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May 03 2026 03:05 AM
Google Cloud, AWS, Microsoft Azure: The AI vertical integration race
Amazon Web Services’ launch of the Connect family of business applications and Amazon Quick, Google Cloud Next 2026 announcements and hyperscale cloud first quarter results all lea...
May 01 2026 10:05 AM
Atlassian makes its case: Context is our strategic moat
Atlassian's third quarter earnings made that case that agentic AI is good for the company, SaaSpocolypse fears are overblown and context is king. ...
April 30 2026 01:04 PM
Apple Q2 better than expected, but supply chain constraints, memory costs loom
Apple reported better-than-expected fiscal second quarter results due to services growth. Apple's various product categories excluding the iPhone were also ahead of Wall Street est...
April 30 2026 07:04 AM
How Meta is thinking about AI models, ROI, CapEx
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Insight News
April 17, 2026
CarMax aims to up its customer experience under new CEO
CarMax CEO Keith Barr has a simple mission: Get consumers to purchase a car with fewer clicks.
Larry Dignan
Insight News
April 15, 2026
JPMorgan Chase, Goldman Sachs on Anthropic's Mythos, AI cyber risks
JPMorgan Chase and Goldman Sachs are testing Anthropic's Mythos model under Project Glasswing and noted that AI cybersecurity is a top risk factor.
Larry Dignan
Insight News
April 5, 2026
Zillow bets on content, context, data flywheel as AI differentiator
Zillow is betting that AI is going to be a boon to its business both internally and for customer experiences due to a hefty dose of proprietary data, context and the ability to tailor its own large language models.
Larry Dignan
Insight News
April 9, 2026
FedEx Freight eyes AI, simplified stack to unlock growth as independent company
FedEx Freight is about to become an independent company as it is spun off from FedEx. The technology and AI strategy for FedEx Freight will be to simplify operations, reduce customer friction and create an architecture that can leverage AI today as well as future advances.
Larry Dignan
Insight News
April 7, 2026
BT150 zeitgeist: It’s time to get practical about AI agents
CxOs in Constellation Research's BT150 are getting practical about AI agents, looking to align AI strategies with business outcomes with timelines to structurally reposition operating models with AI in about three years.
Larry Dignan
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