ServiceNow shares have tumbled 25% this year, including an 8% drop this week on news of a potential $7 billion deal for Armis. Bernstein analyst Peter Weed now calls it the “cheapest” large-cap software stock, reiterating an outperform rating and a $1,093 price target, about 40% above recent levels.
Google Labs has launched “CC,” an experimental AI agent that connects to your Gmail, Calendar, and Drive to manage your day. It’s free for now, but the cost is your data. Users in the U.S. and Canada can join a waitlist.
An Australian renewable energy firm is making a big play in digital infrastructure. Energy Estate wants to land two major new subsea cables in Tasmania and build data centers powered by its green energy projects.
A revised forecast from Kiwoom Securities suggests Samsung’s 2026 operating profit could hit $73 billion, fueled by skyrocketing memory prices. This windfall for chipmakers is creating a crisis for device manufacturers, who are being forced to cut specs and raise prices.
The cyber threat landscape in 2025 is being reshaped by AI-powered attacks and fragile supply chains. Traditional security models are failing as incidents like a $2.5B+ Jaguar Land Rover breach show the staggering cost of falling behind.
Anthony Enzor-DeMeo is Mozilla’s new CEO, replacing interim leader Laura Chambers. He’s promising urgency and a focus on trust, but the company faces massive challenges.
The Trump administration has halted a “technology prosperity deal” aimed at boosting cooperation in AI and quantum computing. The move comes as US officials grow frustrated with the UK’s stance on non-tariff trade barriers, particularly for agricultural goods.
Most manufacturing failures come from a single, flawed assumption: that nothing will go wrong. Building programs with no margin for error is like building a house of cards. Success requires strategic trade-offs and internal alignment, not just cost-cutting.
iRobot, the maker of the Roomba, has filed for Chapter 11 bankruptcy and plans to sell its assets to its Chinese supplier. The company’s demise is a cautionary tale about tariffs, cheap competition, and failing to innovate.
Steve Clayton, Microsoft’s VP of communications strategy, is departing for Cisco. He’s known for launching the company’s print magazine and book imprint. His move highlights the growing corporate value of the “storyteller” role.
