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Gearing Up for a Huge Week 7/25/25

Halftime Report

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The Cloud Race: AWS, AI, and Market Dynamics

This chapter explores the competitive landscape of Amazon Web Services (AWS) in relation to Google Cloud and Azure, highlighting AWS's growth prospects and profitability strategies. It also discusses investor sentiments around generative AI advancements and the anticipated impact on major tech companies like Apple and IBM. The chapter further examines market trends, electrification investments, and the influence of Federal Reserve policies on economic outlooks.

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