D.A. Davidson’s Gil Luria expresses a 'slight preference' for Microsoft over Google
CNBC reported Oct 28, 12:08 UTC that Gil Luria of D.A. Davidson told 'Squawk on the Street' he has a 'slight preference' for Microsoft over Google and discussed upcoming tech earnings and Microsoft's AI business.
Developing storyOptions traders eye Alphabet and Microsoft ahead of Oct 28 after-hours reports9 reports · latest 35 min agoTimeline →What happened
CNBC reported Oct 28, 12:08 UTC that Gil Luria, managing director at D.A. Davidson, explained he has a 'slight preference' for Microsoft over Google. CNBC said Luria appeared on 'Squawk on the Street' to discuss upcoming tech earnings and Microsoft's artificial intelligence business. The summary identified Microsoft and Google as companies in focus for that discussion.
Stocks market context
As of Oct 28, 18:46 UTC the SPY ETF was $771.53 and rose 0.24% from the prior close, the QQQ ETF was $723.74 and rose 0.35% from the prior close, Microsoft was $528.21 and fell 0.59% from the prior close, and Alphabet was $324.70 and rose 1.29% from the prior close, per Finnhub.
| Instrument | Last | Change | Basis | As of | Source |
|---|---|---|---|---|---|
| S&P 500 (via SPY ETF) | $771.53 | +0.24% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Nasdaq 100 (via QQQ ETF) | $723.74 | +0.35% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| NVIDIA | $216.50 | -0.66% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Apple | $344.31 | -0.80% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Microsoft | $528.21 | -0.59% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Amazon | $253.30 | +0.08% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Alphabet | $324.70 | +1.29% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Meta Platforms | $612.13 | -1.30% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| Tesla | $403.59 | -0.95% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
| JPMorgan Chase | $339.47 | +1.10% | vs prior close | Oct 28, 18:46 UTC | Finnhub |
Related coverage
Yahoo published 'Investing in AI beyond Nvidia, Microsoft, and Google earnings today', which discusses where to invest in the AI trade and what to expect for Microsoft and Alphabet earnings. Yahoo also ran 'Earnings from Google and Microsoft and a Fed rate decision: What to Watch' and 'Google earnings checklist: Why YouTube, Search, & Cloud are key', each focused on upcoming tech reports.
- D.A. Davidson’s Gil Luria explains why he has a ‘slight preference’ for Microsoft over Google — CNBC, Oct 28, 12:08 UTC
- Investing in AI beyond Nvidia, Microsoft, and Google earnings today — Yahoo, Oct 28, 13:43 UTC
- Earnings from Google and Microsoft and a Fed rate decision: What to Watch — Yahoo, Oct 28, 00:00 UTC
- Google earnings checklist: Why YouTube, Search, & Cloud are key — Yahoo, Oct 27, 20:52 UTC
- Google, Microsoft, and Amazon have to justify the AI spending boom this week — Yahoo, Oct 28, 10:00 UTC
What to watch
GOOGL Q3 2026 earnings is scheduled Wed Oct 28 (after the close) with an EPS estimate of 3.11, and MSFT Q1 2027 earnings is scheduled Wed Oct 28 (after the close) with an EPS estimate of 4.82, per Finnhub; both events are listed as high importance.
- Wed Oct 28 (after the close) — GOOGL Q3 2026 earnings · EPS estimate 3.11
- Wed Oct 28 (after the close) — MSFT Q1 2027 earnings · EPS estimate 4.82
- Wed Oct 28 (after the close) — F Q3 2026 earnings · EPS estimate 0.41
- Wed Oct 28 (after the close) — TMUS Q3 2026 earnings · EPS estimate 2.97
- Wed Oct 28 (after the close) — FDX Q3 2026 earnings · EPS estimate 3.52
- Thu Oct 29 (after the close) — AMZN Q3 2026 earnings · EPS estimate 2.00
Sources and data
- CNBC (secondary source) — D.A. Davidson’s Gil Luria explains why he has a ‘slight preference’ for Microsoft over Google
- Yahoo (secondary source) — Investing in AI beyond Nvidia, Microsoft, and Google earnings today
- Finnhub (market data) — market data
Market data as of Oct 28, 18:46 UTC; report generated Oct 28, 18:50 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
Price-to-earnings ratio (P/E)
Share price divided by earnings per share.
Exchange-traded fund (ETF)
A fund that trades on a stock exchange like a share, usually tracking an index, sector, commodity or strategy.
S&P 500
A float-adjusted, market-cap-weighted index of about 500 leading US companies selected by a committee at S&P Dow Jones Indices.
Earnings per share (EPS)
A company's net profit attributable to ordinary shareholders divided by its average number of shares.
Sources & data
- CNBC (secondary, retrieved Oct 28, 2026, 06:51 PM UTC)
- Yahoo (secondary, retrieved Oct 28, 2026, 06:51 PM UTC)
- Finnhub (market-data, retrieved Oct 28, 2026, 06:51 PM UTC)
Market data as of Oct 28, 2026, 06:46 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.
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