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
February 9, 2026 Introduction The financial markets witnessed a seismic shift on the evening of February 9, 2026, as Kyndryl Holdings (NYSE: KD) saw its market capitalization evaporate by a staggering 25% in post-market trading. Once heralded as a successful turnaround story of the post-pandemic era, the world’s largest provider of IT infrastructure services now [...]
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.
