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BlackRock highlights AI's next growth phase with NVIDIA as a top holding, emphasizing moderate AI investment and strong earnings growth amid volatility and thematic ETF opportunities.
Microsoft's cloud segment grew 28% despite AI investment margin pressure, with Azure revenue rising 31% but showing growth deceleration. Investors remain cautious but positive on long-term cloud them…
The Internet Services industry faces inflation and interest rate challenges but benefits from AI advances and digital adoption. Alphabet (GOOGL) remains a major player, though the article highlights …