Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
Clouded Judgement
NOVEMBER 1, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Rates Update The 10Y has jumped from 3.7% at the start of October to 4.3% today. A ~15% move up in a month! Robust jobs / unemployment / broader positive economic data caused investors to reassess their expectations for future Fed actions.
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