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Cloud Angst vs

A $500 billion sell-off at Microsoft has roiled cloud sentiment even as Amazon doubles down on cheaper AI compute with custom AWS chips. BMO’s constructive S&P 500 target and a flurry of 8‑K filings add nuance — creating a market that’s data-driven, event-sensitive and ripe for selective positioning.

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6 февраля 2026 г. 4:37:19
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