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Microsoft up, Alphabet down as big tech earnings land

Original: earnings today

Investors are reacting to the latest round of tech earnings. Microsoft's results lifted its shares, while Alphabet's report sent its stock lower, underscoring the diverging fortunes of the two cloud giants. Separately, Wall Street is scrutinizing Anthropic's 'adjusted' profit figures, with critics saying such metrics flatter startup results. Expect the market talk to center on whether AI spending can justify the valuations.

Why now: Major technology companies reported earnings today, driving sharp share moves and debate over AI valuations.

MicrosoftGoogleAlphabetAnthropicWall Street

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Evidence

• Microsoft Up, Google Down. A Tale of Two Hyperscalers. · The New York Times
• Anthropic’s ‘Adjusted’ Profit Exposes Wall Street’s Earnings Game · WSJ

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