Last week, investors drove up the market valuations of both Amazon.com and Microsoft by tens of billions of dollars based on excitement over the companies' "cloud computing" hosting businesses.
For both companies, cloud revenues and growth were the catalyst of the big moves.
Indeed, both featured screaming improvements in what are critical segments in their business models.
But that's where the similarities end. Savvy investors looking for the best long-term investment would be wise to dig deeper into the both company's quarterly results.Once we do that, the decision on which stock to buy is an easy one...