IBM’s strong Q4 earnings, driven by AI momentum, set off a 12% stock surge as CEO Arvind Krishna highlighted DeepSeek’s success as validation of Big Blue’s open-source AI strategy

IBM surpassed fourth-quarter profit estimates on Wednesday, driven by robust demand in its software unit as businesses ramped up IT spending, sending the company's shares soaring about 10% in extended trading.

IBM stock, with 45% returns since the beginning of 2024, has outperformed the S&P 500 index, up 27%. Strong demand trends for its software business has driven its stock price growth lately. But, if you want upside with a smoother ride than an individual stock,

IBM delivered better-than-expected fourth-quarter results and unveiled its big bets on artificial intelligence strategies and offerings.

DeepSeek's sudden emergence is shaking up the tech scene. That could be good news for small startup companies.

IBM stock popped as Q4 earnings and revenue topped Wall Street estimates while 2025 free cash flow guidance came in above expectations.

While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to

Evercore raised its price tag on IBM stock from $240 to $275, retaining its Outperform rating. Software, however, appears to be the only growth business. It reported $7.9 billion in revenue in Q4, up 10% YoY.

IBM's stock price jump on 30th January was the biggest one-day percentage gain ever recorded in the company's history on the back of strong Q4 2024 results boosted by AI revenue.

Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.

“The takeaway is that there are many possibilities to develop this industry. The high-end chip/capital intensive way is one technological approach. But DeepSeek proves we are still in the nascent stage of AI development and the path established by OpenAI may not be the only route to highly capable AI.”