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Technology Trends: Follow the Money

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Technology Markets

  • Four Vendor Surveys on Missed AI Returns Each Find the Problem Their Sponsor Sells a Fix For
  • Wasabi Study Puts Unplanned Infrastructure Spending at $63.4 Billion, With Germany Overspending by 7.1 Billion Euros
  • CSC Survey Finds 88% of Private Capital GPs Spend Up to Half Their Finance Time Checking Administrator Work
  • Lenovo Survey Finds 80% of IT Leaders Tie AI Success to the Digital Workplace and Only 10% Have Redesigned It
  • Claude and ChatGPT Integrations Killed the Headless CMS Market
  • Survey Margin of Error Explained, What Plus or Minus 3 Points Covers and What It Leaves Out
  • Morgan Stanley Pulse Survey Finds Bearish Investor Sentiment Rising to 42 Percent as Inflation Fears Grow
  • A Stronger Week Across the Network, October 4–10, 2026
  • The Tariff Map Is Becoming an Industrial Policy Map—and the U.S. Economy Is Paying the Price
  • PC Shipments Fall 22.4% as Higher Component Costs Price Buyers Out
  • Infrastructure Software Market Watch: Five Early-Stage Tools Test Edge Data, Agent Security, Metering, Agent Setup and Proxies
  • The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
  • AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
  • Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
  • Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
  • Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
  • Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
  • Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
  • China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
  • Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real

  • AI Market Analyzer Slips to 30.4 Cooling as Chips Crash and Leveraged Bulls Keep Buying
  • Netlist (NLST) Revenue Jumps 149 Percent on Samsung License Cash as Silicon Labs (SLAB) Grows 22 Percent and QuickLogic (QUIK) Doubles
  • Omdia Says AI Software Revenue Will Top 200 Billion Dollars in 2026 as Generative AI Grows 139 Percent
  • Dell (DELL) Reports November 24 With a 95 Billion Dollar AI Backlog to Turn Into Cash as Supermicro (SMCI) Takes Its Record Quarter on the Road
  • CoreWeave (CRWV) Grows Revenue 168% to 3.66 Billion Dollars and Lifts Its Backlog to 132.5 Billion as the Neocloud Selloff Meets Real Numbers
  • Marvell vs Lumentum, Which AI Infrastructure Stock Is the Better Investment?
  • Lucid Grows Revenue 4% While the US EV Market Shrinks 41% and Adds 1.75 Billion Dollars of Saudi-Backed Credit to Reach Its Midsize Car
  • Entegris (ENTG) Targets 15 Percent Annual Growth and Onto Innovation (ONTO) Posts a Record Quarter as Chipmakers Struggle to Measure AI Returns
  • SovAI Joins NVIDIA Inception With Two Grid-Connected AI Factory Sites Built to the DSX Reference Design
  • Dropbox (DBX) Pays 350 Million Dollars for Tigris Data to Sell AI Storage as Its Core Business Stays Flat at 2.56 Billion Dollars ARR
  • Why Tech Stocks Are in Free Fall, AI Spending Fears and the November 5 Selloff
  • Semicap Pulse Reads 48.5 Steady as Chip Equipment Stocks Slump While Orders and Exports Run Hot
  • Memory Cycle Gauge Reads 82 Shortage as Micron Stock Breaks Trend While Supply Stays Sold Out
  • AI Market Analyzer Falls to 31.8 Cooling as Price Gauges Hit AI Winter and Leverage Stays Greedy
  • AI Capex Tracker November 2026, Hyperscalers Spend $237 Billion in One Quarter as Free Cash Flow Turns Negative
  • The Collingridge Dilemma
  • The Sum of All Fears Hits Markets as Gold Sinks to One-Year Low and Silver Slips Below $50
  • IBM Will Never Be the Company It Used to Be
  • Alphabet Q3 2026 Earnings and the 12% Search Growth That Matters More Than the SpaceX Miss
  • Marvell Falls 8% on Lumentum Takeover Talks Because the Deal Can Only Be Paid in Stock

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Recent Posts

  • MemryX MX3+ Targets 1 POPS for Edge AI as Tianji Shows a 21-Joint Robot Hand at CoRL and Appear Starts Solid-State Battery Pre-Production
  • Adobe MAX 2026 Opens Photoshop and Premiere to Outside AI Agents and Deepens Its Google Partnership
  • Zendesk Launches Outcome AI Platform and Drops Seat Limits From New Plans
  • Otto One Is a $599 Screenless Computer Built for an AI Agent to Live On
  • PuppyGraph Raises $10 Million Series A to Let AI Agents Query Thousands of Tables as a Graph
  • Lumbra Raises $25 Million to Take AI Agents From Top-Secret Networks to Regulated Industries
  • Graphon Labs Raises $35 Million Series A to Give AI Agents Memory That Persists
  • Bay Exits Stealth With $50 Million to Check Every AI Agent Action Before It Runs
  • Path Robotics Raises $300 Million at $2.45 Billion to Take Its Welding AI Beyond Welding
  • Mercor Raises $750 Million at a $20 Billion Valuation to Sell AI Evaluation to Every Enterprise

Media Partners

  • Market Analysis
  • BareProxy.com
  • App Coding
AI Market Analyzer Slips to 30.4 Cooling as Chips Crash and Leveraged Bulls Keep Buying
Netlist (NLST) Revenue Jumps 149 Percent on Samsung License Cash as Silicon Labs (SLAB) Grows 22 Percent and QuickLogic (QUIK) Doubles
Omdia Says AI Software Revenue Will Top 200 Billion Dollars in 2026 as Generative AI Grows 139 Percent
Dell (DELL) Reports November 24 With a 95 Billion Dollar AI Backlog to Turn Into Cash as Supermicro (SMCI) Takes Its Record Quarter on the Road
CoreWeave (CRWV) Grows Revenue 168% to 3.66 Billion Dollars and Lifts Its Backlog to 132.5 Billion as the Neocloud Selloff Meets Real Numbers
Marvell vs Lumentum, Which AI Infrastructure Stock Is the Better Investment?
Lucid Grows Revenue 4% While the US EV Market Shrinks 41% and Adds 1.75 Billion Dollars of Saudi-Backed Credit to Reach Its Midsize Car
Entegris (ENTG) Targets 15 Percent Annual Growth and Onto Innovation (ONTO) Posts a Record Quarter as Chipmakers Struggle to Measure AI Returns
SovAI Joins NVIDIA Inception With Two Grid-Connected AI Factory Sites Built to the DSX Reference Design
Dropbox (DBX) Pays 350 Million Dollars for Tigris Data to Sell AI Storage as Its Core Business Stays Flat at 2.56 Billion Dollars ARR
BareProxy Adds AI Crawler Control That Tells Real GPTBot and ClaudeBot Requests From Fakes
BareProxy Adds Bot Challenges That Make Scrapers Posing as Browsers Solve a Puzzle First
BareProxy Adds Cookie Consent That Holds Back Tracking Cookies Until a Visitor Says Yes
BareProxy Adds Markdown Serving That Turns Markdown Files Into Web Pages With No Build Step
BareProxy Ships Its First Nine Plugins, From Maintenance Pages and CORS to Geo Rules and Rate Limits
BareProxy 0.2.0 Runs WebAssembly Plugins Through the Proxy-Wasm Interface
BareProxy 0.3.0 Writes Its Plugins in Rust, Where a Plugin Adds 15 Microseconds Instead of 42
BareProxy Is an Operating System for Web Traffic: A Small Core and a Long Stream of Plugins
BareProxy Plugins Go WebAssembly, Starting With RenderCache and AI Crawler Control
BareProxy Runs on Linux, macOS and Windows, and One Plugin File Runs on All of Them
Bluehost AI Builder Turns a Prompt Into a Website or a Booking App and Takes the AI App Builder Fight to Hosting Customers
Claude Code on GitLab vs GitHub: Thinner Integration and a Fifth of the Free CI Minutes
How k4i.com Publishes Posts Unattended With Small AI Models, Groq and GitHub Actions
How to Ship In-Browser AI Apps With No Server and No Inference Bill
Microsoft Authenticator Android Flaw Shows Why Apps Must Verify Who Is Calling Them
Zero-Budget AI Apps Work Best as Self-Feeding Sites, Not Open Tools
A Useful Software Primitive Should Be Easy to Explain and Hard to Replace
Apple's US Link-Out Fee Is Zero Until a Judge Sets It, and Apple Is Asking for Up to 15%
20 Primitive Project Ideas: Tiny Go Engines That Do the Essential 10% of Redis, Kafka and Etcd
40 Projects Worth Building: SQLite for X, Tiny Infrastructure, MCP Tools and Edge Systems

Media Partners

  • AltSql.com
  • Technology Conferences
  • API Coding
AltSql Is a Native Hybrid of Key-Value and SQL, From the Sensor to the Gateway
AltSql Core and AltSql DB Are Now Open Source Under the Apache License 2.0
Introduction
AltSql DB 0.3 Adds Secondary Indexes and Statement Savepoints: A Lookup on a Million Rows Ran 198 Times Faster Than a Full Scan
How It Works
AltSql DB 0.2: SQL and Direct Calls Wrote Byte-Identical Files Over 100,000 Random Steps
AltSql DB Keeps a Whole Fleet in One File and Reads by Key 5 Times Faster Than SQLite Through SQL
AltSql Core and Six Prototypes Built Around It
AltSql Ask Puts One SQL Question to 500 Simulated Machines and Brings Back Only the Answers
Machine Monitoring Case Study: Overheat Alarm Handled on the Sensor While Wi-Fi Was Down
MWC Doha 2027, November 15–17, Doha, Qatar
A3 Business Forum 2027, January 18-20, Signia by Hilton Orlando Bonnet Creek, Orlando
IAMPHENOM 2027, April 20-22, Pennsylvania Convention Center, Philadelphia
Channel Partners Conference and Expo 2027, March 15-18, The Venetian, Las Vegas
Fintech NerdCon 2026, November 18-20, San Diego Convention Center, San Diego
HLTH 2026, November 15-18, The Venetian Expo, Las Vegas
electronica 2026, November 10-13, Messe München, Munich
KIOXIA Forum 2026, November 26, TODA Hall and Conference Tokyo, Tokyo
Black Hat Europe 2026, December 7-10, Excel London, London
ISC East 2026, November 3-5, Javits Center, New York
RFC 9457 Problem Details Gives API Errors One Shape Instead of Fifty Ad Hoc JSON Bodies
Idempotency Keys: How One Header Stops a Retry From Charging a Customer Twice
A Tiny ETL Binary Competes With curl, jq and SQLite in a Cron Job, So Build It That Small
An AI Agent Flight Recorder Belongs in One Portable File, the Way HAR Did It for HTTP
Benchmarking MCP Servers and Stateful API Workflows: Latency, Throughput and Tokens per Call
Diagnose a Slow API From One Request: DNS, Connect, TLS, Server Wait and Transfer
Finding API Endpoints, Tables and Flags Nobody Uses Takes Code and Traffic Together
Fuzzing MCP Servers: Generate Bad Arguments From the Tool Schema and Watch What Breaks
Give Any API a History: Poll It, Hash It and Query Old Versions With SQL
Infer Your API's Real Contract From Traffic, Then Diff It Against the Docs

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