Wall Street bought Microsoft and sold Alphabet after the two reported quarterly earnings Wednesday night. Both rent computing power to the AI labs and own stakes in them, but this quarter Microsoft cashed in while Alphabet's bets cost it. Microsoft (MSFT) stock rose about 2% after hours, while Alphabet (GOOGL, GOOG) fell nearly 10%, on track for its worst day since October 2023, after its sales came up short. For Microsoft, the labs show up as sales. OpenAI paid it $10 billion in the quarter that ended in September, according to Microsoft's quarterly filing. That's about 11% of Microsoft's $92 billion in revenue, and more than its Xbox and Windows businesses brought in combined. Microsoft, Bloomberg, Yahoo Finance Some of that money is still owed.
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