Morgan Stanley say that cloud beneficiaries apart from the big three will also include SAP, Snowflake, Cisco, and MongoDB. Read More...
The Wall Street Journal
Online Shopping’s Fast-Delivery Race Is Slowing Down
Julia Belkin does plenty of shopping online, ordering goods from kitchen sponges to workout apparel, but she’s not buying into the e-commerce push to get orders into consumers’ hands in the fastest way possible. “If it’s something like home décor, furniture, if it’s a really good bargain, I will wait as long as it takes,” said Ms. Belkin, a 28-year-old content marketer in Brookline, Mass. Ms. Belkin frequently orders deeply discounted items on e-commerce site Temu, run by China-based PDD Holdings even though shipping can take up to three weeks.
