Tech giants dominated media coverage in July. Some stories, like Oracle’s $30B cloud deal starting in FY2028, showed signs that companies are getting a handle on the current market. Others, like Google Cloud’s outage after the company failed to follow its usual code quality protections, raised questions of how to balance customer needs with today’s breakneck speed of innovation. In another sign of major players evolving alongside the market, Walmart and Amazon launched branded stablecoins, while Mastercard formed stablecoin pacts with Paxos and PayPal. This followed the Senate’s passage of the GENIUS Act, which creates a regulatory framework for stablecoins.

For the first time in several months, connectivity closed in on cloud’s share of voice dominance. This tells us two things: the cloud landscape, while driven by large investments, is not fluctuating significantly alongside the market, and even when Apple lags behind, its news has the power to dominate a conversation. At WWDC in late June, Apple doubled down on its commitment to device-level AI, integrating updates such as live translation, a multimodal feature, and summarization that it had previously been criticized for slow-rolling. These updates are needed, though early reviews suggest it may be too little, too late unless Apple can showcase quick and measurable value as a result.

#Web3 developments included Bybit's sponsorship of India's Blockchain Tour, promoting decentralized technologies. #AI remained a focal point, with the UK's NHS announcing an AI-driven early warning system to detect patient safety issues. #Cybersecurity concerns intensified as U.S. agencies warned of potential Iranian cyber threats targeting critical infrastructure. The U.S. Senate passed the GENIUS Act, establishing a federal regulatory framework for stablecoins, which will impact the #DeFi and #Crypto sectors. #DePIN projects like StorX Network gained recognition among top decentralized infrastructure leaders.

Mentions, impressions, and reach continue to skew fintech, still bolstered by the conversation on X (as well as significant bot activity and Grok posts). Organic conversations focused on AI and automation solutions across all our verticals, with a noted swing toward conversations around collaboration and digital community. The swing seems to stem from a desire for AI users to share best practices, innovations, and applications.  

Conversations (and therefore all three of our key metrics) were up significantly for cybersecurity, with consumers anxious about data privacy and password protection with news around “one of the largest data breach of all time” (9TO5Mac) breaking mid-month.