CNBC’s Jim Cramer argues investors shouldn’t write off tech hyperscalers like Microsoft after one disappointing quarter, pointing to Meta’s rebound and Alphabet’s turnaround as proof. The market’s narrative on AI winners changes constantly, and patience is key.
Meta’s CEO says the company’s path to “personal superintelligence” is fueled by its unmatched knowledge of users’ lives and relationships. This comes as the company plans a massive increase in AI spending, but faces internal struggles and fierce competition.
Netscout is upgrading its network observability platform to handle two growing headaches: Wi-Fi 7 performance and shorter-lived SSL certificates. The updates aim to shift IT teams from reactive firefighting to preventative operations. It’s a direct response to more distributed infrastructure and tig
Microsoft’s record AI investment collided with slowing Azure growth and soft profit guidance, sparking a massive sell-off. The software giant’s stock plunged 12%, dragging major indexes down and pushing the software sector into bear market territory as investors questioned the payoff.
Google has significantly degraded the IPIDEA residential proxy network, a key tool for cybercriminals. Their actions removed millions of devices from the pool, disrupting a global marketplace for anonymity.
Apple has rolled out a new privacy feature for select iPhone and iPad models that limits the precision of location data shared with your cell carrier. The feature, available now on a handful of global networks, is a direct response to increasing surveillance and hacking of telecom data.
Oracle’s massive bet on AI data centers is spooking Wall Street. The stock has lost over half its value from last year’s record high, wiping out roughly $463 billion in market cap amid concerns over unclear returns.
Coinbase has seen its market cap plunge by $8.5 billion in just one week, with the stock down 13%. The downturn follows negative analyst moves and a broader crypto sell-off. Investors are left wondering what’s next.
According to Forbes, Wayfair’s supply chain engineering teams, led by Nirmal Jingar, generated millions in business value by modernizing core systems with AI. The key was treating AI as a leadership mandate, not just a tech project, to improve decisioning and efficiency across their global network o
Google has agreed to a $135 million settlement over allegations it collected Android users’ cellular data without consent. The deal could see users get up to $100 each and requires Google to change some data practices.
