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Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

The multi-year agreement will put Nvidia HGX B300 systems on IBM Cloud, with availability expected in the first quarter of 2027

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.

IBM and startup Together AI have signed a $240 million multi-year ‌agreement to build a large-scale artificial intelligence ‌cluster on IBM Cloud using Nvidia systems, the companies ​said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs ‌and weigh concerns ⁠about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process ⁠of running trained AI models to generate responses, has become one of the largest drivers ​of ​demand for computing capacity, ​prompting cloud providers ‌and chipmakers to spend billions of dollars expanding AI infrastructure.

The market has punished this consulting giant as if its business model is failing, yet the company's cash machine continues to run smoothly.

The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.

AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.

Earnings reports from Horizon Quantum and Xanadu Quantum Technologies show the companies have a chance to compete with bigger names—if they can secure capital.

Monday.com stock had a volatile July. Here's what drove the 20% gain and why the bumpy ride isn't over yet.

Quantum computing is a huge growth opportunity for IBM, and in a few years the company may begin to reap significant benefits from it.

SIMO's revenue surged 127% in Q2, while embedded, enterprise and AI storage ramps support its strong Q3 growth outlook.

International Business Machines Corp (NYSE:IBM) recently announced a total dividend of $1.69 per share, with the ex-dividend date set for 2026-08-10. This includes a $1.69 per share cash dividend payable on 2026-09-10. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Tech stocks zip about on the latest AI expectations. Plus: A Financial Flashback to 55 years ago, when Nixon dropped the gold standard.

Kyndryl (NYSE:KD) reported fiscal first-quarter revenue of $3.6 billion, down 3% from a year earlier on both a reported and constant-currency basis, while maintaining its full-year outlook as it pursues growth in consulting, hyperscaler partnerships and AI-led modernization services. For the quarte

The White House Quantum Summit brought industry experts together to solve a tough problem before an aggressive 2028 deadline.

Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...

(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi

“Companies are pouring money into AI, and they don’t always know what they’re getting out of it,” Apptio’s Bill Lobig said.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

International Business Machines has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

The new tool aims to link AI spending, including token costs, to business outcomes for clearer ROI measurement.

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 rebound is a buying opportunity or a trap investors cannot yet see clearly.

Stock market leadership just flipped. The Nasdaq Composite rose 0.1% after opening lower. Driving the Nasdaq’s move was a sharp turnaround in chip stocks; the iShares Semiconductor ETF rallied 1.8% after opening sharply lower.

ACN's multi-year Dabur deal embeds AI across data, operations and decision-making to drive efficiency, agility and profitable long-term growth.

Its correlation to the index leaves real room for its own story, and its up-day and down-day readings show what that story costs in swings.

International Business Machines (NYSE: IBM) received FedRAMP Moderate Authorization for its Maximo Application Suite SaaS offering, making it available for use by US federal agencies. The authorization covers cloud based asset management tools designed for regulated government environments. IBM and Red Hat launched the Lightwell program, which provides free open source security fixes and tools to universities and non governmental organizations. Together, these initiatives expand IBM's role...

Circle Internet Group (NYSE:CRCL) reported second-quarter total revenue and reserve income of $701 million, up 7% from a year earlier, as growth in USDC circulation and other revenue was partly offset by a lower reserve return rate. USDC circulation ended the quarter at $73.3 billion, increasing 19

All three major quantum computing pure-plays just snapped back 20% in a single week after a brutal summer selloff, and one looming industry milestone could make August the most important entry point in years.

Key Takeaways Jim Cramer said he plans to sell his Bitcoin after IBM CEO Arvind Krishna warned that quantum computing could threaten modern cryptography within ...