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Why I Am Buying Alphabet Over Microsoft [Seeking Alpha]
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations: microsoft.com/en-us/investor
GOOG's 2025 outperformance is driven by 34% YoY Google Cloud growth and a growth-sensitive profile favored in the current AI cycle. MSFT's returns are more tightly linked to margin expansion, but aggressive CapEx is penalized by the market, threatening short-term margin growth. GOOG trades at a 19% P/S discount, offering significant upside if AI-driven growth persists, while MSFT faces stricter capital allocation expectations. Kenneth Cheung/iStock Unreleased via Getty Images Setting The Stage As at today (17 th December, 2025) Microsoft Corporation ( MSFT ) and Alphabet Inc. ( GOOG ) are two among the most dominant forces in the technology arena. Both boasts market caps above $3 trillion and are key This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it
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