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It is quite remarkable! Alphabet (i)(GOOG, GOOGL) and Amazon (i)(AMZN) are racing from record to record following their quarterly results, while Microsoft shareholders (i)(MSFT) are gritting their teeth at share losses. The stock has lost 15% since the beginning of the year. What is the reason? Wall Street forgives no stagnation at the highest level. While Alphabet’s cloud division grew by 63% and Amazon significantly accelerated by 28%, surpassing expectations, Microsoft’s Azure growth remained steady at a projected 39 to 40%. Coupled with...
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