$IBM

Apple CEO Tim Cook revealed his 1998 decision to leave IBM for struggling Apple was driven by asking "Who will I be?" rather than focusing on financial security. Apple now values $3 trillion.

RESAAS appoints IBM and TELUS veteran Michael Dziekan as Director of Data Strategy, reinforcing data infrastructure focus and partnership expansion with SAP and Snowflake.

Global on-shelf availability solutions market projected to grow 144% from $6.56B in 2025 to $16.02B by 2035, driven by AI and IoT adoption.

CoreWeave posts 168% revenue growth to $5.1B with $66.8B backlog, guiding to $12-13B 2026 revenue, backed by IBM and OpenAI partnerships.

U.S. federal mandate requires quantum-resistant encryption by January 2027, accelerating the $7.66B quantum market while security professionals and enterprises remain underinvested in compliance.

Nvidia CEO Jensen Huang argues agentic AI will strengthen rather than disrupt enterprise software, challenging bear thesis that has wiped $1.6 trillion in SaaS valuations.

Global big data market projected to reach $1 trillion by 2035 at 13.10% annual growth, driven by AI integration, cloud adoption, and vertical analytics solutions.

Quantum AI trading risk market projected to grow from $3.18B in 2025 to $12.05B by 2030 at 30.5% CAGR, driven by quantum computing investments and regulatory demands.

Global anomaly detection market projected to grow from $5.66B in 2024 to $19.4B by 2031, driven by AI advances and cybersecurity demands across enterprises.

AI contract platform Ivo expands to London and New York with 600% revenue growth and 134% customer increase, tripling headcount to 180 amid Fortune 500 adoption surge.

Cerebras, valued at $23 billion, secures $100+ billion OpenAI deal and plans April 2026 IPO, challenging Nvidia's AI hardware dominance with specialized processors.

Pure-play quantum stocks down 30% remain overvalued with severe cash burn. Big Tech giants Alphabet and IBM offer better quantum exposure through profitable core businesses.

Global sustainability market projected to nearly triple to $73.9B by 2030, driven by AI-powered solutions, supply chain tech, and carbon accounting frameworks.

IBM stock rebounded after its 13.2% selloff proved overdone. Strong Q4 earnings, record free cash flow, and entrenched mainframe dominance support recovery.

U.S. facial recognition market expected to reach $36.46B by 2035, growing at 15.91% annually. Growth driven by AI advances and federal security investments, though privacy concerns pose challenges.

Healthcare predictive analytics market projected to surge from $20.57B (2025) to $140B (2035), driven by EHR adoption, digital transformation, and value-based care models.

Quantum computing stocks face correction as investors reassess valuations against persistent technical challenges, limited revenue, and competition from tech giants. Profitability timelines remain unclear.

IBM wins $112M Defense Department contract to modernize point-of-sale and inventory systems across 235 military commissary locations domestically and overseas.

Tech stocks down 2.15% YTD after strong 2025, but improving valuations and resilient earnings create potential buying opportunities amid sector corrections.

Quantum computing advances create investment opportunities in hardware makers like IBM and cybersecurity firms developing quantum-resistant encryption as the sector moves toward commercial viability.