For UK retail investors sitting on sizeable gains, the obvious question is whether to bank Alphabet (NASDAQ:GOOG) profits and switch into Microsoft (NASDAQ:MSFT), which has underperformed despite remaining one of the world’s strongest AI franchises. There is no simple answer. Alphabet arguably has the stronger earnings momentum today, while Microsoft may offer the better risk/reward … Continue reading Alphabet up 18% YTD, Microsoft down 17%: Is it time to rotate?