International Business Machines Corporation IBM experienced slower momentum in its Software business in the second quarter of 2026. Software revenues increased 5% year over year to $7.8 billion, but organic revenue growth was flat. The weakness was primarily in the Transaction Processing business. Revenues from this business declined 8% year over year. The company attributed ...
Netflix NFLX and Disney DIS sit atop the global streaming industry, together commanding hundreds of millions of subscribers and pouring billions into original content every single year. Both built that leadership from very different starting points, one a technology-first streaming pioneer, the other a century-old entertainment conglomerate now anchored around direct-to-consumer distribution. With both stocks ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Large Cap Value ETF (Symbol: PWV) where we have detected an approximate $451.7 million dollar outflow — that’s a 19.3% decrease week over week (from 28,720,000 to 23,190,000). Among the largest underlying components of ...
Key Points As AI continues to proliferate, data centers are getting larger to achieve greater efficiency. Some of them are becoming so big, in fact, that they are their own digital, physical, and logistical ecosystem. Even without knowing precisely what a hyperscale data center is, knowing who offers cloud-based access to them — and what ...
Key Points It’s hard to overstate how important the Model Y was for Tesla‘s (NASDAQ: TSLA) overall growth journey. Today, that model alone accounts for more than 90% of Tesla’s vehicle sales. The Model Y allowed Tesla to significantly expand its sales base, which, in turn, enabled the company to scale its production facilities to ...
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Micron (MU), which belongs to the Zacks Computer – Integrated Systems industry. This chipmaker has an established record of topping earnings estimates, especially when looking at the previous two reports. The ...
Key Points Apple has a great compounding business, and the iPhone Duo could help spark growth. American Express’ close-loop systems and affluent customer base give it a big edge. Alphabet’s complete AI stack, distribution, and ad network are huge advantages. 10 stocks we like better than American Express › While he stepped down as CEO ...
Generac Holdings Inc. GNRC has entered into a major long-term supply agreement with Amazon AMZN, significantly strengthening its position in the rapidly expanding data center infrastructure market. Shares are up 34.5% in premarket trading today. In a regulatory filing, Generac disclosed that it will supply backup power generators for Amazon data centers, with initial deliveries ...
Key Points Artificial intelligence (AI) infrastructure spending isn’t slowing down, and that’s not surprising, as major hyperscalers and AI companies need to fulfill massive contractual backlogs. Oracle, for instance, recently reported a contractual backlog of a whopping $664 billion. Meanwhile, Alphabet notes that its Google Cloud backlog hit a whopping $514 billion in the second ...
The Federal Reserve raised interest rates 25 basis points yesterday, lifting the federal funds target range to 3.75%-4.00% as policymakers cited still-elevated inflation. The move puts renewed monetary tightening in focus, with higher rates potentially pressuring economic growth, increasing borrowing costs, and compressing valuation multiples across the tech sector. However, companies with fortress balance sheets, ...
