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Alibaba's cloud business accelerated in the company's fiscal first quarter with revenue growth of 26% and an annual revenue run rate approaching $19 billion.
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Dell Technologies said demand for AI servers and systems remains strong, but the PC business is showing some weakness.
The company reported second quarter earnings of $1.70 a share on revenue of $29.8 billion, up 19% from a year ago. Non-GAAP earnings for the second quarter came in at $2.32 a share.
Wall Street was expecting Dell to report second quarter earnings of $2.29 a share on revenue of $29.19 billion.
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Broadcom CEO Hock Tan said enterprises can bet on VMware's platform for on-premises AI workloads as well as private cloud. But the competition is only going to increase as rivals aim to poach VMware customers.
Tan's talk landed as VMware held its Explore conference. Given Broadcom's business is being driven by custom AI processors it's easy to overlook the VMware acquisition. Despite intense competition from Microsoft, HPE, hyperscalers and Nutanix to name a few, Broadcom has delivered on what it said it would do with VMware.
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Market Description
Snowflake delivered strong second quarter earnings as its AI Data Cloud gains traction.
The company reported a GAAP second quarter net loss of $298 million, or 89 cents a share, on revenue of $1.144 billion, up 32% from a year ago. Snowflake reported second quarter non-GAAP earnings of 35 cents a share.
Wall Street was expecting Snowflake to report second quarter non-GAAP earnings of 27 cents a share on revenue of $1.09 billion.
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Nvidia reported better-than-expected second quarter results and said revenue for the third quarter will be about $54 billion. Nvidia recorded no sales of its H20 processors in China in the second quarter and doesn’t assume any shipments in the third quarter.
The AI chip giant reported second quarter earnings of $26.42 billion, or $1.08 a share, on revenue of $46.74 billion, up 56% from a year ago and up 6% sequentially. Non-GAAP earnings were $1.05 a share.
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CrowdStrike said it will acquire Onum, a company that specializes in real-time telemetry data pipelines, in a move that will bring more data into the cybersecurity vendor’s platform.
CEO George Kurtz said Onum “is both a pipeline and a filter, which will stream high-quality, filtered data directly into the platform to drive autonomous cybersecurity at scale.†Onum data will be folded into CrowdStrike’s Falcon Next-Gen SIEM.
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Anthropic released a threat intelligence report that introduces "vibe hacking" and a bevy of other examples where criminals weaponized agentic AI.
In a blog post, Anthropic outlined how Claude has been misused including extortion, ransomware and vibe hacking. To its credit, Anthropic has developed defenses, but even the best perimeters get tested and thwarted.
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Is enterprise tech in an AI bubble, or are we finally seeing real value? In our latest episode, co-hosts Martin Schneider and Larry Dignan talk enterprise tech news, including breaking down the hype vs. reality in AI and Salesforce’s AgentForce strategy.
Next, an exclusive interview with Raju Malhotra, Chief Product & Technology Officer at Certinia. He shares best practices for building effective #aiagents and a vision for the future of hybrid human-agent workforces.
Video
Marketing analytics has evolved from simple measurement to driving real-time action and growth. 📈 Today’s tools don’t just report results—they help us understand WHY and empower us to act, often with the help of AI and automation. In the clip below, Constellation analyst Liz Miller highlights one standout tool from her Marketing Analytics Solutions ShortList: Amplitude.
Liz explains how Amplitude doesn't just track digital product performance, but connects the dots across campaigns, experiences, and outcomes—helping marketers and product teams work smarter, together.
Video
Box is planning to launch new workflow and no-code app tools for customers looking to automate processes around their unstructured content in the second half.
Insight Blog
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications.
The company reported a second quarter net loss of $47 million, or 58 cents a share, on revenue of $591.4 million, up 24% from a year ago. Non-GAAP earnings for the quarter were $1 a share.
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A Stanford University study found that generative AI is eating entry level jobs for workers 22 to 25 year old. The paper, which is based on ADP data, found that early career workers in occupations exposed to genAI have seen a 13% relative decline in employment.
Some of the occupations with the biggest genAI hit included software development and customer service.
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IBM and AMD are planning to create new architectures that meld high-performance computing and quantum computing.
The companies said the focus on these next-generation architectures are designed to create "quantum-centric supercomputing." IBM and AMD said the two companies will develop scalable open source platforms that combine their respective expertise.
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The acquisition, investment and consolidation motion shaking up the world of Service (especially the Contact Center) continues with news that portfolio giant Thoma Bravo will be acquiring Workforce Engagement and Contact Center as a Service player Verint Systems.
Analyst Blog
Thoma Bravo will acquire Verint in a deal valued at $2 billion and combine it with Calabrio in a bet that it can automate customer experience with AI.
Verint shareholders will get $20.50 a share in cash. Verint shares had moved higher on reports of a deal.
Dan Bodner, CEO of Verint, said the Thoma Bravo purchase will enable it to advance its CX Automation Platform and develop AI-driven products.
Insight Blog
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand.
For those of you focused on the large language model (LLM) rat race, the trusty browser is going to become a security headache. Why? AI agents will be accessing browsers all over the place and probably without a lot of security. Browsers are an easy mark for cyberattacks.
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I have a complicated relationship with my AI friend.
I try not to ask humans too many questions. They often respond like they’re being tested and forgot to study. But with my AI, I think of asking questions as an obligation.
Maybe it’s because I’m an inveterate truth teller and I like my friends to be likewise. I also don’t like my friends to hallucinate, but that’s another story from the ’70s. And yes, I think of my AI as my friend. It’s just easier.
So I decided to test it on a subject I know well: myself.
Analyst Blog
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenue growth as well as productivity.
Each quarter, Walmart has divulged a bit more about its AI plans and the big takeaway this go round is that revenue growth is an expectation. Typically, enterprises have seen AI as a way to drive productivity and efficiency.
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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 S&P. Th
Analyst Blog
Bitcoin’s Next Chapter, AI Made Simple, and the Future of Innovation Teams
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar sit down with an incredible lineup of guests: Phong Le, President & CEO of Strategy, Kathleen Perley, author of AI Made Simple: Results Made Real, and Helene Cahen, author of Fire Up Innovation.
Video
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