IBM stock analysis: why its mainframes and enterprise software are insulated from AI disruption, with strong FCF and growth ...
IBM shares plunged earlier this week on concerns its core mainframe business was facing competition from AI. What's next for ...
Investing.com - Erste Group downgraded IBM (NYSE:IBM) to hold from buy on Tuesday, citing expectations for slower growth in the company’s infrastructure business. This comes as IBM’s stock has ...
New z/XDC software expansion improves accessibility and integrates into existing workflows while welcoming a new generation of programmers into mainframing Izzi Software, owner of ColeSoft, the ...
IBM's mainframe systems are still widely used due to their reliability and security. IBM's latest mainframes feature powerful AI acceleration, enabling real-time AI inference workloads. IBM expects ...
Installed as an outsider, he engineered a comeback, shifting the company’s focus from a waning mainframe computer business toward consulting and services. By Steve Lohr Louis V. Gerstner Jr., an ...
Written by Edward Calvesbert, vice president of product management at IBM watsonx AI is only as good as the data it uses. If your AI agents don't have real-time access to reliable data from modern ...
The launch of the AI-focused z17 mainframe earlier this year has been a major success. Infrastructure is expected to drive 1.5 percentage points of revenue growth in 2025 for IBM. IBM boosted its ...
Mainframe computing is having a moment — again. Nearly 60 years after the first IBM System/360 debuted as a mainframe platform, it continues to evolve in ways that defy expectations, powering critical ...
LONDON, United Kingdom, Oct. 1, 2025 /PRNewswire/ -- PopUp Mainframe Ltd, an enterprise software company dedicated to revolutionizing mainframe system delivery, and Direct Computer Resources, Inc, ...