MarketAlleys
Sign in
NewsAutomated report · methodology

Cramer: Investors punishing Alphabet while Microsoft gets a pass

CNBC reported Oct 29 that Jim Cramer said Microsoft is faring better because of its financial spending, a day after earnings, and framed the contrast with investors' treatment of Alphabet.

Developing storyCiti’s Heath Terry says “We need AI token prices to come down”5 reports · latest 30 min agoTimeline →

MarketAlleys Research Desk

Published · 3 min read

X (opens in a new tab)LinkedIn (opens in a new tab)Facebook (opens in a new tab)
Illustration for: Cramer: Investors punishing Alphabet while Microsoft gets a pass
Illustration (AI-generated) — not a photograph of the events described.

What happened

CNBC reported Oct 29, 19:30 UTC that Jim Cramer explained why investors are punishing Alphabet while giving Microsoft a pass.

CNBC said Microsoft is faring better because of its financial spending, and the comments came a day after the companies reported earnings.

Stocks market context

As of Oct 29, 20:00 UTC, prices and moves from the prior close were: SPY ETF $769.36, fell 0.38% from the prior close; QQQ ETF $715.34, fell 1.42% from the prior close; NVIDIA $213.66, fell 0.80% from the prior close; Apple $348.91, rose 1.48% from the prior close; Microsoft $530.14, fell 0.16% from the prior close; Amazon $243.79, fell 4.25% from the prior close; Alphabet $283.82, fell 12.64% from the prior close; Meta Platforms $624.52, rose 1.96% from the prior close; Tesla $403.30, fell 0.23% from the prior close; JPMorgan Chase $343.58, rose 1.26% from the prior close (source: Finnhub).

Instrument Last Change Basis As of Source
S&P 500 (via SPY ETF) $769.36 -0.38% vs prior close Oct 29, 20:00 UTC Finnhub
Nasdaq 100 (via QQQ ETF) $715.34 -1.42% vs prior close Oct 29, 20:00 UTC Finnhub
NVIDIA $213.66 -0.80% vs prior close Oct 29, 20:00 UTC Finnhub
Apple $348.91 +1.48% vs prior close Oct 29, 20:00 UTC Finnhub
Microsoft $530.14 -0.16% vs prior close Oct 29, 20:00 UTC Finnhub
Amazon $243.79 -4.25% vs prior close Oct 29, 20:00 UTC Finnhub
Alphabet $283.82 -12.64% vs prior close Oct 29, 20:00 UTC Finnhub
Meta Platforms $624.52 +1.96% vs prior close Oct 29, 20:00 UTC Finnhub
Tesla $403.30 -0.23% vs prior close Oct 29, 20:00 UTC Finnhub
JPMorgan Chase $343.58 +1.26% vs prior close Oct 29, 20:00 UTC Finnhub

Yahoo published a piece titled "Alphabet vs Microsoft: Why Free Cash Flow Just Became the Only AI Scorecard That Matters."

Yahoo also ran "Why Alphabet (GOOGL) shares are sliding today," and CNBC published "Trade Tracker: Jim Lebenthal trims Alphabet."

What to watch

AMZN Q3 2026 earnings is scheduled Thu Oct 29 (after the close); INTC Q3 2026 earnings is scheduled Thu Oct 29 (after the close); SNDK Q1 2027 earnings is scheduled Thu Oct 29 (after the close).

  • Thu Oct 29 (after the close) — AMZN Q3 2026 earnings · EPS estimate 2.00
  • Thu Oct 29 (after the close) — INTC Q3 2026 earnings · EPS estimate 0.40
  • Thu Oct 29 (after the close) — INGM Q3 2026 earnings · EPS estimate 0.79
  • Thu Oct 29 (after the close) — WKC Q3 2026 earnings · EPS estimate 0.97
  • Thu Oct 29 (after the close) — SNDK Q1 2027 earnings · EPS estimate 47.15
  • Fri Oct 30 (before the open) — XOM Q3 2026 earnings · EPS estimate 4.12

Sources and data

  • CNBC (secondary source) — Jim Cramer: Why investors are punishing Alphabet and giving Microsoft a pass
  • Yahoo (secondary source) — Alphabet vs Microsoft: Why Free Cash Flow Just Became the Only AI Scorecard That Matters
  • Finnhub (market data) — market data

Market data as of Oct 29, 20:00 UTC; report generated Oct 29, 20:41 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.

Terms in this article

Sources & data

  1. CNBC (secondary, retrieved Oct 29, 2026, 08:42 PM UTC)
  2. Yahoo (secondary, retrieved Oct 29, 2026, 08:42 PM UTC)
  3. Finnhub (market-data, retrieved Oct 29, 2026, 08:42 PM UTC)

Market data as of Oct 29, 2026, 08:00 PM UTC.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.

Ask about this story

Questions are answered only from this article and the sources it cites.

MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.

Was this useful?

Report an issue with this article

Reports go to our editors. See our corrections policy.

Get the Daily Brief

What moved, why, and what matters next — every morning.

Or follow us on Telegram and X for every new story.

Closing Tape

Closing Tape, Thursday October 29, 2026: US indexes mixed

The SPY ETF fell 0.38% from the prior close while the QQQ ETF fell 1.42%; the IWM ETF rose 0.97%. Bitcoin fell 3.07% over 24 hours and Ether fell 4.36% over 24 hours.

MarketAlleys Research Desk · · 5 min read

crypto

Crypto market update: XRP down 6.87% at 21:00 UTC

Per CoinGecko, XRP led losses with a 6.87% drop as of Oct 29, 21:00 UTC; Solana, ether and bitcoin also fell, and MarketAlleys trend signals show neutral readings for all four.

MarketAlleys Research Desk · · 2 min read