AI & Quantum Computing
IBM Study Reveals AI Vendor Lock-In as 71% of Firms Can’t Switch — and the Company Is Selling the Escape Route
A fresh study from IBM's Institute for Business Value has laid bare a worrying dependency gripping the corporate world: seven...
Nvidia’s $2 Billion Vote of Confidence Fuels Marvell’s Networking Gambit — But Volatility and Insider Sales Temper the Rally
When Nvidia chief Jensen Huang calls a partner a “potential next trillion-dollar chip company,” the market tends to listen. Marvell...
Siemens Energy’s Grid-Tech Boom and US-Iran Détente Converge as UBS Flags 175-Euro Upside
The €154 billion mountain of orders sitting on Siemens Energy’s books took centre stage in London this week, with finance...
Quantum eMotion Races to Shareholder Vote as AI Security Deal and Board Shakeup Converge
The clock is ticking for Quantum eMotion investors. Proxy ballots must be submitted by 5 p.m. Montreal time today ahead...
Analysts Bet on a Multi-Year Memory Boom as Micron Stock Hovers Near All-Time Highs
The prevailing narrative around Micron Technology has shifted from cyclical commodity supplier to structural AI beneficiary — and Wall Street’s...
AMD’s Memory-Saving MEXT Deal Targets Server Costs as Stock Consolidates After Rally
AMD made two strategic moves on Tuesday, but the stock shed over 4% to €453.45 — a pullback from the...
D-Wave Quantum’s 2,000% Booking Surge Puts Commercial Credibility to the Test
D-Wave Quantum has long been a bet on the future. But the first-quarter numbers for 2026 suggest the future may...
ServiceNow’s High-Stakes Pivot: Laying Off Workers While Betting on $30 Billion AI Ambition
ServiceNow is engineering a transformation that cuts both ways. The enterprise software heavyweight has let go several hundred employees, arguing...
AMD’s MEXT Acquisition and a Geopolitical Thaw Push the Stock Near a Record
Advanced Micro Devices has become the beneficiary of two distinct tailwinds in a matter of days. Shares surged to within...
Adobe’s $500M AI Milestone Can’t Hide the Quiet ARR Revision That’s Spooking Investors
Adobe delivered a record-breaking second quarter, with revenue hitting $6.62 billion and its annualized recurring revenue from AI products tripling...
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