Microsoft Up, Google Down. A Tale of Two Hyperscalers. (Gift Article)

Markets reward Microsoft and punish Google after both spend less than forecast, blaming supplier delays

🎁🔗: Microsoft Up, Google Down. A Tale of Two Hyperscalers. www.nytimes.com/2026/10/29/b...

(GIFT ARTICLE) DealBook Microsoft Up, Google Down. A Tale of Two Hyperscalers. Investors are showing little patience for lavish spending and meager returns on companies’ artificial intelligence bets. www.nytimes.com/2026/10/29/b...