Developing story
Options traders eye Alphabet and Microsoft ahead of Oct 28 after-hours reports
9 reports · first reported Oct 28, 2026, 05:03 PM UTC · last development 37 min ago
What happened
CNBC’s Oliver Renick joined 'Halftime Report' on Oct 27 to discuss Options Action involving Alphabet and Microsoft ahead of their upcoming earnings.
Read the first report · Oct 27, 2026, 05:42 PM UTC
Why this matters
- CNBC reported on Oct 28, 08:30 UTC that MacKenzie Sigalos covered scrutiny of Google’s AI spending ahead of Alphabet’s earnings. [source]
- The CNBC piece highlights growing competition for Google Cloud, according to its summary. [source]
- CNBC’s report says Alphabet is expanding its AI strategy beyond its own cloud. [source]
Drawn from the takeaways of the latest report (Oct 28, 2026, 09:52 PM UTC); each point links to its source.
What changed
Reported
CNBC: Google's AI spend under scrutiny ahead of Alphabet earnings
Source: CNBC
Unconfirmed
CNBC’s Homestretch flags Fed chairman’s tough talk on inflation and Micron rally
Reported
Alphabet to report Q3 after the bell as CNBC flags a shaky AI trade
Source: CNBC
Reported
Microsoft earnings due after the close; Azure revenue to be shown in dollars
Source: CNBC
Reported
D.A. Davidson’s Gil Luria expresses a 'slight preference' for Microsoft over Google
Source: CNBC
Reported
Microsoft won’t spend all free cash flow on AI and data centers, CNBC
Source: Federal Reserve
Reported
Raskin demands donor records, calls tariffs a 'tool for grift'
Source: CNBC
Reported
Options traders eye Alphabet and Microsoft ahead of Oct 28 after-hours reports
Source: cnbc.com
What comes next
Scheduled
US GDP (BEA)
Calendar: fred
Scheduled
US Personal income and outlays / PCE (BEA)
Calendar: fred
Scheduled
EU ECB monetary policy decision
Calendar: ecb
Scheduled items are calendar listings; times can change. Full calendar
All coverage
- CNBC spotlights options action in Alphabet and Microsoft ahead of earnings
Oct 27, 2026, 05:42 PM UTC
- Options traders eye Alphabet and Microsoft ahead of Oct 28 after-hours reports
First report · Oct 28, 2026, 05:03 PM UTC
- Raskin demands donor records, calls tariffs a 'tool for grift'
Oct 28, 2026, 05:52 PM UTC
- Microsoft won’t spend all free cash flow on AI and data centers, CNBC
Oct 28, 2026, 05:53 PM UTC
- D.A. Davidson’s Gil Luria expresses a 'slight preference' for Microsoft over Google
Oct 28, 2026, 06:51 PM UTC
- Microsoft earnings due after the close; Azure revenue to be shown in dollars
Oct 28, 2026, 07:35 PM UTC
- Alphabet to report Q3 after the bell as CNBC flags a shaky AI trade
Oct 28, 2026, 09:03 PM UTC
- CNBC’s Homestretch flags Fed chairman’s tough talk on inflation and Micron rally
Oct 28, 2026, 09:04 PM UTC
- CNBC: Google's AI spend under scrutiny ahead of Alphabet earnings
Oct 28, 2026, 09:52 PM UTC
Terms in this story
Options
Contracts that give the buyer the right, but not the obligation, to buy (a call) or sell (a put) an asset at a set strike price before or at expiry.
Price-to-earnings ratio (P/E)
Share price divided by earnings per share.
Tariff
A tax on imported goods, paid by the importer.
Inflation
The rate at which the general level of prices rises over time, reducing what money can buy.
Federal Reserve (Fed)
The US central bank, with a dual mandate of maximum employment and stable prices.
- Reported
- Published reporting of something that happened
- Unconfirmed
- Reported as possible, planned or under discussion — not confirmed
- Scheduled
- On the economic or earnings calendar; has not happened yet
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