"Microsoft's transformation initially squeezed its operating margins, but paid off over the long term as it embraced a mobile-cloud strategy, outpacing many competitors."
"Alphabet is grappling with tough macro, competitive, and regulatory headwinds that affect its ad sales and cloud growth, making it less attractive for long-term investment."
Alphabet's stock has fallen by 17% this year, attributed to pressures from a weak macro environment, intense competition from AI, and regulatory challenges. Analysts predict modest growth for the company, but they warn it could become a slow-growth stock like IBM. In contrast, Microsoft and Oracle are highlighted as better investment opportunities, especially as Microsoft successfully pivoted to a cloud-first strategy under CEO Satya Nadella, thereby fortifying its market position against Alphabet's declining trajectory.
Read at The Motley Fool
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