Investopedia's Caleb Silver explains what makes Microsoft (MSFT) and Alphabet (GOOGL) crucial this earnings season and points to key metrics to watch for. The word Microsoft needs to avoid at all costs is "deceleration," says Caleb, especially when it comes to Azure cloud. Alphabet turning cash flow positive again is what he sees those investors wanting the most. Caleb turns to how each company is funding their AI buildout plans as Wall Street scrutinizes hyperscaler AI spending.