Daily Dose Of Tech – Friday

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Your Daily Dose Of Technology News – November 07, 2025.

1. Programming Trends: More Django developers leaning into AI tools.
The “State of Django 2025” report finds an increasing number of developers using AI-powered coding assistants (such as GitHub Copilot, Claude) in both learning and building phases.

– This suggests that AI is becoming more deeply embedded into the developer workflow, not just as a novelty but as a productivity tool.

The usage of AI tools in developer ecosystems signals how software development is evolving. It can impact productivity, talent demands, and how fast new software features or platforms can be built.

In Other News:

2. Global Tech stocks stumble amid AI rally concerns & China trade data:

– Tech-heavy markets are seeing notable weakness: the Nasdaq Composite fell about 1.9% (-445.8 points) on Thursday, and the S&P 500 and Dow Jones Industrial Average are also in the red for the week.

– Investors are becoming nervous about the sustainability of the AI-stock rally and whether valuations of major tech names are justified.

– Weaker-than-expected trade data out of China are adding to the risk-off tone: China’s exports contracted ~1.1% year-on-year in October, and US-bound shipments dropped ~25%.

– Regional markets: In Asia, indices such as Japan’s Nikkei 225 fell ~1.2%, Hong Kong’s Hang Seng Index was down ~0.9%.

– The combination of tech-sector risk and macro/trade worries is driving the broader market retreat.

Tech stocks (especially those tied to AI) have been major drivers of market momentum this year. If confidence falters, it could spill into broader markets and signal a more cautious phase for growth/tech-heavy portfolios.

3. Tech Usage vs. Tech Hype: Smartphones and the AI revolution:

Despite the hype around AI, a piece from Bloomberg L.P. argues that smartphone buyers are not prioritizing “AI features” as a key driver of purchase decisions.

In other words: while AI is a headline, in many consumer categories it may still be “an afterthought”.

This gap between hype and actual user behaviour is important for companies investing in “AI-everything”. If users don’t see the differentiated value, then ROI may lag expectations.

4. Regulatory Pivot: EU considers pausing parts of its landmark AI law:

– The European Commission is reportedly weighing delaying or pausing certain implementation steps of the EU AI Act amid pressure from U.S. Big Tech firms and the U.S. government.

– The Act, which came into force in August 2024, still has many key provisions yet to be applied. The proposed “simplification” is set to be adopted by ~November 19.

– The move appears intended to avoid giving U.S. firms (such as Meta Platforms, Alphabet Inc.) a competitive disadvantage in AI, and to reduce friction in the tech trade relationship.

Regulation is a key factor shaping AI deployment, business strategy and investment flows. A shift in the EU’s stance could change how companies allocate AI R&D and how AI-enabled business models evolve across borders.

5. Miscellaneous Tech-Industry News:

– A reminder that while crypto and other alternative assets get attention, traditional market dynamics (e.g., liquidity flows) remain strongly tied to major tech stocks, and even crypto like Bitcoin may move in tandem according to analysts.

– A press-release recap for October shows a lot of activity in data-centres, AI infrastructure and enterprise software: including moves by Johnson Controls International investing in data-centre cooling and Meta Platforms entering a joint venture to support its AI infrastructure ambitions.

– The crypto-mining firm HIVE Digital Technologies Ltd. announced it will release its Q2 2026 earnings on Nov 14, with a call scheduled for Nov 17.

Odds And Ends:

6. Google updates Gemini and introduces on-device multimodal inference:

– Google pushed Gemini updates improving vision-language coordination and previewed an on-device runtime for limited multimodal tasks on Pixel 8/9-series and Tensor-powered Chromebooks.

– On-device inference reduces latency and privacy concerns, enabling offline photo understanding, quick OCR/translations, and more responsive camera experiences.

– Hardware constraints mean models are distilled; cloud fallback remains necessary for heavy workloads.

7. Meta faces new UK privacy-related fine over targeted ads:

– UK regulators fined Meta for ad-targeting practices that insufficiently protected non-consenting users’ data — amount and appeals process pending.

– Ongoing pressure on Big Tech ad models; could prompt broader shifts toward contextual advertising or more explicit consent flows.

8. Microsoft and Samsung deepen partnership on AI and devices:

– Microsoft and Samsung expanded collaboration to integrate Copilot features across Galaxy devices and Samsung’s smart home ecosystem; includes co-development of AI assistants and cloud-edge interoperability.

– Strengthens Microsoft’s consumer reach and positions Samsung devices as premier Copilot-capable hardware.

What To Watch Next:

* The tech sector is facing a moment of reckoning: valuations, hype vs reality, regulatory uncertainty all combine to raise caution.

* AI remains central—but the narrative is shifting from “everything will be AI” to “how and where will AI deliver meaningful value”.

* Global macro/trade factors (especially China) continue to exert strong influence on tech stocks and risk sentiment.

* Regulatory environments (particularly in the EU) are moving more slowly / with more friction than many had hoped, which may affect global tech company strategy.

If you need a summary on any specific topic or more detailed information on emerging tech trends, feel free to ask us @DawentsIT or visit our website at www.dawentsit.com

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