Everyone Is Building AI Agents. Oracle Is Moving The Contest Inside The Runtime

On July 14, Oracle announced an AI-native builder experience for Oracle AI Agent Studio for Fusion Applications, spanning no-code, low-code, and pro-code development at what Oracle states is no additional cost to Fusion customers. Per Oracle, the experience would enable…

Panic Has A Shelf Life: Why Greyhound Research Remains Bullish On IBM After July 14

On July 14, IBM released preliminary second-quarter results a full week ahead of schedule. Revenue up 1 per cent. Software up 5 per cent. Infrastructure down 7 per cent as the strongest mainframe launch in the company's history wrapped, and…

Streaming, Sovereignty, And The New AI Stack: Decoding The IBM–Confluent Deal

There are seasons in enterprise technology when the landscape shifts quietly. Then there are moments like this one when the ground moves in full view of the industry. IBM’s decision to acquire Confluent sits in the latter category. It marks…

What IBM Power11 Really Means for Enterprise Architecture and Operations

For decades, Power servers stood as quiet enablers of core enterprise operations, rarely questioned, rarely credited. But with Power11, IBM isn’t nudging the platform forward. It’s recasting the role of infrastructure itself. This isn’t a performance leap. It’s an operational…

IBM’s Q3 2025 Results – Delivery Strength Holds, But Integration Demands Intensify

IBM closed Q3 2025 with 16.3 billion dollars in revenue, up 7 percent in constant currency and 9 percent year over year, its fastest pace in several years. All three core segments grew sequentially, and operating discipline showed up clearly…

Infosys Q2 FY26 Results – Steady Hands, Softer Horizon

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Infosys Q1 FY26 Results – Delivering Predictability, Not Performance Drama

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IBM’s Q2 2025 Results – Buyer Confidence Grows, But Field-Level Complexity Persists

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Inside Airtel Cloud: Architecture, Market Fit, And The Challenges Ahead

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