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

Starbucks is building AI tools to replace Microsoft and IBM software, targeting its $400 million spend. Why software stocks ...

Enterprise software stocks are navigating a difficult stretch, as IBM's preliminary Q2 miss triggered broad sector selling.

There’s skepticism about how much, or how quickly, AI can speed up and automate work. Starbucks recently pulled an AI-powered ...

Buy Dell Technologies. IBM’s weakness is the market confirming a near-term AI infrastructure spending wave ...

IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ...

IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the ...

The company tumbled sharply after previewing quarterly results that were disappointing. It’s not good news for software and ...

A rare early warning from one of tech's oldest names doubles as a map of enterprise spending right now.