IBM (IBM) Saw Mainframes Fall 42%. Is That Already Priced In at 18 Times Earnings?

The moat shows up in the economics rather than the marketing. Software carried an 82.6% gross margin in the quarter, and its ...
PR Newswire

Precisely Brings Trusted Data Management and Customer Communications to AI Agents With No Custom Integration Required

Precisely, a leader in unified data management for AI-ready data, today announced Model Context Protocol (MCP) server support for ...
PR Newswire

Precisely Introduces New Unified Data Management Platform to Make Enterprise Data AI-Ready

Precisely, a leader in unified data management for AI-ready data, today announced the Platform, a unified data management ...
Public Broadcasting Service (PBS)

Data Centers & the Impact on West Texas

Basin PBS brings community, business, and industry leaders together for a conversation about what that growth could mean for ...
ServeTheHome

Intel Xeon 6+ SKU List and Value Analysis: Clearwater Forest Runs Wide

With Intel's Xeon 6+ "Clearwater Forest" CPUs now shipping in volume, we are taking a look at the various SKU options among ...
ainvest

Nvidia vs. Broadcom: Two Ways to Sell the AI Boom, One Finish Line

- Nvidia dominates with $215.9B FY2026 revenue (75% gross margin), while Broadcom's AI semiconductors grew 221% YoY and projects $230B by 2028. - Both trade at ~18-19x sales multiples, making 2030 ...