Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech artwork
Prof G Markets

Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

Oct 29, 2026 · 36 min

Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors. Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision. Finally, Ed shares his take on Microsoft’s voluntary buyout program. Gil…