DOGE The Department of Government Efficiency (DOGE), spearheaded by Elon Musk, is making waves in its pursuit of reduced government spending and streamlined operations. While the department claims significant savings, its increased scrutiny of expenditures is likely to have ripple effects, particularly for government contractors. DOGE's focus on cost reduction means government spending will face heightened scrutiny. This increased oversight could lead to delays in new tender awards. The department's efforts to thoroughly examine contracts and ensure value for taxpayer money may strain resources, potentially leading to manpower shortages and a slower award process. Companies heavily reliant on government contracts, such as consulting giants like $Accent

$Alphabet(GOOG)$ 's Google Cloud has long been the underdog in the cloud computing race, trailing behind AWS and Azure. While their overall cloud business has been a persistent challenge, one area where they consistently shine is data analytics. Google Cloud has cemented its position as a leader in the data lakehouse space, offering cutting-edge solutions like BigQuery that empower businesses to unlock the value hidden within their data. Now, Google is doubling down on its data and AI strengths, promising increased investment in these critical areas. This strategic focus could be the key to finally bringing their cloud business back on track. Why is this a smart move? - Data Lakehouse Dominance: Google Cloud's leadership in the data lake