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Jim Cramer: Why investors are punishing Alphabet and giving Microsoft a pass

CNBC World •
October 29, 2026 • 07:27 PM
• By Natasha Abellard
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Microsoft is faring better because of its financial spending, Jim Cramer said Thursday, a day after earnings.

Jim Cramer: Why investors are punishing Alphabet and giving Microsoft a pass

Microsoft is faring better because of its financial spending, Jim Cramer said Thursday, a day after earnings.

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Same Story from Other Publications

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6 Publications
The Verge
1w ago
Microsoft is reportedly “winding down” a cloud AI deal with Oracle.

Microsoft is reportedly “winding down” a cloud AI deal with Oracle.

For your “is that a bubble popping?” Bingo cards: Bloomberg reports that Microsoft is reconsidering deals to rent server capacity from “neoclouds” to power its AI efforts, and has been turning off rented capacity from Oracle since declining to renew a 2023 deal. Sources said the computing power Oracle offered used older Nvidia chips, and had become less useful to Microsoft. [Link: Please stop asking me when the AI bubble will pop | https://www.theverge.com/ai-artificial-intelligence/1025826/ai-bubble-pimco-apollo-bonds | The Verge]

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The Next Web (TNW)
1w ago
Microsoft is winding down its deal to rent AI computing from Oracle

Microsoft is winding down its deal to rent AI computing from Oracle

Microsoft is switching off AI computing it rented from Oracle after not renewing the deal, Bloomberg reports, as it rethinks $80B+ in cloud contracts.

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The Guardian
1w ago
Activists break into building site of Microsoft datacentre in Amsterdam

Activists break into building site of Microsoft datacentre in Amsterdam

Separate actions also take place outside fence and across Europe in backlash against impact of AI boom

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The Age
1h ago
Microsoft’s global outage and fixes: What we know

Microsoft’s global outage and fixes: What we know

Some of Microsoft’s most popular products, including Outlook, Teams and Copilot, stopped working across the world. Burt the company says it is seeing “encouraging recovery progress”.

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SBS News Australia
3h ago
Microsoft says sorry for 24 hours-long global outage

Microsoft says sorry for 24 hours-long global outage

Microsoft said ⁠server issues were behind the incident but there was no malicious activity.

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Al Jazeera English
3h ago
Microsoft says services still returning amid widespread outage

Microsoft says services still returning amid widespread outage

Governments, businesses, individuals were disrupted globally as server failures stretch into second day.

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