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The Wait Is Over: Meet the 2026 Fierce Network Innovation Awards Finalists >
Cloud money
Cloud

Alphabet vs. Microsoft earnings: Why investors see their AI spending differently

Both hyperscalers posted healthy revenue gains, but Alphabet stock dropped more than 10% after earnings. That’s because there was one big difference.
Diana Goovaerts Oct 29, 2026 1:30pm
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Amphenol’s CEO lavishes high praise on the CommScope team

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Getty Images

Data residency is no longer enough: Advanced Intelligence makes sovereignty a question of control

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