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IBM is down 27% in six months as Anthropic's Claude Code targets COBOL mainframes. Can hybrid cloud, HashiCorp and watsonx lift it?
The rise of agentic AI could lead to companies attaining billion-dollar valuations with very few employees.
The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
Quantum Motion on Thursday said it raised $160 million to fund its effort to build a quantum computer that is smaller, cheaper and more energy efficient than rivals using standard silicon chipmaking techniques. Quantum computers hold the promise of solving problems that regular computing machines cannot. Unlike the transistors in an everyday computer that can only represent a zero or a one at any given time, a qubit can represent both at once.
QBTS and RGTI surge back into focus as improving risk appetite and AI-quantum momentum drive over 75% upside targets ahead of Q1 earnings.
Moby summary of Kyndryl Holdings, Inc.'s Q4 2026 earnings call
Software provider Kyndryl said it would cut jobs as part of a new cost-saving plan and forecast annual pretax profit below Wall Street estimates on Wednesday. • The cuts come after the software provider delayed the filing of its October-December report, made several management changes, and launched an accounting review over "potential weaknesses" found in its internal controls. Kyndryl did not disclose how many jobs would be affected by the move.