IBM Could Be Saving Confluent's Bacon
IBM's acquisition of data streaming and Kafka vendor Confluent could help IBM advance in the market while getting Confluent out of stock market malaise
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IBM CEO Questions Profitability of Big Tech's Massive AI Data Center Investments
IBM CEO Arvind Krishna walked through some napkin math on Big Tech's AI data center spending — and raised some doubts on if it'll prove prof
Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?
With AI winners and losers changing places so quickly, it isn’t just about where to invest, but also when. on.wsj.com/49YNSZW

China Could Reportedly Let BABA, ByteDance, DeepSeek Buy NVDA H200 Chips — But Supply May Be Tightly Capped
According to a report by The Information, Beijing's shift reflects mounting pressure from China's AI industry.
Analyst warns cheap AI stock valuations may signal data center boom slowdown
Tom Essaye says that cheap AI stock valuations could signal that investors are growing fearful that the data center boom will come to a halt
AI Tokenomics Come For Wall Street
Financial data companies such as FactSet and Moody’s appear to have made progress reassuring investors that they won’t be replaced by financ
AI Tokenomics Come For Wall Street
Financial data companies such as FactSet and Moody’s appear to have made progress reassuring investors that they won’t be replaced by financ
Micron to invest $3B in U.S. semiconductor supply-chain ecosystem
See the rest of the story here . thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The F

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