What IBM’s profit warning means: Hardware is ‘eating everyone’s lunch’
The company said the shortfall in its software and infrastructure business was tied to clients spending on memory ahead of price hikes.
The company said the shortfall in its software and infrastructure business was tied to clients spending on memory ahead of price hikes.
YANTAI, CHINA – OCTOBER 27 2025: Ships are seen under construction at Hanwha Ocean Shandong Co. Ltd. in Yantai, Shandong province, eastern China, on Monday, Oct. 27, 2025. Five U.S.-based subsidiaries of the South Korean company Hanwha Ocean have been put on China’s sanction list to punish its role in prompting the United States to…
Private credit fundraising and deployment in Asia-Pacific is expected to slow over the next 12 to 18 months as macroeconomic uncertainty, geopolitical tensions and elevated interest rates weigh on investor appetite for illiquid assets, according to a report by Bloomberg citing Moody’s Ratings. Moody’s analyst Sean Hung said recent redemption requests across global private credit…
The intersection of national security and public finance has rarely felt more friction-laden. Former Defence Secretary John Healey’s recent resignation has brought a brewing institutional clash to the surface: the Ministry of Defence’s (MoD) push for innovative, external capital mechanisms versus the Treasury’s unyielding commitment to fiscal discipline. At the heart of the dispute was…
If the Korean depository allows conversion, then the ADR premium on SK Hynix may contract.
Money market funds (MMFs) have long been the bedrock of short-term liquidity management. They bridge the gap between bank deposits and direct instruments, offering security, diversification, and rapid access to cash. Yet, ever since the pandemic-induced dash for cash and the 2022 gilt market crisis, the shadow of regulatory overhaul has loomed heavily over the…
House of the Dragon Credit: HBO Sunday evening’s episode of House of the Dragon is notable mostly for our full introduction to one of the most powerful men in the Seven Kingdoms, Lord Ormund, Lord of the Hightower and head of House Hightower, and a very . . . singular man. He’s shaping up to…