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📌 Microsoft is less vulnerable to a slowdown in new data centre builds because it monetises AI through Azure and Copilo…

📌 Microsoft is less vulnerable to a slowdown in new data centre builds because it monetises AI through Azure and Copilot services. While some infrastructure providers rely on accelerating data centre expansion, Microsoft benefits from existing cloud demands, recurring software revenue, and strong enterprise AI adoption.

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Captain's Compass
🎁[Reward] Democratic Sweep: How Are Assets Repricing?

Democrats swept both chambers in the Nov 3 midterms, securing at least 54 Senate seats (up from 47) and regaining a House majority (from 214 seats before the vote, with dozens still undecided).A Democ...

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