Why are Microsoft and Oracle highly sought after, while Alphabet has plunged nearly 10%? Cash flow is king
Cash flow has once again become king. On Wednesday, Microsoft and Oracle demonstrated to the market that they have the capacity to fund massive AI investments without having to endlessly tap investors for capital—a realization that bolstered their share prices. In contrast, Alphabet faced a sell-off as it continues to burn through cash. A slowdown […]






