ZACKS·2026-03-04 00:50Group 1 - Microsoft and Alphabet are significant players in the AI investment space, each investing billions into their AI initiatives [1][8] - Microsoft reported an adjusted EPS of $4.14, a 24% year-over-year increase, with sales reaching $81.3 billion, up 17% from the previous year [3] - Concerns have been raised regarding Microsoft's capital expenditures (CapEx) for cloud and AI, particularly a slowdown in Azure growth, which has been a key focus for investors [4][5] Group 2 - Alphabet achieved an adjusted EPS of $2.82, a 31% increase year-over-year, with sales rising 18% [9] - Google Cloud's revenue surged by 48% to $17.7 billion, driven by increased adoption of its AI infrastructure and solutions [10] - Alphabet's CapEx guidance of $180 billion reflects a significant commitment to future growth, surprising market expectations [11][14] Group 3 - Both Microsoft and Alphabet are heavily investing in AI, with their fiscal year outlooks remaining bullish and estimates trending higher [14]