As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer is the market satisfied with promises of future productivity; investors are now demanding immediate returns on massive capital
Even after 70% revenue growth, Palantir's premium pricing remains under scrutiny as investors weigh long-term AI expansion against elevated expectations.
The high-flying momentum of the early 2020s tech recovery hit a significant roadblock on February 12, 2026, as International Business Machines (NYSE: IBM) dominated financial headlines for all the wrong reasons. Shares of the "Big Blue" fell 6.5%, plummeting to a range between $260 and $272, making it the
In a move that signals the definitive end of the "asset-light" era for Big Tech, Alphabet Inc. (Nasdaq: GOOGL) has tapped the debt markets for a staggering $20 billion. The centerpiece of this massive capital raise is a rare 100-year "century bond," a financial instrument not seen from a major
The S&P 500 is currently hovering at a critical psychological juncture, closing at 6,941.47 on February 11, 2026, as investors set their sights on the elusive 7,000-point milestone. This march toward 7,000 represents a historic acceleration in market value, coming just 14 months after the
Jim Chanos, the founder of Kynikos Associates said in an X post on Thursday that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.
In a move that underscores the high-stakes reality of the global artificial intelligence "arms race," Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion bond offering this week, meeting a tidal wave of investor appetite that exceeded $100 billion in total orders. The capital raise, which was upsized from
Date: February 12, 2026 Introduction Once dismissed as a "legacy tech" giant struggling to find its footing in the cloud era, International Business Machines Corporation (NYSE: IBM) has effectively completed one of the most significant pivots in corporate history. As of early 2026, the company formerly known primarily for its hardware mainframes has re-emerged as [...]
Data streaming platform provider Confluent (NASDAQ:CFLT) announced better-than-expected revenue in Q4 CY2025, with sales up 20.5% year on year to $314.8 million. Its non-GAAP profit of $0.12 per share was 21.1% above analysts’ consensus estimates.
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales,
helping fuel a 9.1% gain for the industry over the past six months.
This performance has closely followed the S&P 500.
This iconic but aging technology outfit is now squarely in the midst of the artificial intelligence revolution and perhaps better positioned than most of its AI peers.
International Business Machines Corporation (NYSE:IBM) shares are trading up on Tuesday as the company has introduced its new FlashSystem portfolio, which integrates advanced AI capabilities.
In the high-stakes world of enterprise technology, Kyndryl Holdings, Inc. (NYSE: KD) has long been viewed as the ultimate "fixer-upper" project. Spun off from the legacy infrastructure arm of IBM in 2021, Kyndryl was born with a massive footprint but a shrinking bottom line, tasked with modernizing the "plumbing" of the world’s largest corporations. By [...]
IT infrastructure services provider Kyndryl (NYSE:KD) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 3.1% year on year to $3.86 billion. Its non-GAAP profit of $0.52 per share was 13.7% below analysts’ consensus estimates.
In a move that fundamentally redefines the architecture of the cybersecurity industry, Palo Alto Networks (NASDAQ: PANW) has officially moved into the final stages of its massive $25 billion acquisition of CyberArk (NASDAQ: CYBR). Announced in mid-2025 and navigating the final regulatory hurdles in early 2026, this transaction represents the
International Business Machines has outperformed the broader market over the past year, and analysts remain somewhat bullish about the stock’s prospects.
In a move that signals the end of the "asset-light" era for quantum computing, IonQ (NYSE: IONQ) has announced a definitive $1.8 billion acquisition of SkyWater Technology (NASDAQ: SKYT), effectively transforming itself into the industry’s first vertically integrated quantum powerhouse. The deal, finalized in the early weeks of
