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Cloud

Everything we've published tagged cloud.

Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained
CRMNOWIGV

Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained

A geopolitical war, a $25 billion buyback gone wrong, and a sector-wide repricing that smart generalists need to understand.

Apr 23, 2026enterprise-software
Alibaba Is Being Torn Apart. Here's Who Wins Each Piece.
BABA9988.HKKWEB

Alibaba Is Being Torn Apart. Here's Who Wins Each Piece.

Beijing is forcing China's biggest tech conglomerate to split into separate companies — and the downstream effects reach far beyond one stock.

Apr 13, 2026alibaba
Cloud — Domino Research