IBM's enterprise computing business is under Wall Street's microscope as analysts weigh its AI positioning and quantum computing breakthroughs against competitive pressures. Wedbush remains bullish, while Morgan Stanley expresses caution.
Cloud computing ETFs, including the popular Themes Cloud Computing ETF (CLOD), have stumbled into 2026 with steep losses, raising questions about the sector's resilience amid shifting interest rates and economic uncertainty.
While quantum computing startups capture headlines, IBM's decades-long investment and recent Nighthawk processor breakthrough are drawing serious capital from institutional investors, signaling enduring dominance in the enterprise quantum race.
Despite recent volatility in tech, IonQ and Celestica are uniquely positioned to capitalize on the long-term infrastructure demands of artificial intelligence and quantum computing, presenting a compelling case for growth-oriented investors.
As the AI boom fuels unprecedented demand for computing power, Nebius Group is emerging as a formidable, specialized contender in the cloud infrastructure race. But with Amazon Web Services firing on all cylinders, the question isn't just about growth—it's about whether any company can truly replicate the AWS empire.
Rigetti Computing detailed its 2025 progress, announcing a critical 99.9% two-qubit gate fidelity milestone, significant international system orders from India and Japan, and a disciplined roadmap targeting a 1,000+ qubit system by 2027.
The European Commission has given unconditional antitrust approval to Google's landmark purchase of cloud security firm Wiz, concluding a major regulatory review and setting the stage for intensified competition in the multi-cloud security arena.
Tencent Cloud reinforces its partnership with fan platform Blooming Talk, leveraging its messaging infrastructure to power global artist-fan interactions. The move underscores Tencent's broader strategy to monetize high-value, AI-enhanced cloud services beyond basic infrastructure, positioning its cloud division as a key growth engine in the competitive media and entertainment landscape.
As artificial intelligence reshapes industries, investors are eyeing the foundational companies powering this revolution. We examine the key players in AI hardware and cloud computing poised for long-term growth.
While quantum computing stocks captured headlines with soaring valuations in 2025, institutional investors are largely avoiding the speculative frenzy. Their capital is flowing toward a tech giant whose quantum ambitions are backed by a fortress balance sheet.
Fueled by a significant acceleration in their cloud computing divisions, both Alphabet and Amazon are making massive bets on AI infrastructure. As spending plans soar, investors are weighing which tech giant is better positioned for the coming year.
The U.S. Air Force awards Oracle a multi-year contract to supply cloud infrastructure for its Cloud One program, highlighting the tech giant's growing role in national security and federal IT modernization.
A landmark $50 billion agreement between OpenAI and Amazon Web Services is testing the limits of Microsoft's exclusive Azure partnership, potentially setting the stage for a high-stakes legal battle in the AI cloud wars.
As the quantum computing sector moves from lab to market, a top analyst highlights the diverging paths and prospects of two key public players, Rigetti Computing and D-Wave Quantum, amid technical hurdles and a rapidly evolving competitive landscape.
In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Akamai Technologies launches its Inference Cloud, leveraging NVIDIA hardware to run AI workloads at the network edge. The move capitalizes on the company's strong quarterly performance in security and cloud services, positioning it as an alternative to hyperscalers for latency-sensitive AI applications.
Amidst market skepticism over soaring AI investments, the cloud computing arms of Amazon, Microsoft, and Alphabet are building an unassailable infrastructure moat. This deep dive examines how their capital expenditure surge is a calculated play for long-term dominance in the AI-powered future.
The WisdomTree Cloud Computing Fund (WCLD) has tumbled over the past year, starkly underperforming the broader market. The sell-off signals a major shift in sentiment as investors question the resilience of emerging software firms in the face of an AI-driven industry transformation.
Japan's Fair Trade Commission conducted a surprise raid on Microsoft Japan's offices this week, investigating allegations that the tech giant's Azure platform unfairly locks out competing cloud services. The move signals a widening global scrutiny of Microsoft's cloud computing practices.
As Rigetti Computing prepares to report earnings, analysts are looking beyond quarterly losses to the firm's backlog of future work for signs of stability in the volatile quantum computing sector.
