Alphabet's stock has surged in recent weeks.Both Microsoft (MSFT 1.13%) and Alphabet (GOOG 1.56%) (GOOGL 1.77%) have a market cap of at least $3 trillion. But thanks to a recent surge, Alphabet is nearly a $4 trillion company. Still, these two are fairly close in size and may have investors wondering which stock is the better buy right now.I think both have their merits, but one stands out as the better pick. Alphabet and Microsoft have two different base business modelsAlphabet is the parent company of Goo ...

Financial Performance - Meta Platforms, Inc. reported a revenue of $47.516 billion for Q2 2025, a 22% increase from $39.071 billion in Q2 2024 [1] - Costs and expenses rose to $27.075 billion, up 12% from $24.224 billion year-over-year [1] - Net income for the quarter was $18.337 billion, reflecting a 36% increase compared to $13.465 billion in the same quarter last year [1] - Diluted earnings per share (EPS) increased by 38% to $7.14 from $5.16 year-over-year [1] Operational Highlights - Family daily active people (DAP) averaged 3.48 billion in June 2025, a 6% year-over-year increase [10] - Ad impressions across the Family of Apps increased by 11% year-over-year, while the average price per ad rose by 9% [10] - Total capital expenditures for Q2 2025 were $17.01 billion, with share repurchases amounting to $9.76 billion [10] Future Guidance - The company expects Q3 2025 total revenue to be between $47.5 billion and $50.5 billion, with a 1% foreign currency tailwind anticipated [4] - Full-year 2025 total expenses are projected to be in the range of $114 billion to $118 billion, reflecting a growth rate of 20-24% year-over-year [5] - Capital expenditures for 2025 are expected to be between $66 billion and $72 billion, indicating a significant increase from the previous year [7] Segment Performance - Revenue from the Family of Apps segment was $47.146 billion, up from $38.718 billion year-over-year, while Reality Labs generated $370 million [29] - Income from operations for the Family of Apps was $24.971 billion, compared to $19.335 billion in the prior year, while Reality Labs reported a loss of $4.530 billion [29] Cash Flow and Financial Position - Cash flow from operating activities was $25.561 billion for Q2 2025, compared to $19.370 billion in Q2 2024 [30] - Free cash flow for the quarter was $8.549 billion, down from $10.898 billion year-over-year [30] - As of June 30, 2025, cash, cash equivalents, and marketable securities totaled $47.07 billion [10]