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When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived through a few bubbles—dotcom circa 2000 and real estate circa 2008—and the aftermath isn’t great.
As a general rule, when you hear people standing in line at Wawa talking about AI, crypto and meme stocks you know you’re near a top. They don’t ring a bell and insanity can last longer than you think.
That said here are some mileposts to consider as the AI bubble inflates.
Insight Blog
Zoom Communications reported strong second quarter results and CEO Eric Yuan said the company is seeing customers broaden their AI usage.
The company reported second quarter net income was $358.6 million, or $1.16 a share, on revenue of $1.217 billion, up 4.7% from a year ago. Non-GAAP earnings were $1.53 a share.
Wall Street was expecting Zoom to report second quarter earnings of $1.38 a share on revenue of $1.2 billion.
Insight Blog
Workday's AI strategy appears to feature a heavy dose of acquisitions. The company said that it is acquiring Paradox, a startup that features a candidate experience agent to work through the job application process. The Paradox acquisition came just days after it acquired Flowise, a platform to build AI agents and automate workflows.
Insight Blog
Open Research
Executive Summary
Certinia, which provides management software for professional services organizations, delivered its first installment of artificial intelligence (AI) agents built on Salesforce’s Agentforce platform as part of its recent summer release
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 General Services Administration (GSA) plans from OpenAI and Anthropic.
Insight Blog
Microsoft laid out its plans to roll out post-quantum cryptography across its products and platform in a multi-year effort.
In a blog post, Microsoft introduced its Quantum Safe Program (QSP), which is a broad transformation to secure its infrastructure, customers and ecosystem against future quantum threats.
Holger Mueller, analyst at Constellation Research, said:
Insight Blog
Human capital management software provider Dayforce is going private in a deal with Thoma Bravo valued at $12.3 billion.
The news, which had leaked out earlier this week, comes as Dayforce plays in a crowded HCM space. Thoma Bravo has a broad portfolio of enterprise software vendors including Coupa, Flexera, Conga, Darktrace and others.
Insight Blog
Wipro said it will acquire Harman's Digital Transformation Solutions (DTS) unit for $375 million in a move that will give the services firm more engineering and research and development reach.
Harman is a unit of Samsung.
Insight Blog
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty.
Fiddelke's earnings call debut coincided with a disappointing second quarter. Fiddelke is currently chief operating officer and has been in various roles at Target for 20 years. Wall Street wasn't pleased an insider got the job and current CEO Brian Cornell will stay through the end of the year. Fiddelke takes over at the start of Target's fiscal 2026 in January.
Insight Blog
Quantinuum launched new open source software as it builds out its quantum computing stack.
The company launched two software components that it has open sourced. The launches include:
Insight Blog
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