Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.
It isn’t that Nova 2 is technically weak. The problem is that it is strategically strong in all the wrong ways for customers ...
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IBM to acquire Confluent for $11 billion as tech giant aims to expand AI footprint — Details here
IBM has announced on Monday, 8 December that it will acquire Confluent in a $11 billion deal, aiming to expand its footprint ...
AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the “Helios” AI ...
Marvell Technology is a strong buy due to its ability to lead the copper-to-optical shift inside AI clusters. Click to read ...
Amazon's latest AI push is another bullish signal for the AI trade, BofA says, and it should boost a handful of hardware ...
As always, the AWS Re:Invent conference is big - not just in the number of attendees - and bold. And, as has been the case ...
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