Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Environmental activists just delivered Congress the most aggressive ultimatum yet against America’s AI revolution.

It isn’t that Nova 2 is technically weak. The problem is that it is strategically strong in all the wrong ways for customers ...

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

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

IBM agrees to acquire data streaming leader Confluent for $11 billion to accelerate its 'Agentic AI' strategy. Read about the ...

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

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 ...

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

AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the “Helios” AI ...

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

Arm was founded as a company 35 years ago. It rules mobility and is gaining client share, but the enterprise seems out of ...