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Analyst Blog
February 15, 2026

How "Context Graphs" are Redefining the AI Landscape

In this issue, we are going to start – so much to cover – addressing context as the next AI evolutionary hurdle. And no better way to do that than by sharing a few links and ideas on Context Graphs – the “revolutionary” (read marketing) theme that brought context to the forefront inside the AI community....
Esteban Kolsky
Analyst Blog
February 12, 2026

The Platform Story Meets Privilege Reality: CyberArk as Palo Alto’s Missing Control Plane

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks has closed its acquisition of CyberArk, strengthening its identity security portfolio as part of a broader platform strategy. For many security leaders, the logic is straightforward. Enterprises have invested heavily in network security, endpoint controls, cloud security, and detection and response. ...
Chirag Mehta
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt; lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
R "Ray" Wang
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 Scalelt;/pgt; lt;pgt;lt;span style=quot;font-size:12ptquot;gt;lt;span sty...
R "Ray" Wang