Wednesday was a bad day to be an AI doomer. Microsoft and Alphabet, Google’s parent company, both reported earnings after the bell, and both crushed expectations—on the same day OpenAI's revenue stumbles were still reverberating through the market. The message from the two biggest players in enterprise cloud was hard to miss: The AI trade isn't slowing down. If anything, it's accelerating. Alphabet posted $109.9 billion in Q1 2026 revenue, up 22% from a year ago and the company's fastest growth rate si ...