The article discusses Microsoft's FQ2 2023 and Alphabet's full-year 2022 earnings, cash flows and recent events. I highlight the most important pillars in the two companies' economic moats. I will ...
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Microsoft's 22% cash edge vs. Amazon's $200 billion AI gamble: Analysts pick 2026 winners
BNP Paribas analysts said hyperscalers are entering a new phase of aggressive AI spending, with Microsoft Corp MSFT standing out for its cash flow resilience. At the same time, Amazon.com Inc AMZN ...
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