R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino

The AI trade is back on and software remains strong, says Constellation’s Ray Wang Ray Wang, Constellation Research chairman, joins 'Squawk Box' to discuss Broadcom's quarterly earnings results, state of the AI trade, winners and losers in the AI race, and more.

MyPOV: @CNBC @SquawkCNBC @BeckyQuick @JoeSquawk

"The AI trade is back on and software remains strong," says @constellationr Ray Wang

www.cnbc.com/video/2026/0...

Ray Wang makes the case for investing in tech | Fox Business Video Constellation Research Inc. founder Ray Wang discusses Broadcom's quarter, mega-cap buys, stock-based compensation and more on 'Making Money.'

MyPOV: Always #MakingMoney with @cvpayne Talking @Broadcom $AVGO AI, Mag7, Hyperscalers, and Software

www.foxbusiness.com/video/639045...

CGC 1 3.6.26

MyPOV: @CowGuyClose with @ScottTheCowGuy : Jobs Report, Middle East Energy, and AI

cdn.jwplayer.com/previews/2KO...

Tech stocks seen as a 'flight to safety' amid market concerns: R 'Ray' Wang | Fox Business Video Constellation Research founder R 'Ray' Wang explain how the oil prices impacts tech stocks and the overall market on 'Varney & Co.'

MyPOV: @FoxBusiness @varneyco :Tech stocks seen as a 'flight to safety' amid market concerns: R 'Ray' Wang"

www.foxbusiness.com/video/639049...

The Burger King President Who Took a Bite Out of McDonald’s Tom Curtis has gone viral by recording a video of himself chomping on a Whopper and even posting his phone number online.

MyPOV: @BurgerKing president @tomcurtis was ready to go viral. He didn’t expect it to come at the expense of archrival @McDonalds . www.wsj.com/business/hos... via @WSJ

MyPOV: so true!

Dubai is more than a collection of skyscrapers and malls: It’s a place where people from all over the world have come to build new lives. www.wsj.com/world/middle... via @WSJ

CGC 1 3.6.26

MyPOV: Catch the latest episode with @ScottTheCowGuy talking about the Jobs Report, the impact of AI, and productivity.

This is low hire, low fire, low retire environment.

cdn.jwplayer.com/previews/2KO...

MyPOV: see you live in studio at the 2pm ET hour with the legend himself @cvpayne on @FoxBusiness
Time for #MakingMoney

Box brushes aside fears of AI's threat with powerful earnings beat - SiliconANGLE Box brushes aside fears of AI's threat with powerful earnings beat - SiliconANGLE

MyPOV @Box brushes aside fears of AI’s threat w powerful earnings beat bit.ly/3Pj9Saj @SiliconANGLE @Mike_Wheatley “The hope is that AI will change that. By infusing AI into every aspect of its platform, it’s hoping to reignite its growth, but it will have to keep” - @holgermu @constellationr @levie

MyPOV: the new targets for war - data centers of course @chirag_mehta @awscloud #UAE

AI selling isn't done yet, but bottom is near: R 'Ray' Wang | Fox Business Video Constellation Research founder R 'Ray' Wang analyzes the stock market's AI selloff on 'Varney & Co.'

MyPOV: When's the bottom going to hit for the AI Pocalypse? Find out here @FoxBusiness @Varneyco

www.foxbusiness.com/video/639007...

MyPOV: see you live on @Varneyco @FoxBusiness Live in the 10:00 am ET hour.

Find AI value in who commands compute power: Strategist Ray Wang, Principal Analyst at Constellation Research, gives his take on Nvidia CEO Jensen Huang's comment on markets "getting it wrong" about the AI trade - saying this is partially true as investors...

MyPOV: Catching up with @dan_murphy @cnbc @CNBCi Who are the next winners in AI, Find Value in Who Commands Compute Power.

www.cnbc.com/video/2026/0...

MyPOV: always a pleasure talking with @cvpayne
@FoxBusiness
about tech and the AI market ahead.

MyPOV: see you live on air ~2pm ET with @cvpayne @FoxBusiness. Get ready for #MakingMoney
From Snowpocalypse to SaaSpocaplyse to the AI disruption ahead..

R 'Ray' Wang warns of toll AI disruption will take on entry-level white-collar jobs | Fox Business Video Constellation Research founder R 'Ray' Wang explains why the AI disruption is real and discusses the race between OpenAI and Anthropic to go public on 'Varney & Co.'

MyPOV: Catch it all on @FoxBusiness @AshWebsterFBN

The state of AI jobs

This is a low hire, low fire, and low retire environment.

50% of entry level white collar jobs will be eliminated in the next 5 years.

www.foxbusiness.com/video/638947...

Micron Is Spending $200 Billion to Break the AI Memory Bottleneck Memory chips used to be considered low-margin commodity products. Now the industry can’t make enough to satisfy data centers’ hunger.

MyPOV: Memory is important once again. @MicronTech
is rushing to add manufacturing capacity to avert the biggest supply crunch the memory-chip industry has seen in more than 40 years www.wsj.com/tech/micron-... via @WSJ

Stock Market Today: Dow Hits 50,000 For First Time — Live Updates Live updates on markets and the top finance, economics and business stories. Plus the latest on the Dow, S&P 500 and Nasdaq.

MyPOV: Dow 50k.. amazing given the past week!

www.wsj.com/livecoverage...

421 Davos Update, What do Earnings From, Apple, Meta, Tesla & Microsoft Mean For You, and the Future of AI, Ray Wang Feb 2026 - Christopher Lochhead Follow your Different. Welcome to another episode of Christopher Lochhead: Follow Your Different, featuring the legendary Ray Wang.

MyPOV: 421 @Davos Update, What do Earnings From, @Apple, @Meta , @Tesla & @Microsoft Mean For You, and the Future of AI, Ray Wang @rwang0 Feb 2026 lochhead.com/fyd-ray-wang... via @lochhead @wef

SaaSpocalypse Explained: How AI Triggered A Global Tech Stock Rout | India Tonight | ET Now SaaSpocalypse Explained: How AI Triggered A Global Tech Stock Rout | India Tonight | ET NowA major shake-up has hit global technology markets as fears around artificial intelligence-triggered disrupti...

MyPOV: are we in a #SaaSPocalyse? @ETNOWlive

www.etnownews.com/videos/saasp...

MyPOV: See you on @business #Bloomberg The Close with @RomaineBostick @kgreifeld
LIve today from Bloomberg West!

Dow, Nasdaq drop as investors brace for Big Tech earnings and AI spending reality check | Fox Business Video Constellation Research founder R 'Ray' Wang joins ‘Mornings with Maria’ to break down Wall Street’s selloff, mounting doubts around massive A.I. spending, and what Big Tech earnings could mean for mar...

MyPOV: Always an honor to share thoughts about the market with @mariabartiromo @MorningsMaria on @FoxBusiness: Dow, Nasdaq Drop as Investors Brace for Big Tech Earnings and AI Spending Reality Check

We talk about @openai @nvidia GeoPolitics and more!

video.foxbusiness.com/v/6388674781...

MyPOV: see you soon @morningsmaria @FoxBusiness @mariabartiromo

Defense stocks surge as global tensions rise | Fox Business Video Founder, chairman and principal analyst at Silicon Valley–based Constellation Research Ray Wang says defense stocks stand to benefit from NATO unity as world tensions rise on 'Varney & Co.'

MyPOV: Defense stocks surging @varneyco @foxbusiness as global tensions rise
@anduriltech @Saronic and more

Here in studio with the legendary Stuart Varney and @SimonettiLauren

www.foxbusiness.com/video/638851...

Constellation's Ray Wang on OpenAI investment strategy, state of the AI race and AI impact on jobs Ray Wang, Constellation Research founder and chairman, joins 'Squawk Box' to discuss news of Nvidia, Amazon and Microsoft in talks to invest up to $60 billion in OpenAI, state of the AI race, impact o...

MyPOV: a fun discussion on @OpenAI @nvidia #AI Trace, jobs, @DarioAmodei @AnthropicAI @ServiceNow @salesforce.

Catch it all live on @SquawkCNBC @CNBC with @BeckyQuick @SullyCNBC

www.cnbc.com/video/2026/0...

MyPOV: the Q4 2025 Mag7 earnings come out Wednesday for @Meta @Microsoft @Tesla and Thursday for @apple. It's going to be a big week to the run up!

Exclusive | Quantum-Computing Company IonQ to Buy Chip Maker SkyWater for $1.8 Billion IonQ works with the U.S. government and has been on a deal spree.

MyPOV: SPAC financing rarely ends well so let's watch this one play out. #Quantum

Quantum-computing company @IonQ_Inc struck a deal to buy chip maker SkyWater Technology for $35 a share, or roughly $1.8 billion www.wsj.com/business/dea... via @WSJ

MyPOV: What type of conversations did you have @wef @davos this year? Here are the big questions that mattered. In the spirit of dialogue, what says you?

Part 2 of the series.

raywang.org/blog/2026-01...

MyPOV: who are the top AI First consulting firms? yes, the ones using digital labor and driving amazing revenue per employees? check out @constellationr list below

www.constellationr.com/research/blo...

YouTube video by New York Stock Exchange Constellation Research CEO R ‘Ray’ Wang Breaks Down Tech Headlines from Davos

MyPOV: @KristenScholer and I break down what's happening @Davos @wef #Davos26 #WEF26
AI, @potus, Energy, and the future ahead.

www.youtube.com/watch?v=FOAT...