Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out…
IBM just posted its worst mainframe quarter in years, a securities fraud inquiry is hanging over management, and the stock sits nearly 20% below its 52-week high. So why are the franchise's…
Alex Sirois When Andrew asked his AI assistant to grab him a spot in a gym class, the agent found a shortcut he never approved. Now lawyers in multiple countries are arguing about who…
A 35-year IBM veteran just ran the numbers on Big Tech's AI infrastructure binge and landed on a conclusion that should make every capex bull uncomfortable. His math starts with gigawatts and…
Rich Duprey Intel just upsized a massive stock offering after a steep single-day drop, oil traders are watching the Middle East for any sign the tension is real or theater, and a quiet TSMC-Sony…
IBM has bounced sharply off its post-earnings collapse, but a securities fraud inquiry and crumbling mainframe sales are pulling against a software business growing at record pace. The question is whether that…
Alex Sirois Both IBM and Verizon carry decades of unbroken dividends and trade at a discount to the broader market, but the gap between them on the metrics retirement investors actually care about is…
Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the…
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage…
IBM just handed retirees a lesson they never expected from one of the most storied dividend payers in market history, and the real danger has nothing to do with the stock price…
Gerelyn Terzo Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in…
Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last…
IBM just suffered its worst single-day collapse since 1968, wiping out two years of gains in one brutal session. Wall Street analysts refuse to budge on their targets, creating one of the…
