The stock market does not trade in pure data. It trades on human emotion, fear and ultimate conviction. Look no further than $Amazon.com(AMZN)$ Bullish following its Q3 2026 earnings report. On paper, the e-commerce and tech titan did something unprecedented: Amazon achieved its highest operating margin in history at 13.9%, generating USD 28.1 billion in operating income. Yet Wall Street threw a temper ta

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Does Copying Warren Buffett Guarantee Success? ​If you lay out Warren Buffett’s portfolio track record over the past few decades, a brutal reality emerges: almost every single one of his most lucrative investments endured a punishing drawdown of 30% to 50%—or more. ​American Express (AmEx): When the Salad Oil Scandal erupted in 1964, Buffett bought in during the crisis. The stock tumbled another 50% after his entry, suffering a peak drawdown between 43% and 50%. ​The Washington Post: He built his position in mid-1973, right before the U.S. stock market crash. By late 1974, his paper value had shrunk by 25%, bottoming out at nearly a 40% loss. ​Wells Fargo: Buying contrarian during the 1989–1990 California real estate crisis, Buffett watched the stock drop another 50% immediately after buyi

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I would look beyond revenue growth and focus on whether AI infrastructure spending is generating measurable returns. The strongest evidence would be sustained growth in AI-related revenue, improving operating margins and free cash flow, rather than simply higher capital expenditure. I would also want to see customers increasing AI usage and renewing contracts because the technology is delivering real productivity gains. For companies like Microsoft, Amazon and Alphabet, the key test is whether revenue from cloud and AI services can grow faster than the cost of building and operating the infrastructure. If returns improve while capital intensity gradually declines, that would give me greater confidence that today’s spending is creating long-term value rather than just expanding capacity.

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For me, the key is cash conversion, not just AI-driven revenue growth. Amazon needs AWS growth to accelerate without capex consuming the resulting operating cash flow. Intel needs AI/server demand and foundry investment to translate into improving margins and operating cash flow, rather than simply higher utilisation. SanDisk needs data-centre and enterprise SSD demand to support pricing, margins and sustainable FCF. The common test is simple: Is incremental AI revenue growing faster than the cash cost of supporting it? Strong revenue or order growth alone is insufficient. I would watch FCF after capex, operating margins and ROIC over several quarters. If those improve while AI investment remains high, that is much stronger evidence that the AI build-out is becoming a cash-generating cycle

Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom

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I’d still lean towards Microsoft for now. Azure growing 48% is pretty impressive and at least we can see how AI demand is helping their cloud business. But honestly, both Microsoft and Google are spending crazy amounts on AI 😂 I actually like Google too, especially with Gemini and its existing search business, but the market seems a lot less forgiving when earnings don’t meet expectations. For Amazon, I’ll be watching AWS growth and whether all those new data centres can actually bring in more profits. Intel is a bit different though, I think investors really need to see improvements in its foundry business before getting too excited. AI demand is definitely real, but spending billions doesn’t automatically mean making billions lol. I feel like the next few quarters will be interesting bec

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Microsoft vs Alphabet: AI Spending Is Growing. Where Is the Cash Return? The latest earnings from Microsoft and Alphabet highlight an important question for the entire AI trade: how much profit can companies generate from the enormous amounts they are spending on AI infrastructure? Microsoft delivered a strong quarter, with revenue of $92.3 billion and adjusted earnings per share of $4.89. Azure revenue grew 48% year over year. Yet the market’s reaction was not simply a celebration of those numbers. Alphabet reported $127.58 billion in revenue, but its results missed analyst expectations on key measures. Its shares came under pressure after the announcement, while Microsoft’s shares moved higher in the post-earnings reaction. To me, the divergence shows that investors are becoming more sel

For me, the strongest evidence would be sustained revenue growth from AI services, improving free cash flow and margins, and clear signs that customer demand is keeping pace with infrastructure spending. I would also watch how quickly companies turn new data centre capacity into revenue. If earnings grow faster than capital expenditure over several quarters, that would give me more confidence that today’s AI spending can deliver attractive long-term returns. Until then, I think investors should be selective rather than assuming every AI-related company will benefit equally.

The Federal Reserve held rates as technology shares edged higher The $Invesco QQQ(QQQ)$ gained 0.60 per cent on Wednesday, while the $S&P 500(.SPX)$ rose 0.28 per cent. The Federal Reserve voted 10–2 to keep its target range at 3.75 per cent to 4.00 per cent. The two dissenters preferred a 25-basis-point increase. The statement described economic activity as strong and inflation as still elevated, offering no clear signal of imminent easing. The indices moved little during the regular session. The more important change came after the close. Microsoft and Alphabet both reported strong cloud growth, but Microsoft gained about 4 per cent in extended trading while Alphabet f

Microsoft and Alphabet’s latest earnings highlight an important divide in the AI trade: strong demand does not automatically translate into stronger shareholder returns. Microsoft reported $92.3 billion in revenue and adjusted EPS of $4.89, with Azure growing 48%. Its post-earnings share price rise suggests investors were encouraged by cloud growth and the company’s ability to support heavy AI investment. Alphabet, meanwhile, reported $127.58 billion in revenue and EPS of $2.12, missing expectations. Its sharp post-earnings decline highlights how quickly sentiment can change when results fail to justify high expectations and rising spending. The next question is whether other companies exposed to AI infrastructure can demonstrate that their investments are generating real financial returns

The latest earnings from $Microsoft(MSFT)$ and $Alphabet(GOOGL)$ have highlighted an important divide in the AI trade: strong demand does not automatically translate into strong financial returns. Microsoft reported $92.3 billion in revenue and adjusted earnings of $4.89 per share, while Azure grew 48%. Alphabet reported $127.58 billion in revenue and earnings of $2.12 per share, missing market expectations according to the reported results. Following the announcements, Microsoft shares rose 3.45% after hours, while Alphabet fell 9.93%. The contrast raises a bigger question for the market: How much evidence do investors need before they believe AI spending will generate attractive returns? Three other companies offer different perspectives on this question. 1. Amazon: Can AWS growth justif