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Like eBay's spinoff of PayPal, a Dell spinoff of VMware could both unlock shareholder value and strategically benefit the spun-off company.
Macro pressures, new AMD CPU launches and Apple's plans to ship its first Macs containing its own processors are all potential headwinds.
Let's look at what's responsible for the incredible rally in the Nasdaq, because it's much more indicative of what's really going on in this market than the endless run in hospitality and travel.
As State economies begin the slow process of reopening, the Fed is there to support market function. Facebook's latest e-commerce foray has investors cheering.
IT giants are leaning on their balance sheets to convince reluctant customers to make new purchases.
In their own ways, enterprise hardware and software demand are coming under pressure, as is chip demand in some end-markets.
While competition from cloud giants remains a headwind for Cloudera, it still has room to differentiate.
While announcing yet another deal to provide CPUs and GPUs for a giant DOE supercomputer, AMD shared a few things about its product roadmap.
The massive movement toward sector ETFs is just simply not prudent. Here is why.
A wide variety of tech companies are likely to see their March-quarter sales hurt by the coronavirus outbreak's impact on Chinese demand and/or manufacturing.
These are the 10 reasons why we keep going up, despite all the bad news.
While companies such as HPE, Cisco and NetApp are signaling that macro headwinds are weighing on their hardware sales, major software and public cloud players are singing a very different tune.
During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.
EPYC processor revenue and unit sales jumping more than 50% have paced the way for AMD.
More slowing economic signposts from Danielle DiMartino Booth: Business applications to start new firms have increasingly turned negative this year; the last time business formations declined for the first three quarters was 2008, when the economy h...
Many tech stocks sporting high valuations have been selling off in recent weeks, even as the rest of the sector generally holds up well.
Hate Trump or like Trump, the economy does respond to a lower Fed funds rate.
Danielle DiMartino Booth on the large "BBB" bucket (and other issues) : Over the last three months, investment-grade companies have capitalized on falling rates, setting the new issuance market ablaze and inciting large-scale M&A; June and August M&...
Technical signs indicate sellers of the company's shares have been more aggressive in the last few months.
I want you to be calm and collected and I will not scare you with false fears.
As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.
MSFT's results are justifying its massive market cap.
Traders and investors were disappointed recently when the IT company did not raise guidance and that weakness does not look like it has run its course.
It's possible that disgruntled Symantec shareholders could make the company return to the negotiating table with Broadcom. But if that doesn't happen, there are other targets that Broadcom might pursue.