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Big Tech Is About to Report. Nvidia Investors Should Watch One Number.

Key PointsMicrosoft, Alphabet, and Amazon, as cloud companies, are key players in the AI infrastructure build-out.

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“Core” CPI Challenge

Last week, I mentioned the long, distasteful history of governments deliberately underreporting inflation data. It drew surprising pushback — especially given the chronological list I shared: 1944-45…

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