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Microsoft (MSFT) Tumbles After Azure Disrupted by Red Sea Fiber Cuts | ReutersRefinitiv | Login to see the signal | |
MIDEAST - Factors to watch - Sept 7SummaryMicrosoft's Azure cloud suffered disruptions from Red Sea fiber cuts, risking short-term service outages and shifting demand toward cloud rivals amid broader Middle East market moves. |
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Microsoft (MSFT) Tumbles as OpenAI Plans Massive India Data Center | GuruFocus | Login to see the signal | |
OpenAI Targets India For Stargate AI ExpansionSummaryOpenAI plans a 1 GW Stargate data center in India to scale generative AI, potentially rivaling Microsoft and Google cloud infrastructure; Sam Altman will visit India in September, underscoring the market's strategic importance. |
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Amazon (AMZN) Soars on Q2 Revenue Beat as AWS Strength and $100B AI Capex Drive Outlook | Zacks | Login to see the signal | |
Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?SummaryAmazon beat Q2 revenue expectations with $167.7B, led by AWS strength and AI initiatives, while Alibaba faces regulatory, cash flow and competitive pressures despite cloud growth. |
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