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Hubspot Innovation, Graph Databases, Fall Conferences | ConstellationTV Episode 113
Liz Miller and Holger Mueller cover AI’s real business impact from SAP, HPE, and HubSpot, explore graph databases with Mike Ni at Neo4J GraphSummit, and preview the packed fall tech event season.
News Analysis: Nvidia Earnings Preview
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
Watercooler debate: Are we in an AI bubble?
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.
Target gets new CEO, continuity in tech, AI strategy
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty.
