CNBC's "Fast Money"
CNBC's "Fast Money"
CNBC
Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26
47 minutes Posted Oct 29, 2026 at 11:51 am.
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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.
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