Shares of Microsoft (MSFT) and Alphabet (GOOG, GOOGL) are shaky despite beating earnings estimates. Wall Street appears to be disappointed with the companies' AI-driven advertising revenues. Yahoo Finance’s Rachelle Akuffo and Akiko Fujita look at analyst notes and discuss the implications for both tech giants. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Eyek Ntekim

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