Surveillance: Fed's Pain Threshold with Misra
Bloomberg Surveillance
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Microsoft's Cloud Deployments Continue to See Success
I think the big issue is that a lot of companies, you know, budgets were not set, but they're halfway through massive cloud deployments. And I think that's why names like Microsoft continue to sort of share gains versus the likes of Amazon and Google. But I believe that I almost viewed as a stock pickers market, which is why I've really enjoyed this year in terms of just the way tax playing out.
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