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AI compute needs are 'going to be insane': Box CEO Aaron Levie
Maybe the AI bulls are right: We are early innings in the AI boom, and bubble fears are way overblown. Sometimes, all it takes to understand a thesis is to see it written out. So thank you, Box (BOX) co-founder and CEO Aaron Levie, for doi…
JPMorgan’s AI basket represents 49% of the S&P 500
[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41 c…
Silicon Motion Boosts AI Infrastructure Capabilities: Reason to Buy?
Silicon Motion Technology Corporation SIMO is strengthening its artificial intelligence (AI) capabilities to capitalize on growing demand for high-performance storage solutions across cloud infrastructure, enterprise data centers and edge…
IBM Gets Defense Dept. Quantum Stamp of Approval. Investors Should Take Notice.
IBM advances to the final stage of a federal quantum benchmarking program, earning a key vote of confidence for its technical roadmap. Continue Reading
DARPA selects IBM and IonQ for next phase in development of fault-tolerant quantum computer
[close up of quantum computer system, new advanced and innovative computing technology for data processing] The U.S. State Defense Advanced Research Projects Agency (DARPA) has selected IBM (IBM [https://seekingalpha.com/symbol/IBM]) and I…
11:11 Systems Acquires Select IBM VMware Cloud Service Provider Enterprise Customers
11:11 SYSTEMS Acquisition marks 11:11 Systems' eighth VMware-related transaction and further strengthens its position as the largest, privately held, global VMware Cloud Service Provider partner LONDON – October 8, 2026: 11:11 Systems ("11…
More Than 100 Technology Leaders Registered for HMG Strategy's 19th Annual Greenwich C-Level Technology Leadership Summit on October 15
HMG Strategy Complimentary executive passes remain available for qualified CIOs, CISOs, CTOs, Chief Digital Officers, Chief AI Officers and other senior technology executives FAIRFIELD, Conn., Oct. 08, 2026 (GLOBE NEWSWIRE) -- More than 10…
McDonald's accused of AI-fueled price fixing in federal court — says lawsuit is 'filled with inaccuracies'
KHemaz/GVN via Getty Images Fast food giant McDonald's [NYSE: MCD], which has struggled with its integration of artificial intelligence in the past, is now facing a federal lawsuit that alleges the company has violated U.S. antitrust laws…
Kraft Heinz Stock Looks Cheap. Here’s What Investors are Missing
The Kraft Heinz Company (NYSE:KHC) has something many companies would love to have: brands that people already know. Heinz, Kraft, Philadelphia, and Oscar Mayer have been around for years and have a place in millions of households. That gi…
The Coca-Cola Company: Is the Premium Valuation Still Justified?
The Coca-Cola Company (NYSE:KO) is catching investors' attention at an interesting time. Consumer staples are getting a second look as investors move beyond AI-heavy stocks and look for companies with steady demand, strong cash flow, and d…
IBM’s Valuation is Getting Interesting as AI and Consulting Rebound
International Business Machines Corporation (NYSE:IBM) isn't a typical growth stock. Investors won't buy IBM because they expect its revenue to suddenly start growing 20% a year. The appeal is elsewhere. IBM has a large software business,…
What Does Palantir Technologies (PLTR) Maven Expansion Mean For Its AI Growth?
Palantir Technologies (NasdaqGS:PLTR) CEO Dr. Alex Karp will keynote with Zeta Global's CEO at Zeta Live 2026 on data sovereignty and AI integration. The joint session will spotlight how Palantir's AI infrastructure is being woven into Zet…
IBM (IBM) Reaches DARPA Quantum Final Stage With 2029 Fault Tolerant Goal
International Business Machines (NYSE:IBM) reached the final phase of DARPA's Quantum Benchmarking Initiative, according to an early October update. IBM is targeting delivery of a fault-tolerant quantum computer by 2029 under the current D…
IBM Wins DARPA’s Quantum Stamp of Approval. Why Investors Should Take Notice.
IBM advances to the final stage of a federal quantum benchmarking program, earning a key vote of confidence for its technical roadmap. Continue Reading
IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
IBM moves to third phase of DARPA's rigorous evaluation of approaches to building a fault-tolerant quantum computer YORKTOWN HEIGHTS, N.Y., Oct. 7, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced it has been selected for Stage C, the…
IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
IBM moves to third phase of DARPA's rigorous evaluation of approaches to building a fault-tolerant quantum computer YORKTOWN HEIGHTS, N.Y., Oct. 7, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced it has been selected for Stage C, the…
IT Asset Disposition (ITAD) - Global Strategic Business Report: Secure the $13.4 Billion Revenue Surge by 2030 as Dell, IBM, Iron Mountain, Sims Lifecycle Services, and SK tes Disrupt the Market
Company Logo Boost IT asset ROI through remarketing, refurbishment and resale, while using secure data destruction, automation and recycling to reduce risk and waste. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "IT Asset Disposition (ITAD) -…
IT Operations Analytics - Global Strategic Business Report: Capitalize on 35.2% CAGR to US$157.7 Billion by 2030 as IBM, Microsoft, Oracle, Splunk and HPE Disrupt IT Operations
Company Logo Boost ROI with AI-driven predictive analytics, automated root-cause analysis and cloud-based ITOA to prevent downtime, optimize resources and strengthen resilience. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "IT Operations Anal…
Digital Transformation - Global Strategic Business Report: Capitalize on the US$3.7 Trillion Market by 2030 as Microsoft, IBM, Accenture, Oracle and SAP Disrupt Enterprise ROI
Company Logo Boost ROI with cloud, AI, analytics and IoT to streamline operations, personalize customer experiences, enable subscription models and uncover new revenue opportunities. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Digital Trans…
Nasdaq and S&P Hold Weekly Gains as Small Caps and Dow Slip Midweek
PITTSBURGH, Oct. 7, 2026 /PRNewswire/ -- Stock Preachers Market Commentary - Major averages split this week as the Nasdaq Composite and S&P 500 held onto gains while the Dow Jones Industrial Average and Russell 2000 turned lower. The Nasda…
Data Virtualization - Global Strategic Business Report: Capitalize on the Surge From $6.1 Billion to $21.7 Billion by 2032 as Denodo, IBM, Informatica, Microsoft, and Oracle Redefine Data ROI
Company Logo Cut data integration costs and IT workloads while accelerating real-time insights through unified access across cloud, on-premises and IoT sources. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Data Virtualization - Global Strate…
Wall Street's AI earnings excitement spills into 2027 but risks market 'air pocket'
Wall Street analysts aren't hiding how excited they are about the AI-related profit parade. Just look at the concentration of earnings estimates revisions within the S&P 500 (^GSPC). About 40% of the year-to-date revisions to S&P 500 earni…
Calnex and VIAVI expand partnership to deliver end-to-end network and application performance validation for next-generation networks.
The combined portfolio will enable customers to recreate real-world network conditions, validate user experience and accelerate deployment for the AI, Data Center, Defense, Satcom and Enterprise markets EDINBURGH, Scotland, Oct. 7, 2026 /P…
IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?
International Business Machines Corporation IBM introduced a self-hosted deployment option for IBM Bob, its agentic software development platform. The strategic move is aimed at helping enterprises adopt AI-powered software development and…
SciSparc: Subsidiary NeuroThera Labs’ CliniQuantum Reports Successful Quantum-Enabled Analysis of Billions of Gene Combinations Using Real-World Clinical Data on an S&P 500 Company’s Quantum Architecture
SciSparc Ltd TEL AVIV, Israel, Oct. 07, 2026 (GLOBE NEWSWIRE) -- SciSparc Ltd. (Nasdaq: SPRC) ("Company" or "SciSparc"), today announced that NeuroThera Labs Inc. (TSXV: NTLX) ("NeuroThera"), a clinical-stage pharmaceutical company focused…
3 Small-Cap Stocks Walking a Fine Line Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small becau…
Zscaler (ZS) Unveils New Private App Security Partnership
Zscaler (NasdaqGS:ZS) announced a new partnership with IBM and Red Hat to help secure private applications during active vulnerability windows. The collaboration combines Zscaler's Autonomous Application Shield with IBM and Red Hat remedia…
IBM Teams Up with SAP to Help Businesses Modernize Operations and Advance AI-Readiness
Volumetric Building Companies cuts operational cycle times by 50% with SAP Cloud ERP Second Nature Brands extends and strengthens their common enterprise platform following its Voortman acquisition Modernized ERP foundation positions clien…
IBM Teams Up with SAP to Help Businesses Modernize Operations and Advance AI-Readiness
Volumetric Building Companies cuts operational cycle times by 50% with SAP Cloud ERP Second Nature Brands extends and strengthens their common enterprise platform following its Voortman acquisition Modernized ERP foundation positions clien…
What is IBM’s (IBM) Economic Moat, and is it Widening or Narrowing?
International Business Machines Corporation (NYSE:IBM) closed at around $221 on October 6, down more than 23% over the last 52 weeks. The company converted $13.15 billion of its $69.09 billion in revenue into free cash flow over that perio…
Jim Cramer Sticks to His Wait-a-Quarter Rule on IBM
International Business Machines Corporation (NYSE:IBM) came up during Jim Cramer's October 1 review of the Dow Jones Industrial Average's third-quarter performance. Despite his favorable view of the company, he said its quarterly disappoin…
As AI bubble fears circulate, remember the railroad bust of 1873
AI stock bubble talk is percolating again as Nvidia (NVDA), AMD (AMD), and Micron (MU) push to record highs. While the pundits love comparing what we are witnessing with Big Tech stocks to the lead-up to the dot-com crash in the early 2000…
Sozzi talks SpaceX, takes a look at Nike, and chats with the Conference Board CEO
Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on what's next for SpaceX (SPCX), airline earnings expectations, and more. Sozzi also sits down with The Conference Bo…
Asset Performance Management Market Surges to $4.32 billion at a CAGR 10.3% by 2032 | Report by MarketsandMarkets™
MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Oct. 06, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Asset Performance Management Market is projected to grow from USD 2.40 billion in 2026 to USD 4.32 billion…