WHICH STOCK OUTPERFORMS? MSFT, AMZN, OR GOOGL

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This earnings season didn’t just deliver beats… it delivered clarity. The cloud landscape is evolving fast, and what was once a one-horse race is now a three-player sprint toward the AI-powered future.

Microsoft is setting the tone.
Amazon is holding the line.
Google is finally in the conversation.

MICROSOFT: GAINING MOMENTUM

Microsoft’s cloud business hit $29.9B last quarter, with Azure growing 39% YoY. But it’s not just about speed… it’s about strategic integration.

From GitHub Copilot to OpenAI integration, Microsoft is turning Azure into the foundation for an AI-native enterprise stack. They spent $24.2B last quarter (guiding over $30B ahead) to build this future… custom silicon, data centers, and end-to-end software are all part of the same machine.

They’re not just delivering infrastructure… they’re delivering the platform.

AMAZON: STILL LEADING, BUT STABILIZING

AWS remains the largest cloud provider at $30.9B in Q2 revenue, with a $123B run rate. But growth is slowing (17.5% YoY) and margins have slipped to 32.9%.

Amazon is still investing aggressively, with $14-16B per quarter in infrastructure CapEx and a full-year total expected to top $118B. That spend is focused on Bedrock, Trainium chips, and scaling model partnerships like Anthropic.

Coming into the earnings yesterday, our Long Term Prospero.ai indicator had little upside at a score of 51!

GOOGLE: EMERGING AS A REAL COMPETITOR

Google Cloud posted $13.6B in Q2, growing 32% YoY, and turned in $2.8B in operating profit… a 20.7% margin, its best yet.

With $22.4B in CapEx and a $106B cloud backlog, Google is clearly pushing to expand. Gemini, TPUs, and a sharper enterprise strategy are helping it become more than just a distant third.

Even after a great quarter, the stock has broke some trend levels on our LuxAlgo.com indicator!

CAPEX = COMMITMENT

Each company’s investment profile tells a different story:

• Microsoft: $24.2B last quarter → guided to $30B+, up 68% YoY

• Amazon: $14-16B per quarter → on pace for $118B+ in 2025

• Google: $22.4B last quarter → full-year expected at $85–90B

This isn’t just maintenance… it’s positioning for dominance. Cloud is no longer just compute and storage.
It’s the infrastructure layer for AI-driven business, and each hyperscaler is building toward a different version of that future.

SO WHO TAKES THE LEAD IN PERFORMANCE?

Let’s dive into the charts in our next section…

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