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Overview

Constellation Research is a Silicon Valley–based research and advisory firm helping CXOs make confident decisions about the future of business and technology.

News

News CNBC 2 months ago
Google's new AI boss inherits a race to catch OpenAI and Anthropic
Koray Kavukcuoglu is taking charge of Google DeepMind as it tries to keep Gemini competitive with OpenAI and Anthropic.
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News SiliconANGLE 2 months ago
Server maker Supermicro's stock soars on crushed earnings results and soaring profits
Data center server maker Super Micro Computer Inc. seems to be back in Wall Street's good graces after delivering an impressive earnings beat in its fourth quarter reported today.The company sur
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News SiliconANGLE 2 months ago
CoreWeave coasts to a solid earnings beat, sending its stock higher after-hours
Shares of the artificial intelligence data center firm CoreWeave Inc. jumped more than 14% in extended trading today after it delivered solid financial results that easily beat Wall Street's project
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News CNBC 2 months ago
Morning Call Sheet: Earnings broaden as markets look beyond tech
Gina Martin Adams, Chief Market Strategist at HB Wealth, Ryan Detrick, Chief Market Strategist at Carson Group, and Ray Wang, Founder and Chairman at Constellation Research, say earnings are broadening beyond tech as markets weigh jobs, rates and commodit
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News SiliconANGLE 2 months ago
Twilio's stock jumps on solid earnings and revenue beat and strong momentum in voice AI
A solid earnings and revenue beat helped to reignite investor enthusiasm for the communications software maker Twilio Inc. today, and its stock jumped more than 17% in after-hours trading. The company
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News People Matters 2 months ago
Holger Mueller at TechHR India 2026: Why HR must build, not wait, in the agentic era
Mueller believes HR's responsibility is to ensure people evolve alongside technology rather than being left behind by it.
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News SiliconANGLE 2 months ago
Google reveals big shakeup in its AI teams as Jeff Dean leaves and Demis Hassabis moves upstairs
Google LLC is reshuffling its senior artificial intelligence team, with its Chief Scientist Jeff Dean leaving the company after 27 years and Demis Hassabis, chief executive of Google Deepmind, moving
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News SiliconANGLE 2 months ago
Arista Networks' stock jumps on stellar earnings and revenue beat and strong forecast
Shares of Arista Networks Inc. soared in extended trading today after the networking infrastructure firm easily beat Wall Street's expectations in its second-quarter earnings report. The company's
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News SiliconANGLE 2 months ago
AMD more than doubles its data center revenue, but its stock falls on concerns over rising capex and margin pressure
After seeing its stock rise more than 7% during the regular trading session earlier today, Advanced Micro Devices Inc. saw all of those gains wiped out in extended trading after narrowly beating expec
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News SiliconANGLE 2 months ago
After raising $1B in funding, Valar Atomics plans to mass produce small nuclear reactors for the AI industry
Nuclear energy startup Valar Atomics Inc. said today it has raised a bumper $1 billion Series B funding round to help it move from building prototype small nuclear reactors to manufacturing them at sc
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