Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.

Four cloud computing giants gained $1.9 trillion in market cap over three trading days as investor sentiment shifted following earnings reports. Amazon and Microsoft's strong results eased concerns about AI infrastructure spending and negative free cash flow, demonstrating the long-term profitability of cloud investments. Microsoft emerges as the best positioned of the four, maintaining strong margins and positive cash flow while aggressively investing in AI.