Business
Microsoft Up, Google Down. A Tale of Two Hyperscalers.
Andrew Ross Sorkin, Bernhard Warner, Sarah Kessler, Michael J. de la Merced, Niko Gallogly, Brian O’Keefe, Sri Muppidi, Ian Mount and Lauren McCarthy·The New York Times·October 29, 2026

Investors are showing little patience for lavish spending and meager returns on companies’ artificial intelligence bets.
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