Amazon's latest AI push is another bullish signal for the AI trade, BofA says, and it should boost a handful of hardware ...

This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of ...

The proposed deal will see IBM acquire Confluent for $31 per share, which is a 30% premium over Confluent’s stock price prior ...

Marvell Technology is a strong buy due to its ability to lead the copper-to-optical shift inside AI clusters. Click to read ...

Big moves across media, tech, finance, and aviation as Paramount, IBM, JPMorgan, and IndiGo dominate today’s headlines.

It wouldn’t be Christmas without some big spending! IBM’s acquisition of Confluent could address some critical gaps for Big ...

As always, the AWS Re:Invent conference is big - not just in the number of attendees - and bold. And, as has been the case ...

AI companies can’t grow at speed without electricity to power their data centers. A new report argues that this isn’t just a ...

Earlier, on November 17, Morgan Stanley raised its S&P 500 2026 year-end target to 7,800. The decision is reportedly driven ...

Along with Confluent and Amazon Web Services, IBM is one of the largest providers of managed Apache Kafka, a open-source ...

The excitement around AI has been almost unprecedented this century, but in recent months the mood has begun to sour. Investors and executives of some of the biggest AI companies have openly ...

The move reflects a rapidly intensifying race among technology giants to strengthen the data foundations required for ...