Don't let AI giants
eat the Economy!

Microsoft's Nadella's strategy:
More user-controlled models

In interview, Microsoft’s CEO Satya Nadella offers a blistering critique of AI power balance and calls for 'earning society’s permission' writes WSJ's Bradley Olson. He helped usher in the AI boom. Now he has a tough message for the companies leading it. Full story here, first

Can Northamber
gain Renaissance? 

Real or imagined "help grow
cybersecurity & AI practices”

Northamber’s UK cybersecurity and infrastructure division will now trade as Renaissance Distribution. Chairman Alex Phillips said the move creates a unified specialist brand across the UKI, reflecting its focus on delivering cybersecurity expertise, services and solutions to partners.. Full story here, first....

HPE: H y p e d  up
Progress Eventually

Can it 'Discover' networking 
portfolio match Dell/Lenovo?

Under activist pressure HP Enterprise's complacent ceo Antonio Neri reported stronger sales recently, boosted by acquisition Juniper and higher prices. Neri claimed “We'll achieve through our next generation of secure, self-driving networks and improve the user experience". Report analysis here, first....

AI: Ready or Not?
IT Channel Check

Microsoft leads AI ecosystem
Opportunity looks enormous?

Salesforce secures
Fin chatbox expert

AI customer agent answer 
questions/complex queries

CRM software giant Salesforce has agreed to buy Fin formerly known as Intercom for about $3.6Bn. “Fin brings proven technology, a deep commitment to customer success, and an incredible team that will complement Agentforce with powerful service capabilities" stated ceo Mark Benioff. Full story here. first

RS Group growth
momentum slows

CEO claimed "gained share
with most major suppliers"?

RS Group plc (aka Electro-components) reported weaker results for Q4'26 to 31Mar'26. CEO Simon Pryce seemed complacent, commenting "strong execution of our plan to improve and deliver on the significant value creation opportunity". Results belie his rhetoric? Full analysis here, first...

Can Apple WWDC
advance AI agents?

CEO Tim Cook's last stand. Will
'Intelligence' tools prove hits?

Apple hosts its annual Worldwide Developers Conference (WWDC) today at its Cupertino, (CA) HQ. The event, Tim Cook's last as CEO will serve as a kind of reboot of Apple's AI strategy, which has lagged behind competing firms' efforts to date, Full story here, first over the next few days...

Lenovo's lead
in sustainability

"Focus value creation that
supports business growth"

On Day 1 of Lenovo's 360 Circle Summit, the audience heard how sustainability needs to be at the core of business plans, the role of AI, and the urgency to report accurate and relevant emissions data. “In the past, the focus was on compliance, now leaders ask about how sustainability supports business growth” states Virginie Le Barbu, director. Full story here, first

Vulture Aurelius
extorts E x e r t i s

How much longer can asset
strippers fool the industry?

As PP predicted in Jan'26, vulture capitalist Aurelius, the OfficeDepot-Viking killer has destroyed Exertis and forced it into administration. After selling the OP wholesale division to VOW,  it was entirely expected that employees, vendors and resellers would be abandoned.  We expected the vulture to drive extinction by year end, but it took half that time. Full story, here, first...

HPE: Hyped up
Progress Eventually

Growth recovers exc.Jupiter
Lost mkt share v Dell/Lenovo

Under activist pressure HP Enterprise's complacent ceo Antonio Neri reported stronger sales volumes in Q2'26, boosted by acquisition Juniper revenues and higher prices. The primary boost came from AgenticAI & servers. Market cap up +85% YTD on takeover speculation; but sales down -24% since 2016 exc.inflation!? Report analysis here, first