT vs. GOOGL: AI Titans Brace for Earnings Showdown Amid Cloud and AI Expansion
Five of the 'Magnificent 7' tech giants—Microsoft, Alphabet, Meta, Apple, and Amazon—are poised to release quarterly results this week, with Wall Street particularly focused on the AI and cloud arms race between MSFT and GOOGL. Microsoft's stock has climbed 25% YTD, fueled by its $30 billion U.K. AI infrastructure commitment and Azure's growth trajectory. Analysts project Q1 FY26 earnings of $3.67/share (+11.2% YoY) on $75.37B revenue.
Alphabet faces equal scrutiny as both firms leverage AI to dominate enterprise and consumer markets. The earnings deluge may trigger volatility in tech-linked crypto assets, though neither stock directly correlates with the listed tokens. Market makers anticipate Ripple effects across AI-adjacent altcoins if guidance exceeds expectations.
