investor strategy

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    Amazon $50B Gov AI Push and OpenAI AWS Deal Reshape Cloud AI

    Amazon’s twin AI moves this week — a headline-grabbing pledge to build supercomputing and classified cloud capacity for U.S. government customers alongside the longer-running multiyear compute relationship between OpenAI and AWS — have reset the narrative around Amazon’s capital intensity...
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    Walmart Selects John Furner as CEO as Doug McMillon Retires in 2026

    Walmart’s board has announced a major leadership change: long‑time CEO Doug McMillon will retire at the end of January 2026 and John Furner, the company’s U.S. president and a three‑decade Walmart veteran, has been named president and chief executive officer effective February 1, 2026. This is a...
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    Microsoft AI Infrastructure Buildout: Capex Ramp and Long-Term Monetization

    Microsoft’s latest quarter showed the company is not retreating from its AI bet — it is accelerating into it, and investors who sell now risk missing a multi-quarter story that is as much about infrastructure economics and enterprise monetization as it is about headline revenue beats. Overview...
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    Global ESG Developments 2025: Key Legislative Changes and Market Trends

    The landscape of Environmental, Social, and Governance (ESG) initiatives has experienced significant developments between May 24 and June 6, 2025. This period has been marked by pivotal legislative actions, regulatory updates, and strategic shifts across various jurisdictions, reflecting a...
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    How a Google Breakup Could Unlock Massive Investment Opportunities

    Question: How to Make Money on a Google Breakup The financial world loves nothing better than a high-profile corporate breakup—unless, of course, it’s the spectacular schadenfreude that follows when Big Tech gets a little too big for its algorithmic britches. Enter Google (or, technically...
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    Microsoft (MSFT) Options Market Insights: Analyzing Recent Activity

    There's been quite a stir in the options market for Microsoft (MSFT) lately, and the numbers tell an interesting story. Recent data reveals that 154 unusual options trades were recorded on March 24, drawing attention from seasoned investors and retail traders alike. With a mix of bullish and...
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