Micron signs long-term memory supply deals with Qualcomm, DENSO and Hyundai Mobis as cars turn software-defined.

Micron Technology has signed long-term Strategic Customer Agreements (SCAs) with several leading automotive suppliers ...

NVIDIA Jetson Thor T3000 and T2000 pack Blackwell GPU performance into compact form factors roughly half the size of the ...

That’s bad for the stock—and it’s pulling software shares downward. “In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to ...

IBM shares sank as much as 25% as the company issued a profit warning citing a shift in customer spending from software to AI ...

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.

International Business Machines Corporation stock fell 25% after missing revenue/EPS, with weak mainframes but stronger ...

Micron said the agreements are designed to improve long-term supply visibility and production planning as automakers ...

A steep decline in IBM shares on Tuesday wasn't enough to knock the tech rally off course. Gains in memory-chip stocks were leading the sector higher, underscoring investors' continued appetite for ...

IBM shares tumbled Tuesday after the software giant posted preliminary results for the second quarter that disappointed.

The market is paying a durable-AI-platform multiple for what is, this quarter, a specialty-memory company having a very good ...

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