Results

Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation & Product-led Growth
Walmart's AI strategy is evolving as the company plans four quot;superagentsquot; that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expect...
Larry Dignan
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
Insight News
August 21, 2025

Watercooler debate: Are we in an AI bubble?

Data to Decisions
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 throug...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Insight News
August 10, 2025

The road to AI Exponential will be bumpy

Data to Decisions
Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native stat...
Larry Dignan
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
ConstellationTV
July 30, 2025

Tsunami of Insights from #ARX2025 | CRTV Episode 110

Data to Decisions
ConstellationTV ep. 110 tunes in LIVE from Turtle Bay in O'ahu during our Analyst Relations Experience (#ARX2025) with co-hosts Larry Dignan and Martin Schneider. Larry interviews ...
Holger Mueller
Larry Dignan
Liz Miller
Martin Schneider
Insight News
July 12, 2025

The disconnect between tech euphoria, CFOs is jarring

Data to Decisions
The view from the C-suite is increasingly gloomy as executives navigate policy, inflation and the economy that's a reality show with two-week story arcs. It's hard to plan when you...
Larry Dignan
Insight News
July 06, 2025

AI's boom and the questions few ask

Data to Decisions
The money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deli...
Larry Dignan
Analyst Blog
June 10, 2025

Meet the 150 Visionaries Shaping the AI-Powered Future

Data to Decisions
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Elle DeRosa
Analyst Blog
May 06, 2025

Distilling April 2025

New C-Suite
Well, my first official month as Chief Distllier is over and it has been grea...
Esteban Kolsky