www.mediafax.ro/economic/cash-is-king-in-cursa-ai-

Wall Street's investment evaluation in AI shifts focus to available cash flow, impacting Microsoft and Alphabet differently. Microsoft reported strong cash flow, while Alphabet faced negative cash flow despite high investments. Oracle's stock rose after announcing plans to limit external funding, indicating investor preference for disciplined growth. Analysts highlight Microsoft's disciplined growth versus Alphabet's high spending and underperformance in core activities. The shift in investor sentiment reflects a growing emphasis on cash generation over aggressive spending in AI.