Why Microsoft's stock just lost a big fan in the wake of Alphabet's earnings

Core Viewpoint - Microsoft's stock has faced a significant decline of 23.5% over the past six months, influenced by Alphabet's strong cloud growth, leading to a downgrade by an analyst from Stifel [1]. Group 1: Stock Performance - Microsoft's stock price has dropped 23.5% over the last six months [1]. Group 2: Analyst Insights - Following Alphabet's earnings report, Stifel analyst Brad Reback downgraded Microsoft's stock from buy to hold, citing a lack of near-term catalysts for growth [1].