The market’s looking for any reason to go negative on the AI trade, says Constellation’s Ray Wang bit.ly/4q19Mml @CNBC @SquawkCNBC @rwang0 of @constellationr discusses the latest market trends, state of the AI trade, AI capex spend, and more.

The market's looking for any reason to go negative on the AI trade, says Constellation's Ray Wang

Ray Wang, Constellation Research chairman and AI Forum co-founder, joins 'Squawk Box' to discuss the latest market trends, state of the AI trade, AI capex spend, and more.

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.@Microsoft launches MAI-Cyber-1-Flash security model, Project Perception bit.ly/4hGFJ0K Microsoft launched MAI-Cyber-1-Flash, a model focused on cybersecurity that operates inside its MDASH harness that identifies and remediates vulnerabilities.

Microsoft launches MAI-Cyber-1-Flash security model, Project Perception

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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.@AnthropicAI: Opposed to open model ban, wants safety testing for all models bit.ly/4pLhssv Anthropic CEO Dario Amodei outlined the company's stance on open weight models and countered some of the arguments laid out by Nvidia in its recent open letter on the topic.

Anthropic: Opposed to open model ban, wants safety testing for all models

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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IBM to acquire HRL Laboratories research.ibm.com/blog/hrl-lab... >> Congrats, that is a impressive research outfit, expect great things here. Laser, Spruce Goose etc. #NextGenApp

IBM to acquire HRL Laboratories

Exploring the storied history of HRL Laboratories, from the invention of the laser to silicon spin qubits.

research.ibm.com

Steve Jobs' 12 years at NeXT weren't a lost decade. They were the crucible. The technology he built there still runs your iPhone today. Geoffrey Cain & Dan'l Lewin on DisrupTV Ep. 446 bit.ly/3RdaWhv @rwang0 @valaAfshar🎙️ #SteveJobs #Apple #TechHistory

Steve Jobs in Exile: How “Failure” at NeXT Saved Apple and Shaped the Modern Tech Era | DisrupTV Ep 446

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Don't miss me at TechHR India ’26 on August 6 -7 at Yashobhoomi Convention Centre in Delhi. Register here: bit.ly/4vkqG08 #FutureofWork #HR #TechHRIN @PeopleMatters

People Matters TechHR India 2026 - Asia's Largest HR and Work Tech Conference

Join People Matters TechHR India 2026 on Aug 6th – 7th at Yashobhoomi, New Delhi. 5000+ attendees, 175+ speakers, 100+ learning hours, 150+ partners & more.

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.@Databricks Is Now Worth $188 Billion. Its Next Move Could Reshape Enterprise AI bit.ly/3SWWcE5 @Inc “Databricks has out-executed the direct competition and has a good lead in what matters today—being the data foundation for AI in the enterprise,” - #NextGenApps

China’s @Moonshot throws down the gauntlet with Kimi K3, the world’s largest open-weights model bit.ly/3T6k6wS @SiliconANGLE @Mike_Wheatley “There could well be a backlash in terms of the lofty valuations of other LLM vendors, and also because of the...” - #NextGenApps #AIWars

China's Moonshot throws down the gauntlet with Kimi K3, the world's largest open-weights model - SiliconANGLE

China's Moonshot throws down the gauntlet with Kimi K3, the world's largest open-weights model - SiliconANGLE

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@SAP acquires @PriorLabs just 18 months after launch in €1B+ deal tech.eu/2026/07/17/s... >> Congrats. #NextGenApps

SAP acquires Prior Labs just 18 months after launch in €1B+ deal

The acquisition gives the 18-month-old German company the resources to scale its pioneering tabular foundation models while remaining an independent AI research lab.

tech.eu

Two ideas worth sitting with from DisrupTV Ep. 445: 1. Outcomes are the new arbitrage. 2. The "why can't they be like me?" trap is the silent cap on most organizations' potential. Watch it here: bit.ly/4aH4PbS @rwang0 @ValaAfshar @DisrupTVShow #AI #Leadership

AI, Outcomes, and Leadership: What Tomorrow’s Disruptive Companies Are Doing Differently | DisrupTV Ep 445

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Need a fast read on what’s actually happening in enterprise tech? @ldignan’s notebook page is the go-to for quick hits on layoffs, data centers, earnings signals, and the macro forces shaping enterprise decisions — updated regularly and always to the point. Bookmark it: bit.ly/3ZuG906

Insights Live - Page: 1 | Constellation Research

Get updates about industry trends, events and research.

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On Friday @ 11 AM PT, @DisrupTVShow interviews Geoffrey Cain, Author of Steve Jobs in Exile and Dan'l Lewin, President and CEO @ComputerHistory Museum. Watch it here: bit.ly/4yktVHq @ValaAfshar @rwang0 #DisrupTV

We did not adapt and move quickly enough’: @IBM CEO’s admission of weakness fails to prevent historic 25% stock crash bit.ly/4fdaMi4 @FortuneMagazine “On one side, it hits hardware and infrastructure, but it also affects software, as mainframe sales...” - #Earnings

IBM shares plunge 25% after CEO admits company fell behind | Fortune

IBM’s AI bet is creating a painful paradox: the technology transforming the industry is also pressuring the company’s core businesses.

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.@MiraMurati’s Thinking Machines drops Inkling, an open-weights model anyone can access bit.ly/4wMoxLU @SiliconANGLE @Mike_Wheatley “Unlike its rivals, which charge for model access, Thinking Machines is charging for Tinker, the…” #NextGenApps

Mira Murati's Thinking Machines drops Inkling, an open-weights model anyone can access - SiliconANGLE

Mira Murati's Thinking Machines drops Inkling, an open-weights model anyone can access - SiliconANGLE

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AGI raises $70M to buy up and transform insurance firms into AI-native operations bit.ly/3SZxDGx @SiliconANGLE @Mike_Wheatley “It buys agencies outright and then follows a proven blueprint that has delivered some impressive returns for early...” - #NextGenApps #AITransformation

AGI raises $70M to buy up and transform insurance firms into AI-native operations - SiliconANGLE

AGI raises $70M to buy up and transform insurance firms into AI-native operations - SiliconANGLE

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.@BankofAmerica's AI usage: 400,000 prompts a day, more than 300 use cases approved bit.ly/4vtxaK0 Bank of America CEO Brian Moynihan said AI is driving productivity gains with more than 300 use cases approved with "new capabilities coming on every week."

Bank of America's AI usage: 400,000 prompts a day, more than 300 use cases approved

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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.@Alation launches OS for building, governing AI agents bit.ly/45667K2 @TechTarget @EricAvidon "AIOS is a meaningful expansion for Alation customers because it delivers needed AI governance atop the existing foundation rather than...” - @MikeNi @constellationr

Alation launches OS for building, governing AI agents | TechTarget

With organizations struggling to build agents, Alation introduced a new operating system aimed at enabling users to more successfully build and deploy AI tools.

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.@Oracle AI agent builder brings no-code, low-code and pro-code together bit.ly/4fbFvvN @TechTarget @DonFluckinger "You build a new app, which uses an agent for what an agent does well, and then there's other stuff that the human still has to do." #NextGenApps

Oracle AI agent builder brings no-code, low-code and pro-code together | TechTarget

In one standardized Fusion dev environment, users can build AI agents -- and a new class of tool, AI apps -- to accomplish tasks and manage other agents.

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@IBM shares plunge 25% after CEO admits company fell behind by Tatiana Sataua on @Fortune fortune.com/2026/07/15/i... >> AI is competing for CAPEX and IBM gets hit double for delayed mainframe sales - infrastructure and software. #Earnings

On Friday @ 11 AM PT, @DisrupTVShow interviews Geoffrey Cain, Author of Steve Jobs in Exile and Dan'l Lewin, President and CEO @ComputerHistory Museum. Watch it here: bit.ly/4yktVHq @ValaAfshar @rwang0 #DisrupTV

.@SAP eases ERP maintenance and support rules for on-prem customers bit.ly/4519bac SAP said it will loosen maintenance and support rules for on-premises ERP deployments in a move that ends a European Commission investigation.

SAP eases ERP maintenance and support rules for on-prem customers

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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My latest: #AI is transforming IT operations—and enterprises must prepare for AI-powered threats. A holistic approach to AI-driven ITOps is critical to protecting assets, strengthening security, and enabling Enterprise Acceleration. Learn how @Oracle is helping scale database defense: bit.ly/4f6iWZt

Oracle Helps Enterprises Scale Up Their Database Defense

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Join me at TechHR India ’26 on August 6 -7 at Yashobhoomi Convention Centre in Delhi. Register here: bit.ly/4vkqG08 #FutureofWork #HR #TechHRIN @PeopleMatters

.@OpenAI debuts ChatGPT Work, an agentic tool for automating business workflows bit.ly/4paQOJi @SiliconANGLE @Mike_Wheatley “Built on the Codex platform, ChatGPT Work allows users to automate business work, and OpenAI…” - #AIWars

OpenAI debuts ChatGPT Work, an agentic tool for automating business workflows - SiliconANGLE

OpenAI debuts ChatGPT Work, an agentic tool for automating business workflows - SiliconANGLE

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Memory chip giant @SKhynix bags $26.5B in blockbuster US listing bit.ly/4wClCVX @SiliconANGLE @Mike_Wheatley “SK hynix is a good proposition for investors because it’s in a stable position and can navigate the ups and downs of the chip market better...” #ADR #AIWars

My latest: #AI is transforming IT operations—& enterprises must prepare for AI-powered threats. A holistic approach to AI-driven ITOps is critical to protecting assets, strengthening security, and enabling Enterprise Acceleration. Learn how @Oracle is helping scale database defense: bit.ly/4f6iWZt

Oracle Helps Enterprises Scale Up Their Database Defense

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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.@BlueOrigin seeks to raise $10B from external investors in first VC-led funding round bit.ly/4wAjq1b @SiliconANGLE @Mike_Wheatley “There’s no better guarantee of quality services than a strong competitor, and with SpaceX currently...” #AIWars #SpaceWars

Hamburg on a tear, as Germany witnesses record 3,000 new startups in six months bit.ly/4gnNXui >> Congrats - good to see the new found entrepreneurism in Deutschland. Hamburg ecclipsed Munich... Schmuddelwetter makes better engineers? ;-)

This Friday at 11 AM PT on @DisrupTVShow… we’re talking Category Design and Business Bravery with none other than @lochhead — 13x #1 bestselling author, top podcaster, and Category Pirates co-creator. Don’t miss it 👉 bit.ly/4kqxPGH @rwang0 @ValaAfshar #DisrupTV #CategoryDesign

.@IBM debuts compact z17 mainframes and LinuxONE servers for on-premises enterprise AI bit.ly/4eT8oOI @SiliconANGLE @Mike_Wheatley “Senior executives will want to consider this because IBM brings nimble system performance to their...” - #NextGenApps