Why Alphabet Is Getting Left Behind in the AI Cloud Race ...

What this episode covers

Lucas and Luna dig into Alphabet's recent 3.5% weekly drop versus Microsoft's resilience and Amazon's steady climb. They examine Google Cloud's market share struggles, the competitive threat from Huawei's new chips, and what the diverging paths of the hyperscalers mean for investors. With specific numbers from the latest data, they debate whether Alphabet's AI narrative is cracking — or if the selloff is a buying opportunity. A focused look at one of the most consequential fault lines in big tech today. #Alphabet #Google #GoogleCloud #Microsoft #Amazon #AWS #Azure #AI #CloudComputing #Huawei #BigTech #Investing #StockPicking #Earnings #TechStocks #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

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How long is this episode of Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio?

This episode is 9 minutes long.

When was this Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio episode published?

This episode was published on May 26, 2026.

What is this episode about?

Lucas and Luna dig into Alphabet's recent 3.5% weekly drop versus Microsoft's resilience and Amazon's steady climb. They examine Google Cloud's market share struggles, the competitive threat from Huawei's new chips, and what the diverging paths of...

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