Investor's Business Daily on MSN

IBM stock upgraded to buy while Oracle seen bouncing back in analyst's 2026 software preview

Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

Jefferies upgrades IBM to Buy due to expected software growth in 2026

IBM stock upgraded to Buy by Jefferies on 2026 software growth, AI and M&A synergies from HashiCorp and Confluent.
InfoQ

AWS Adds Intelligent-Tiering and Replication for S3 Tables

Tiering and cross-region replication for S3 Tables to automate cost optimization and data availability for Apache Iceberg ...

Data 2026 outlook: The rise of semantic spheres of influence

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.