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AI Competition: Cash Flow Leaders Gain Advantage as Microsoft and Google Face Earnings Test

On October 28, the stock price trends of Microsoft and Google have diverged significantly since their last earnings report. As the pressure of massive spending on artificial intelligence increasingly impacts corporate profits, Wall Street is scrutinizing the returns on AI investments from both companies. As major players in the AI field, both tech giants are set to announce their earnings after the market closes on Wednesday. Recent stock performance indicates that investors currently seem to favor Microsoft. The market anticipates that Google's free cash flow will be negative in both 2026 and 2027, while Microsoft's free cash flow is expected to decline in the current fiscal year ending next June, before recovering growth.

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