Reddit Rethinks Google Deal & 3M Beyond the Post-it Note

Reddit’s potential departure from its AI licensing deal with Google highlights growing publisher concerns over AI-generated summaries cannibalizing web traffic and ad revenue. While Reddit’s $60 million annual licensing income is significant, the platform is weighing this against the long-term impact of Google’s search dominance. Meanwhile, the market is reacting to shifting capital expenditure trends, with Super Micro Computer surging on record AI server orders while software companies like Pegasystems face headwinds from delayed IT spending. Additionally, 3M is bucking the conglomerate breakup trend by focusing on operational excellence and margin expansion rather than splitting its business. The company’s recent success in reaching record 25% operating margins, coupled with strategic pivots into data center technology, demonstrates a commitment to integrated growth despite historical legal challenges and a complex, century-old product portfolio.