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Tech Weekly: Cloud Growth Cools, AI Spending Heats Up

The market’s verdict was swift and unforgiving. In the wake of Alphabet’s latest earnings report, shares of the Google parent plummeted, wiping out billions in market capitalization. The reason? Not weak profits, but a combination of slowing growth in its cloud computing division and a staggering $75 billion

Tech Weekly: DeepSeek Shatters Silicon Valley's Assumptions

It started with a jolt. Earliest this week, the release of DeepSeek’s latest AI model triggered a $1 trillion selloff in tech stocks, as investors confronted an uncomfortable truth: Silicon Valley’s dominance in artificial intelligence is not unshakable. This wasn’t a reaction to war, recession, or regulatory

TikTok Ban Looms

TikTok is one step closer to a potential nationwide ban in the United States, setting the stage for a high-stakes legal and political battle. In April, President Joe Biden signed bipartisan legislation that could effectively shut down the social media app in the U.S. unless its Chinese parent
TikTok Ban Looms

Google Search Under Siege

Google is synonymous with searching the internet. But these days, the search giant's throne is feeling a little less secure. A report from the Wall Street Journal suggests that several big trends are converging to challenge Google's dominance, and the future of online search might look

Can Salesforce Outpace Silicon Valley's AI Darlings?

Salesforce is making a bold move into the crowded field of enterprise AI. While newer entrants like OpenAI and Anthropic generate buzz with their chatbots, Salesforce is betting big on "agents" – a new generation of AI tools designed to go beyond conversation and actually perform tasks. Parmy Olson

Snowflake Update: Challenges Ahead as AI Hype Cools and Buffett Exits

Snowflake's once-unstoppable momentum has hit a snag. While its core business remains strong, recent events have injected a dose of reality into its outlook. A high-profile data breach, a cooling AI hype cycle, and Warren Buffett's decision to exit his stake have all cast

MongoDB Eyes GenAI Growth

Plus: Lyft Shifts Gears, and Regulators Circle Temu and Shein SaaS & Infra | AI | Consumer | Venture SaaS & Infra MongoDB COO bullish on long-term GenAI potential despite macro headwinds While acknowledging the impact of macroeconomic conditions on consumption growth, MongoDB COO Michael Gordon expressed strong optimism regarding the long-

OpenAI's Chip Play

Plus: Salesforce makes an AI Move, and Nvidia faces antitrust probes SaaS & Infra | AI | Consumer | Venture SaaS & Infra Salesforce snags Tenyx to bolster AI voice agent offerings Salesforce is on a mission to solidify its position in the red-hot AI market. The enterprise software giant announced its

Canva's Price Shock, Nvidia's AI Power Play, and ByteDance's Big Borrow

SaaS & Infra | AI | Consumer | Venture SaaS & Infra Canva Price Hike Sparks Backlash Australian design platform Canva is facing criticism for a significant price increase to its Canva Teams product. Some users have seen their annual bills more than triple, prompting complaints about affordability and the value proposition of

Docusign Buyout Heats Up, Adobe Abandons Web-Design Product, and Tech Stocks Recover

Good morning. Below is a weekly dose of what happened in the tech space last week:  DocuSign's $13B Buyout: DocuSign's stock has surged by as much as 65% since November, driven by M&A speculations and interest from private equity buyers. According to an industry