By Geoffrey Seiler
Publication Date: 2025-12-29 17:00:00
Key Points
-
Microsoft’s Azure has been the fastest grower of the big three cloud computing companies.
-
Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.
-
Both stocks should perform well in 2026.
- 10 stocks we like better than Alphabet ›
Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Microsoft (NASDAQ: MSFT) are two of the largest cloud computing companies in the world, and both have been seeing strong growth as a result of artificial intelligence (AI). However, in 2025, Alphabet’s stock clearly shone; it’s up around 65% as of this writing, compared to about a 16% gain for Microsoft.
Let’s see which stock is best positioned to outperform in 2026.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
The case for Microsoft
Microsoft was hitting on all cylinders in 2025, although its stock still slightly trailed the…
