Veytics Intelligence
2026-09-14 · Yahoo

Whoever Spends Smarter Wins the Microsoft-Alphabet Cloud Fight. Here Is Who Is Ahead.

Quick Read Microsoft's $678B committed backlog and self-funded capex edge out Alphabet's faster Google Cloud growth, which required $70B in fresh debt financing. Alphabet posted negative $5.86B free cash flow and suspended buybacks in Q2, while Microsoft generated $66.99B in annual free cash flow. Microsoft Copilot surpassed 30 million paid seats, while Alphabet's Gemini, with 950 million users, has less clear enterprise revenue per GPU hour. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Microsoft didn't make the cut. Enter your email to see the names that beat MSFT. The report is free. Enter your email and see if any of your stocks made the cut.

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