Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

Investors still need to be selective when playing the choppy software sector, but analysts see compelling opportunity in some ...

The technology, which is key to linking together thousands of machines into one, competes with offerings from Broadcom and ...

Nvidia CEO Jensen Huang said on Monday that the company’s next generation of chips is in “full production,” saying they can ...

Expanded collaboration with Red Hat to deliver a complete AI stack optimized for the Rubin platform with Red Hat Enterprise ...

Investing.com - Jefferies 敦促投资者在2026年对软件板块保持选择性投资，认为增长"减速并落后于半导体等其他板块"，并建议减持该板块，直到人工智能变现前景更加明朗。

In the past two years, Nvidia’s business of selling chips for AI has rocketed into the stratosphere, lifting the company’s revenue to nearly $148 billion in the nine months through October, up from ...

NVIDIA CEO Jensen Huang – joined by two adorable mini robots – talks cutting-edge AI, robotics, simulation, gaming, content ...

AMD’s 2025 performance points to a shift from chips to platforms. CES 2026 reinforced execution, but this year's deployments ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its ...