Investing.com - IBM ’s new z17 artificial intelligence mainframe could underpin a strong sales cycle for the tech group, according to analysts at BofA.Earlier this month, IBM unveiled the z17, calling it the "next generation" of its key mainframe offerings that will feature AI capabilities across hardware, software, and systems operations.The z17 is due to be made available from June 18, IBM sa ...
Investing.com -- Investors should favour stock in health care, consumer staples and consumer discretionary sectors when economic growth slows below 2%, according to a Jefferies, while avoiding energy and communication services, which tend to underperform.Jefferies maintained its sector strategy despite cutting its earnings growth forecasts and targets, citing weak revision trends and deeper c ...
Investing.com -- In a new deep dive into emerging technologies, Bernstein outlined its vision for where the next wave of industrial and investment growth may come from.The research identifies a set of transformational themes—from Agentic AI and humanoid robotics to autonomous driving and quantum computing—as the likely building blocks for the next generation of industry leaders.“Today, we st ...
Investing.com -- Software stocks have historically responded to recessions with mixed resilience, shaped largely by business model and end-market exposure. Bernstein analysts, in a recent note, examined the 2008–2009 financial crisis and more recent economic scares to understand how software companies might perform in another downturn.During the Great Recession, subscription-based cloud sof ...