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Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
June 10, 2025

Meet the 150 Visionaries Shaping the AI-Powered Future

Data to Decisions
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Elle DeRosa
Insight News
May 13, 2025

Stargate Project sites under due diligence, says SoftBank

Data to Decisions
The Stargate Project is currently eyeing as many as three sites for AI data centers and Softbank executives said due diligence is currently underway on multiple proposals. ...
Larry Dignan
Insight News
May 12, 2025

5 projects we’re watching in May 2025

Data to Decisions
Enterprises are pursuing AI agents as part of a broader transformation and automation push. Here’s a look at the projects we’re watching for May. ...
Larry Dignan
Insight News
May 01, 2025

Cognizant's Q1 shines as clients eye AI productivity gains

Data to Decisions
Cognizant CEO Ravi Kumar said the company saw strong growth in health sciences and financial services accounts and the common theme is using artificial intelligence to take out cos...
Larry Dignan
Insight News
April 30, 2025

Meta ups its 2025 spending on AI, data centers

Data to Decisions
Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and "expected cost of infrastructure hardware." ...
Larry Dignan