NEW Season 1 Oct 29, 2026 · 47 min
Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26
Fast Money breaks down Alphabet’s after-hours selloff on search weakness and AI cannibalization concerns, Microsoft’s Azure-led earnings beat, and fresh read-throughs from ServiceNow, FedEx, Chipotle and the Fed. The key takeaway: investors rewarded visible cloud growth and spending discipline while punishing uncertainty around AI monetization, capex and the durability of core businesses. Fast Money Disclaimer
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