Author Bio I love looking at the "story" behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names. On Tuesday, April 27, large-cap tech giants Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) each reported first-quarter earnings. While Alphabet stock surged and Microsoft shares fell slightly after the release, both companies posted impressive growth metrics. As companies become larger, it often becomes harder for them to grow as fast as they did in the past. Yet Alphabet and Microsoft, helped along by their cloud computing divisions, managed to post eye-opening 34% and 19% revenue growth rates, respectively.