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Jul 17, 2026, 18:44 Arvind Krishna Rebuilt IBM Around Software. Now He Has to Make the AI Stack Outrun the Mainframe Cycle

Jul 17, 2026, 16:45 Nikhil Kamath Turned Market Access Into a Media Platform. Influence Now Needs Clearer Boundaries

Jul 17, 2026, 13:40 Lucy Guo Built Passes Around Creator Ownership. Trust Must Become the Subscription Advantage

Jul 17, 2026, 10:35 Shashank Kumar Is Rewiring Razorpay Around Payment Success. Reliability Has to Pay

Jul 16, 2026, 16:45 Ritesh Agarwal Has Taken PRISM Back to the IPO Gate. Investors Will Price the Quality of OYO's Profit

Jul 16, 2026, 15:37 Nikesh Arora Made Palo Alto Networks Cybersecurity’s Consolidator. Now He Has to Make the Stack Work as One

Jul 16, 2026, 13:40 Gukesh Dommaraju Became Chess's Youngest World Champion. Defending the Crown Is a Different Business

Jul 16, 2026, 10:35 Scott Wu Joined Devin With Windsurf. The Combined Product Must Earn a US$26 Billion Valuation

IBM

Arvind Krishna, Chairman, President and Chief Executive Officer of IBM

Arvind Krishna Rebuilt IBM Around Software. Now He Has to Make the AI Stack Outrun the Mainframe Cycle

Arvind Krishna made IBM smaller, more software-led and more profitable. A second-quarter shortfall now tests whether Confluent, Red Hat and watsonx can produce growth independent of the mainframe cycle.

Arvind Krishna, Chairman, President and Chief Executive Officer of IBM

Arvind Krishna Is Turning Open-Source Patching Into a Subscription. A $5 Billion Bet Must Earn Trust

Arvind Krishna is extending Red Hat's commercial open-source model beyond IBM's own products. Lightwell sells validated fixes for the software versions companies already run, creating a potentially large security business and a difficult test of neutrality, liability and subscription economics.