GOOGL vs MSFT
AI-powered side-by-side analysis. Updated every 2 hours.
TurboQuant cuts demand case; capex ROI unproven
- • Stock down 20.2% from $349 peak to $280.92; trading at 25.4x forward P/E
- • Q4 2025: $100.3B revenue (+18% YoY), Cloud grew 48% to $17.7B with 30% gross margin
- • Google TurboQuant reduces memory use 6x, cutting demand justification for $175–$185B 2026 capex
Down 34% from peak, capex bet remains unproven
- • Down 34% from 52-week high to $344.79; trades $245 below consensus target of $590
- • Azure growth accelerated to 39% YoY; Microsoft Cloud revenue +26% to $51.5B
- • Projected $650B+ annual capex across big tech on backdrop of higher rates and persistent inflation
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