Microsoft & Alphabet Report Earnings After the Bell
MRKT Matrix
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Alphabet's Move to the Downside of Microsoft's Growth
Last quarter by Microsoft standards was not great. It's suggested slowing growth with the market seemed to shrug off, but people got jazzed about AI and then you've seen the subsequent move. I think so much of this move has been all predicated on multiple expansion. People willing to pay more for dollars worth of earnings. And that might be the place to trade it.
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