Microsoft and Alphabet’s Cash Stacks

This podcast episode explores Microsoft and Alphabet's recent financial reports and growth prospects. Microsoft's revenue was ahead of expectations, but its disappointing revenue outlook led to a stock price drop. Despite this, Microsoft has a strong financial position and plans to invest in AI and Azure capabilities. Alphabet's earnings beat expectations, and it has been taking steps to cut costs. Both companies are optimistic about the future of AI, but it will take time for them to realize its full potential. Analysts are also optimistic about Bumble, noting its growth potential and focus on user safety. However, they caution that it should avoid mimicking Match Group's strategy of becoming a house of brands and instead prioritize investing in its platform and international expansion.