IBM is scheduled to report their Q4 results on Jan 28. Sell-side consensus is looking for $4.32 in EPS and $19.2 billion in revenue, as well as $4.9 bl in operating income. Read more here.

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As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large. Some accounts estimate that AI is driving 90% of US GDP growth, while others ...

IBM just acquired Confluent for $11 billion. When I was at IBM, I watched enterprises struggle with the same problem over and over again. Their data was always a step behind their decisions. This ...