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Markets Extend Rally, Boeing CEO Exclusive, Musk’s DOGE Comments Overshadow Tesla's Miss 04/23/25

Squawk on the Street

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Data Center Dynamics and Investment Strategies

This chapter explores the current data center spending trends among major tech companies, specifically examining Oracle's position against rivals like Amazon. The discussion encompasses mixed market signals, AI integration in enterprise systems, and the evolving role of robots in the labor market. Additionally, the chapter analyzes company performances, including AT&T's subscriber growth and broader market behaviors amid recent financial developments.

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