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AI Investment Bets: Microsoft vs. Amazon Cloud Growth Sparks Bullish Sentiment

Guavy AI Editorial Team
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AMZN MSFT
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Microsoft and Amazon are two of the largest companies in the world by market cap, investing hundreds of billions in artificial intelligence infrastructure.

Both Microsoft and Amazon saw rapid growth in their cloud divisions, with Azure revenue surpassing $100 billion for the first time, a 43% year-over-year increase.

Wall Street analysts are bullish on both companies, with 34 out of 35 analysts having buy ratings on Microsoft and 37 out of 38 analysts having buy ratings on Amazon.

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