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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...
Insights News
June 28, 2026
Here’s what we learned about AI projects from enterprise buyers so far
Enterprise buyers are maturing quickly when it comes to AI and AI agents and looking to redesign operations, deliver outcomes, maintain governance and cost discipline. If there was a word to describe what enterprises want it's quot;optionalityquot; since AI and the vendor landscape are changing to quickly to make a wrong bet.
Larry Dignan
Insights News
June 9, 2026
How Moody's is thinking about data moats, AI strategy, token costs
Moody's is juggling agentic AI workflows, protecting its proprietary data from LLMs and engaging in healthy co-opetition with AI partners that can be friend or foe. In between, Moody's is also managing token costs.
Larry Dignan
Insights News
June 14, 2026
For Starbucks, AI returns are behind the scenes
Starbucks CEO Brian Niccol is betting the coffee company’s returns on AI investment will come from outcomes that aren’t noticed by customers that much. The company is focusing on supply chain, scheduling and optimizing behind the scenes processes.
Larry Dignan
Insights News
May 26, 2026
How Stellantis aims to leverage AI, technology for turnaround
Automaker Stellantis is betting that it can infuse AI and technology across its company to boost revenue growth and profits.
Larry Dignan
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