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Supriyo Bose

Can IBM Sustain a Healthy Profit Margin in the Software Segment?

IBM's software arm gains momentum from hybrid cloud demand and strategic buyouts, but can margins hold up?

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?

Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.

GLWNegative Net Change ANETPositive Net Change