Microsoft’s stock is cheaper than IBM’s for the first time in a decade. What that says about the AI trade.

Published: Feb. 9, 2026 at 5:20 p.m. ET As the market digests Big Tech’s ambitious artificial-intelligence spending…

Software stocks sink, extending their historic underperformance. What comes next?

Published: Feb. 3, 2026 at 2:43 p.m. ET The selloff in software stocks is compounding on Tuesday,…

Surprisingly strong software growth sends IBM’s stock surging

Surprisingly strong software growth sent IBM shares surging in early trade on Thursday.

These 5 tech stocks could be big winners this earnings season

Christine Ji Christine Ji is a reporter covering Big Tech.

Why IBM plans to buy Confluent in its biggest deal since 2019

Published: Dec. 8, 2025 at 8:27 a.m. ET International Business Machines is turning to a big-money acquisition…

IBM and Cisco have a new quantum partnership, though the fruits of it are years away

The companies are targeting a connected fault-scale network by the “early 2030s” as they work toward…

IBM sees a big milestone ahead for quantum computing — and it hinges on these new chips

Published: Nov. 12, 2025 at 6:04 a.m. ET International Business Machines unveiled its plan to build “the…

Executives are starting to talk about the shutdown more on earnings calls — and some are sounding more concerned

Published: Nov. 9, 2025 at 10:00 a.m. ET As the U.S. government shutdown stretches on, more corporate…