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Elon Musk revived his “Scam Altman” jab after Apple’s lawsuit against OpenAI. Altman fired back, questioning SpaceX’s orbital AI plans as investors weigh the company’s ambitious growth strategy.
IBM shares sank as much as 25% as the company issued a profit warning citing a shift in customer spending from software to AI hardware and memory chips.
Mastercard (NYSE:MA) is reported to be considering the sale of a majority stake in its UK payments infrastructure subsidiary, Vocalink. The potential buyers are the British banks that previously owned Vocalink, amid ongoing national debate about foreign control of critical financial infrastructure. The discussions relate to the role and ownership of the systems that underpin much of the UK's retail payments activity. Vocalink sits at the core of the UK's payments system, processing...
AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.
A Wall Street analyst downgraded Apple stock to the equivalent of a sell rating on expectations of slowing iPhone sales and Apple device upgrades.
Biogen and Ionis said Tuesday their tau-targeting Alzheimer's treatment slowed cognitive decline by 26% over the course of 18 months.
June CPI came in at 3.5% annually, below the 3.8% economists expected, but rising oil prices and an IBM warning capped gains
IBM (IBM) stock is plunging upwards of 20% in Tuesday's pre-market trading after releasing weaker-than-expected preliminary second quarter earnings results. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media founder Zack Guzman to help analyze how IBM's stock reaction may relate to the memory chip trade. IBM is scheduled to release its full second quarter figures on Wednesday, July 22.
Investing.com -- Mizuho Securities downgraded Circle Internet Group, the issuer of the USDC stablecoin, to Underperform from Neutral and trimmed its price target to $50 from $85, flagging competitive threats from a newly launched rival stablecoin that could undercut Circle’s core revenue model.
Mizuho downgrades the digital payments company, citing the threat posed by rival stablecoin Open USD.
IBM (NYSE:IBM) released preliminary financial results for the second quarter of 2026, reporting revenue of $17. 2 billion, up 1% from a year earlier but below the company’s expectations as weaker performance in its Infrastructure and Software divisions weighed on results.
Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.
Hunterbrook attacked Bloom Energy in a report, alleging the company downplayed its reliance on Chinese supply chains for scandium oxide, a key input for its fuel cells. Shares fell as much as 12% before a rebound.
Investing.com -- HSBC downgraded IBM to Reduce from Hold and cut its price target to $191 from $231 in a note on Tuesday, arguing that a basket of IBM's peers offers superior earnings potential for the same investment.
Gold rose off an eight-month low early on Tuesday as the U.S. dollar and yields weakened after the c
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.
Bond yields dropped sharply and Nasdaq futures climbed after a cooler-than-expected inflation report this morning. Futures for the S&P 500 and Nasdaq-100 index rose, while those tied to the Dow industrials edged lower.
Investing.com -- KeyBanc Capital Markets downgraded Apple to Underweight from Sector Weight in a note on Tuesday, setting a price target of $250 per share, citing weakening hardware demand data and concerns about 2027 growth expectations.
The energy giant will sell its stake in Sprng Energy to Aditya Birla Renewables, which counts the BlackRock-owned Global Infrastructure Partners as a minority owner.
Industrial distributor Fastenal reported second-quarter earnings per share of 33 cents, in line with Wall Street estimates.
The Swiss competition authority announced Tuesday it had opened a preliminary investigation into Google's removal of the "choice screen" feature on Android devices in Switzerland."Recently, Google removed this feature in Switzerland," the Secretariat of the Competition Commission (COMCO) said in a statement.
BBAI has pulled back sharply as investors weigh AI growth opportunities against slower revenue growth and ongoing profitability challenges.
(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO
Shares could soon look “too expensive,” KeyBanc’s Brandon Nispel warns as he cuts his rating for the iPhone maker.
Apple's lawsuit against OpenAI shows how important AI devices will be for the iPhone maker.
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