What does the current spending trend in the tech sector indicate about the future of American technology?
Anurag Rana of Bloomberg Intelligence Discusses Big Tech Earnings

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2.
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How are Microsoft and Amazon positioned to take market share from smaller vendors?
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3.
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What is the significance of the public cloud adoption rate mentioned in the text?
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What challenges does Apple face regarding its supply chain and iPhone production?
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In what ways might higher taxes impact tech earnings according to the discussion?
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