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Amazon Stock Slips After Earnings. How It Fell Short of Microsoft’s Bar. - Barron's

1. Amazon's cloud growth missed estimates, affecting investor sentiment. 2. MSFT and GOOGL's cloud units are outpacing Amazon's growth. 3. UBS analyst lowered Amazon's price target due to tariff risks. 4. Amazon stock is down 13% this year amid competitive pressures. 5. Changes in tariffs could significantly impact Amazon's pricing strategy.

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FAQ

Why Bullish?

MSFT's faster cloud growth gives it a competitive edge over Amazon, suggesting market share gains.

How important is it?

The competitive cloud landscape and Amazon's challenges could enhance MSFT's market position and investor confidence.

Why Short Term?

The current market dynamics are expected to create immediate impacts, similar to previous quarterly earnings cycles.

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