The size of their respective cloud businesses matters, but there are other important considerations.

Alphabet currently generates higher overall revenue with a slightly faster growth rate than Microsoft. Over the last eight quarters, both companies have maintained consistent quarter-over-quarter and ...

Over the last 20 years, the growth of the internet and the subsequent emergence of mobile and cloud computing have disrupted IBM (NYSE: IBM). As IT spending at companies has shifted to the cloud, Big ...

Years of relative peace came to an end this week as tech bellwethers Alphabet and Microsoft boosted their weapons reserves for the early stages of what's shaping up to be a full-blown artificial ...

Two of the most respected value investors on the planet disclosed sharply larger Alphabet positions in their Q1 2026 13F ...