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.
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.
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