WS #13230

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Holding: newest synthesis is 102d 8h old

Amazon's AWS backlog hits $496B with AI spend raised to $220B, while Microsoft sets record $450B gain, but warnings of an AI bubble persist, creating mixed signals for tech.

AI Trade Divergence

Amazon's AWS backlog hits $496B with AI spend raised to $220B, while Microsoft sets record $450B gain, but warnings of an AI bubble persist, creating mixed signals for tech.

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