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Microsoft's Azure Strength Could Rub Off On This Warren Buffett-Backed Stock And Another Big Cloud Player, Says Analyst - Snowflake (NYSE:SNOW), MongoDB (NASDAQ:MDB)

Commenting on the Azure performance, Piper Sandler's Brent Bracelin said the 31% growth exceeded the guidance for a 28% increase.

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Microsoft Analyst Says Q3 Print From 'Favorite AI Superstar' May Boost Bullish Outlook, Sees Azure Raking In Whopping $76B Annual Revenue - Microsoft (NASDAQ:MSFT)

Piper Sandler analyst Brent Bracelin maintained an Overweight rating and a $455 price target for the stock.

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What's Next For Nvidia As Stock Enters Correction Zone? Munster Singles Out Crucial Question Market Has About AI Ahead Of Inflation Data - NVIDIA (NASDAQ:NVDA)

Munster expressed more confidence in Nvidia, asserting, "If you think about the chips, NVIDIA still has [a] multi-year lead."

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Cathie Wood's Ark Sheds Nearly $4M Nvidia Shares And Trims Position In This AI Peer - NVIDIA (NASDAQ:NVDA), ARK Innovation ETF (ARCA:ARKK)

Cathie Wood's Ark, which invests in disruptive innovations, has been selling shares of Nvidia amid the run seen since early 2023.

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Cathie Wood's Ark Sheds Nearly $4M Nvidia Shares And Trims Position In This AI Peer

Cathie Wood-run Ark Investment Management on Monday sold more shares of AI stalwart Nvidia Corp. (NASDAQ:NVDA) even as the market has factored in .

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