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NYSE:NET News 3 July 2025 - 3 November 2025

MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

Leadership Transition at MongoDB MongoDB’s announcement on November 3, 2025 signaled a major leadership shake-up for the $29 billion database company. Dev Ittycheria, who has served as CEO since 2014, will be stepping down after an 11-year tenure leading MongoDB markets.ft.com. Ittycheria is credited with transforming MongoDB from a startup into a global player – he oversaw the company’s 2017 IPO and the growth of its customer base to nearly 60,000 organizations (including over 75% of the Fortune 100) markets.ft.com investing.com. In the press release, Ittycheria called it “the privilege of a lifetime to lead MongoDB” and said he is “immensely
3 November 2025
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Cloudflare (NET) Stock Soars to Record High on Earnings and AI Buzz – What’s Next for Investors?

Cloudflare (NET) Stock Soars to Record High on Earnings and AI Buzz – What’s Next for Investors?

Stock Performance and Recent Trends Cloudflare’s stock price has been on a tear in 2025, recently hitting an all-time high around $230 per share watcher.guru. After a rally into its Q3 earnings announcement, the stock closed October 30 at $222.94 (down ~1.9% that day after profit-taking) ts2.tech, then spiked in after-hours trading once results beat expectations ts2.tech. As of October 31, 2025, NET trades in the mid-$220s – roughly 95–100% higher than where it started the year ts2.tech. For context, the Nasdaq-100 is up only ~40% YTD, so Cloudflare has dramatically outpaced the broader market. Investors have rewarded the company
31 October 2025
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AI Search Wars: How Google, ChatGPT & Others Are Reinventing Search in 2025

AI Search Wars: How Google, ChatGPT & Others Are Reinventing Search in 2025

Google’s Search Generative Experience (SGE) uses AI Overviews to present synthesized facts with source links at the top, and in 2025 Google launched AI Mode for follow-up questions powered by Gemini that runs hundreds of sub-queries per query. Microsoft Bing integrated GPT-4 into search to create Bing Chat, with Nadella declaring that AI will fundamentally change search and adding image inputs and Windows/Edge “Copilot” integration across products. Google Lens and the new Search Live feature enable multimodal search with real-time visual Q&A, video analysis, and the ability to upload images or PDFs for AI-assisted answers. Google’s AI Mode will offer
1 August 2025
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Microservices and Serverless Roundup: Key Developments in June–July 2025

Microservices and Serverless Roundup: Key Developments in June–July 2025

AWS Aurora DSQL, a serverless distributed SQL database with virtually unlimited scale, became generally available in late May 2025. AWS open-sourced the AWS Serverless Model Context Protocol (MCP) Server, an AI-powered assistant to guide architects in building serverless apps. AWS API Gateway added support for dynamic routing rules on June 3, 2025, enabling more flexible versioning and traffic management for microservice APIs. AWS Lambda expanded SnapStart to more global regions and gained native Avro/Protobuf support in Kafka event triggers. Amazon Redshift Serverless introduced a new lower 4 RPU minimum to optimize costs for smaller workloads. At re:Inforce in late June,
9 July 2025
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AI in July 2025: Superintelligence, Talent Wars, and Societal Shifts / Updated: 2025, July 3rd, 00:01 CET

AI in July 2025: Superintelligence, Talent Wars, and Societal Shifts / Updated: 2025, July 3rd, 00:01 CET

Meta launched its Superintelligence Labs, led by Alexandr Wang (ex-Scale AI CEO) and Nat Friedman (ex-GitHub CEO), with reports of offers up to $300 million over four years to recruit talent from OpenAI, Google, Anthropic, and DeepMind. OpenAI CEO Sam Altman criticized Meta’s talent tactics as distasteful and OpenAI countered by offering staff a one-week break and considering salary increases to retain talent. Microsoft laid off about 9,000 employees (nearly 4% of its workforce) as it expands AI and cloud capabilities, with GitHub Copilot now generating 20-30% of internal code and 2025 capital spending planned at $80 billion. Amazon deployed
3 July 2025
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