The company said the shortfall in its software and infrastructure business was tied to clients spending on memory ahead of ...

The tech sector stalwart now depends heavily on its software business, but investors need to think longer term.

A sudden pivot in corporate spending caught IBM off guard, and it’s reshaping how investors view the whole sector.

Chief Executive Officer Sumit Kapur used a presentation at the OTC Markets Global Technology Conference to argue that quantum ...

Software stocks slid and AI hardware plays rose IBM attributed disappointing preliminary results to execution issues and customers prioritizing spending on servers, ...

Hardware companies benefit from tangible demand, secured orders, and near-term cash flows, while software faces uncertainty around model economics, disruption risks, and capex payoff. Hardware and ...

It's an age-old question: hardware or software?On one hand, the hardware is what you hold or have plugged in. Hardware has all of the components that make your particular device work, and without it, ...

Software-defined hardware may be the ultimate Shift Left approach as chip design grows closer to true co-design than ever with potential capacity baked into the hardware, and greater functionality ...