Alphabet is recommended as a buy over Microsoft due to superior revenue growth and investor tolerance for high capital expenditure. GOOG’s 2025 outperformance is driven by 34% YoY Google Cloud growth ...

Meta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing activity on the family of apps. Alphabet got hit badly and is underperforming, due to the release of ChatGPT.