Ray Wang

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News Analysis: Global Services Q4 Wrap Up Shows Slowing Momentum

Temporary Slow Down Ahead All indications from Constellation's 1000 person executive network show a temporary 3 to 6 month slowdown ahead. This pause in general IT spending impacts mostly the North American markets.
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MATANA

News Analysis: Big Tech Shows Signs Of Stability

The Q1 Tech Earnings Breathe Life Among The Digital Giants. With just Apple left to report in the tech earnings season, three major trends have emerged
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Open AI Logo

Monday's Musings: Is ChatGPT Hype or The Future Of CX?

ChatGPT or Generative AI Is This Year’s POC And Shiny Object While generative AI has been around for some time, ChatGPT has captured the hearts and minds of the general population in highlighting tangible possibilities of what AI can accomplish both in the consumer and enterprise world. In fact,
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Adobe Firefly

News Analysis: Adobe Firefly - A Generative AI Offering For Creators

Adobe Delivers Generative AI With Adobe Firefly At Adobe Summit on March 21, 2023, Adobe announced and delivered its generative AI offering known as Adobe Firefly. Adobe Firefly, is a collection of generative AI models built for creative applications. The offering joins the platform’s AI services. The first Firefly model will focus on image generation and text effects, trained on the hundreds of millions of Adobe stock images, openly licensed content, and public domain content where copyright has expired. Adobe plans to integrate Firefly into their Creative Cloud, Document Cloud, and Adobe Express product lines.
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CGTN The Heat End of An Era Anand Naidoo

Monday's Musings: Tech Layoffs, Is Silicon Valley Losing Its Influence?

Market Conditions In California Working Against Silicon Valley Big Tech Pundits and industry watchers continue to forecast a demise in Silicon Valley and the tech companies in the region. While the valley's influence may be slowly diminishing, there's still a significant hub and concentration of talent unlike any other region in the world. For those who can still afford to live here, access to top talent, capital, weather, and industry expertise remains parallel to none.
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Mornings With Maria Bartiromo January 31, 2023

Monday's Musings: Q1 Earnings Benefit From The Great Big Tech Reset

Big Tech and Market Reset Bring Optimism To Markets While many in the market are still psyching others into a recession, the fears are subsiding and the NASDAQ appears to be where the optimists are. Five factors have led to the mini rebound in this market of lowered expectations as watchers await the fed rate decision.:
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Wipro Metaverse Panel Davos 2023

Event Report: Metaverse As A Force For Good, Sustainability

Gain Pragmatic Advice For What's Next In Web3 and the Metaverse Economy Much hype has been made about the metaverse. However, very few organizations have fully grasped the impact the metaverse will have on experiences, engagement, and even sustainability across the enterprise.
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IBM AWS reInvent Partnership

News Analysis: IBM and AWS Crank Up Their Partnership Up A Notch With AWS Marketplace

This year's Amazon Web Services reInvent brought over 55,000 attendees to one of the premier tech industry events. The obvious and noticeable change in this year's event was an overemphasis on partnerships and alliances. The AWS leadership team made it clear that partners were more than welcomed.  IBM's presence as the Global Partner of the year did not go unnoticed by the attendees and of course the other public cloud vendors who have not yet had the courage to host in-person events at scale.
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Microsoft Activision Deal Blocked by Lina Khan

News Analysis: FTC's Lina Khan Blocks $69 Billion Microsoft - Activision Acquisition

Microsoft Faces Its Biggest Challenge Despite Its "Social" Standing Microsoft's CEO Satya Nadella’s and Vice Chair and President Brad Smith face their toughest challenge. There was always that belief that so long Microsoft acted like a“good citizen” on social issues they would be immune to anti-trust. That myth has been burst. The FTC has filed a lawsuit and a judge must decide if the case is strong enough to block the $69B deal. The FTC fears Microsoft will not provide titles for other platforms. Other headwinds include 16 countries that will have to approve the mega deal. China will probably block the deal to protect TenCent's position. Tencent also owns 5% of Activision.
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New MATANA Stocks Yahoo Finance

News Analysis: Bear Market or Tectonic Shift?

The NASDAQ Composite closed out the week with its biggest two-day rally since 2008. CPI numbers hinted that inflation was subsiding and hope sprung that the Fed would take a less severe stance. Should the Fed hiking slow down from 75 basis points to 50 basis points, market watchers remain hopeful and some took advantage of the early signals of slowing inflation.
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