Investors are rewarding cloud-host players (AWS, Microsoft) for AI-driven growth, while capex remains huge and regulatory headwinds (App Store changes and looming Supreme Court ruling) could impact margins.
CareCloud’s breach affects about 345,000 people, with hackers accessing an EHR data store for six days and sensitive data exposure triggering multi-state regulatory notices.
Reddit posted a solid Q2 with $805 million revenue (+61% YoY) and $253 million net income (+183%), but AI-driven search shifts and uncertainty around data licensing with Google pressured the stock despite beating guidance.
NYC Health + Hospitals confirms a data breach exposing personal, medical data and biometrics (including fingerprints) affecting at least 1.8 million people.
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