'Microsoft set to soar, Alphabet won't rally': Jim Cramer explains why

The contrasting reaction to Microsoft MSFT and Alphabet's latest earnings has offered Jim Cramer a fresh reason to favour one of the technology giants over the other, as investors increasingly scrutinise how companies are financing their artificial intelligence ambitions. The CNBC “Mad Money” host believes Microsoft's ability to manage spending while delivering strong cloud growth puts it in a stronger position, while Alphabet faces growing pressure from its AI infrastructure investments and slowing search business.