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AMZN
Benzinga
201 days

Amazon AI-Powered AWS Boom: Can It Outshine Microsoft Azure?

1. Microsoft's Azure cloud growth slows, with 31% increase below expectations. 2. AWS expected to grow 19%-20% in Q4 amid AI demand surge. 3. Amazon's operational stability gives it an edge over Microsoft in AI. 4. BofA maintains a Buy rating on Amazon due to attractive growth prospects.

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FAQ

Why Bullish?

AWS's anticipated growth outpaces Azure's slowdown, potentially boosting AMZN's stock price.

How important is it?

The article highlights vital shifts in cloud competition affecting AMZN directly.

Why Short Term?

As cloud dynamics shift quickly, the short-term outlook favors AWS's growth.

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