Investors are relieved that Trump's tariffs haven't impacted tech company earnings, with Alphabet, SAP, ServiceNow, and most chipmakers managing to avoid the effects.
Concerns arise as IBM's stock drops due to exposure to tariff cuts, Intel struggles with layoffs and disappointing guidance under new CEO Lip-Bu Tan.
Artificial intelligence adoption by enterprises is progressing slowly due to challenges in data foundations, governance, and software development tools.
Startups are offering solutions to facilitate AI adoption as big tech faces regulatory challenges and struggles with metaverse initiatives.
Upcoming earnings reports from major tech companies like Amazon, Apple, Microsoft, and Alphabet, along with developments in AI technologies and services are anticipated.
Cybersecurity sector sees significant funding and new services, with firms like Chainguard raising $356 million and AI tools company Check Point introducing new services.
Various AI-related initiatives and advancements are announced by companies like Datadog, Supabase, Adobe, and Microsoft, signaling ongoing innovation in the sector.
Tech earnings remain robust, with companies like Alphabet, IBM, and ServiceNow beating forecasts, while challenges like trade wars impact Intel's stock.
Policy developments include FTC suing Uber, concerns over DOGE impact, and criticism of Palantir's contract with ICE.
In cybersecurity, developments focus on enhancing threat detection, cloud security, and AI-powered solutions to address cyber risks facing enterprises.