News
The day at a glance · 4 min read
Mood · Selective
-10
Sentiment, −100 to +100
Meta Monthly Decline
11%-11%
Alphabet Monthly Rally
16%+16%
Meta Layoffs
10%
Key driverDiverging fortunes across Big Tech as AI reshapes business models and investor bets shift toward memory and infrastructure plays
Daily briefTech Sector· Money365.Market AI ·

Meta Layoffs Loom as Google Faces AI Search Pressure

Meta prepares 10% workforce cuts while Google's AI Overviews slash website traffic by 58%; Broadcom surges on AI chip optimism

Big Tech Divergence

Neutral

Employees to AI Roles

7,000
METAGOOGL
Meta Platforms ($META) has laid out plans to execute layoffs affecting 10% of its workforce on Wednesday, with notifications going out at 4 a.m. local time globally in three batches, according to an internal document. As part of the restructuring, the company plans to move 7,000 employees to new initiatives related to AI workflows and eliminate managerial roles. The layoffs come as $META stock has declined 11% over the past month, contrasting sharply with Alphabet ($GOOGL), which has rallied 16% in the same period despite both companies reporting financial results on the same day in late April. The divergence highlights shifting investor sentiment across the digital advertising giants as AI transformation reshapes organizational priorities.

AI Search Disruption

Bearish

AI Overview CTR Impact (Current)

58%-58%

AI Overview CTR Impact (8mo ago)

34.5%-34.5%
GOOGL
New research from marketing platform Ahrefs has found that $GOOGL's AI Overviews now result in a 58% lower average clickthrough rate for top-ranking pages, up from 34.5% just eight months ago. The findings suggest that despite Google's statements that links within AI Overviews receive higher clickthrough rates than traditional search results, the overall traffic impact on websites has worsened. The decline in website clicks raises questions about the sustainability of the ad-supported web ecosystem and publisher business models. Meanwhile, investor Stanley Druckenmiller has sold his $GOOGL position in favor of memory and storage stocks positioned to benefit from AI hardware demand.

AI Infrastructure Spending

Bullish

Salesforce Anthropic Spend

$300M

Dust Series B

$40M
CRMGOOGL
Salesforce ($CRM) CEO Marc Benioff disclosed that the company will spend $300M on Anthropic in 2026, citing how AI coding agents have unlocked efficiency gains previously out of reach. Benioff hinted at new coding tools coming to Slack as part of the deeper integration. Separately, AI startup Anthropic has acquired Stainless, a New York-based developer tools startup used by OpenAI, Google, and Cloudflare, with Stainless winding down all hosted products as part of the acquisition. The moves underscore intensifying competition and consolidation in the AI tooling ecosystem. Meanwhile, enterprise AI platform Dust announced a $40M Series B round led by Abstract and Sequoia to scale its multiplayer AI platform for human-agent collaboration, now serving more than 3,000 organizations with 51,000 monthly active users and 300,000 agents deployed.

Semiconductors & Hardware

Bullish

Broadcom Daily Gain

4.3%+4.3%
AVGOMRVLAMDARM
Broadcom ($AVGO) shares jumped 4.3% after receiving a flurry of bullish analyst ratings with several firms significantly raising price targets on optimism surrounding the company's role in the AI boom.
Marvell Technology ($MRVL) showed strong technical uptrend and accelerating earnings and revenue growth, meeting momentum criteria for identifying potential market leaders. Evercore ISI maintained its Outperform rating on Advanced Micro Devices ($AMD) and Arm Holdings ($ARM), with the positive outlook following first-quarter server CPU market share data. Industry analysis suggests the AI inference supercycle is driving insatiable demand for memory and storage hardware, benefiting companies positioned in the AI hardware supply chain.

Enterprise Software & Security

Neutral

Palantir Current Price

$133
PLTRAAPL
A US District Judge has ordered Palantir Technologies ($PLTR) to arbitrate trade secret claims against former engineers who founded rival Percepta AI, moving the case from federal court to private arbitration. The case centers on alleged misuse of confidential information and focuses attention on how Palantir handles data security, intellectual property, and competition in AI and data analytics. At $133, $PLTR shares are drawing renewed analyst interest amid analyst consensus pointing higher. Separately, Apple ($AAPL) is working on new AI writing tools and shortcuts for iOS 27 and iPadOS 27 as it looks to narrow the gap with competitors in the AI features race.

Social Commerce Growth

Bullish

Global Market 2025

$1,615B

Global Market 2035

$24,800B

Global CAGR

31.4%+31.4%

Europe Market 2025

$392B

Europe Market 2035

$5,684B

Europe CAGR

30.65%+30.65%
META
The global social commerce market was valued at $1,615 billion in 2025 and is expected to reach $24,800 billion by 2035, growing at a compound annual growth rate of 31.4% during the forecast period, according to a new report by SNS Insider. Europe's social commerce market specifically is projected to grow from $392 billion in 2025 to $5,684 billion by 2035, registering a CAGR of 30.65%, driven by rising digital engagement, influencer-led marketing, and growing adoption of shoppable content across major social media platforms. The explosive growth trajectory underscores how social platforms are becoming primary commerce channels, with significant implications for $META and other social media companies investing heavily in shopping features and creator monetization tools.

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