Big Techs fortunes diverge as AI powers cloud, tariffs hit consumer electronics Content: Microsoft and Alphabet's earnings surged with AI-driven cloud growth, contrasting sharply with consumer electronics manufacturers facing trade war challenges. Samsung, Qualcomm, and Intel warned of demand uncertainties, while Microsoft's Azure saw a 33% revenue jump. The divergence highlights how enterprise-focused tech firms are weathering economic pressures more effectively than consumer-oriented companies."