Reuters(@Reuters):Cash flow is king again. Wall Street rewarded Microsoft and Oracle for showing that they could fund their enormous AI ambitions without endlessly tapping investors. Alphabet, by contrast, was punished for burning through cash, while Google Search's slower growth fanned fears that competition was hurting the business that bankrolls its AI expansion

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2026.10.29 03:25

Cash flow is king again. Wall Street rewarded Microsoft and Oracle for showing that they could fund their enormous AI ambitions without endlessly tapping investors. Alphabet, by contrast, was punished for burning through cash, while Google Search's slower growth fanned fears that competition was hurting the business that bankrolls its AI expansion