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Why is ServiceNow (NOW) the Best Generative AI Software Stock to Buy in June
Insider Monkey59d agobullish
Why is ServiceNow (NOW) the Best Generative AI Software Stock to Buy in June

ServiceNow (NYSE:NOW) is one of the 8 Best Generative AI Software Stocks to Buy in June 2026. Based on 50 analyst ratings compiled by CNN, 90% assigned a Buy rating to ServiceNow, while 8% assigned a Hold rating. The stock has an average price target of $135, a 29.62% upside from the current price of […]

Oracle Is Burning Billions: Is IBM Stock The Smarter Cloud Play?
Trefis59d agoneutral
Oracle Is Burning Billions: Is IBM Stock The Smarter Cloud Play?

Oracle’s (ORCL) stock is up by over 120% since the beginning of 2023. That is great for Oracle. But wait a minute, IBM’s (IBM) stock is up a comparatively lower 91% during the same period. Hard to believe, but Oracle’s stock appreciation is well ahead of IBM’s stock. This is despite the stark contrast in how both companies generate cash. Over the trailing twelve months, IBM consistently generated massive free cash flow, pulling in a highly robust $12.2 billion. Oracle, over its most recently rep

Is ServiceNow (NOW) Quietly Becoming the Core Orchestrator of Enterprise AI Governance?
Simply Wall St.59d agoneutral
Is ServiceNow (NOW) Quietly Becoming the Core Orchestrator of Enterprise AI Governance?

In recent weeks, partners including IBM, Cognizant, Wipro, NICE, Phenom, HPE and Digimarc have announced expanded collaborations and integrations with ServiceNow’s AI Platform to modernize legacy systems, tighten AI governance, and embed agentic AI across IT, HR and customer service workflows. These moves highlight ServiceNow’s role as an orchestration layer for enterprise AI, where trusted data, governance and cross‑platform workflows become as important as the underlying models...

Nasdaq, US stocks slide as Fed forecasts possible rate hike
Yahoo Finance Video59d agoneutralVIDEO
Nasdaq, US stocks slide as Fed forecasts possible rate hike

US stocks (^DJI, ^IXIC, ^GSPC) ended Wednesday's session in negative territory after Federal Reserve officials unanimously voted to hold interest rates at their June FOMC meeting today, while also forecasting at least one possible rate hike ahead. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the trading day's market reactions to the Fed's big decision. This was Kevin Warsh's first FOMC meeting he presided over as the new chairman of the Fed.

Oracle Stock's High Stakes Gamble
Trefis60d agoneutral
Oracle Stock's High Stakes Gamble

If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.

Europe frets about U.S. AI as tech world flocks to France for G7, VivaTech
Reuters60d agoneutral
Europe frets about U.S. AI as tech world flocks to France for G7, VivaTech

Europe's quest for technological sovereignty will dominate discussions at the G7 in France and the VivaTech conference in Paris this week, as policymakers and technology executives fret about American AI, ‌with alternatives remaining scarce. The gatherings come days after the United States tightened restrictions on Anthropic's most advanced AI models for ‌foreign nationals, underscoring Europe's vulnerability that political whims could derail its race to build domestic AI champions. "Tech sovereignty will be top of mind this week at VivaTech," Ana Paula ​Assis, senior vice president at IBM, told Reuters.

Buy, Hold, or Sell: IBM Just Shed 16% Is It a Clear Buy at $268?
24/7 Wall St.61d agoneutral
Buy, Hold, or Sell: IBM Just Shed 16% Is It a Clear Buy at $268?

International Business Machines (NYSE:IBM) looks attractively valued at $268.71, with the setup sharpening on any retest of $260. The stock has pulled back meaningfully from its January peak near $314.84 while the broader market grinds higher, opening a gap between price and fundamentals that has not been this wide in years. Big Blue runs four ... Buy, Hold, or Sell: IBM Just Shed 16% Is It a Clear Buy at $268?

IBM (IBM) Stock Could Be 22.4% Below Fair Value as AI Narrative Builds
Simply Wall St.61d agoneutral
IBM (IBM) Stock Could Be 22.4% Below Fair Value as AI Narrative Builds

International Business Machines (IBM) stock has attracted attention after recent trading, with the shares last closing at US$268.71. Investors are reviewing how the company’s mix of software, consulting, infrastructure and financing shapes the current valuation. See our latest analysis for International Business Machines. Recent trading has been choppy, with International Business Machines posting a 22.53% 1 month share price return, while the share price is down 7.82% year to date. The 5...

IBM (IBM) Launches Big Replicate With Cirata To Tackle AI Data Bottlenecks
Simply Wall St.61d agoneutral
IBM (IBM) Launches Big Replicate With Cirata To Tackle AI Data Bottlenecks

IBM (NYSE:IBM) has formalized an OEM partnership with Cirata PLC to target petabyte-scale AI data orchestration. The company is launching the next generation of IBM Big Replicate, embedding Cirata Symphony technology for continuous data movement and AI-ready formats. The announcement introduces new capabilities aimed at operational continuity and governance for large enterprise AI workflows. For investors tracking IBM, this update sits at the intersection of data infrastructure and...

What Is The Market Really Expecting From PLTR Stock?
Trefis62d agoneutral
What Is The Market Really Expecting From PLTR Stock?

At $127.99, Palantir Technologies (PLTR) is being priced to deliver 33.3% revenue growth annually for the next 7 years simply to defend today's 134.3x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Top Banks Rush to Fill Chief AI Roles as Talent Jumps to Rivals
Bloomberg62d agobullish
Top Banks Rush to Fill Chief AI Roles as Talent Jumps to Rivals

(Bloomberg) -- Banks from Sydney to London are racing to fill the senior role of chief AI officer, a job that barely existed a year ago. Those in the position, however, say it might not be around for long.Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineUS and Iran Agree to Deal Halting War That Shook Middle EastWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewing TextUS Wants to Avoid Cong

Analyst Lifts IBM Price Target by $15. Here is Why
Insider Monkey63d agoneutral
Analyst Lifts IBM Price Target by $15. Here is Why

With an annual dividend yield of 2.50%, International Business Machines Corporation (NYSE:IBM) is included among the 12 High Yield Fortune 500 Stocks to Buy Now. International Business Machines Corporation (NYSE:IBM) is a provider of global hybrid cloud and AI and consulting expertise. On June 8, BofA analyst Wamsi Mohan boosted the firm’s price target on […]

ServiceNow IBM AI Alliance Targets Legacy Bottlenecks And Valuation Expectations
Simply Wall St.64d agoneutral
ServiceNow IBM AI Alliance Targets Legacy Bottlenecks And Valuation Expectations

ServiceNow (NYSE:NOW) and IBM are expanding their partnership to launch joint AI-focused solutions targeting legacy system modernization, enterprise data governance, and autonomous infrastructure operations. The new offerings are aimed at helping large enterprises address long standing obstacles to AI adoption at scale, including refactoring legacy applications, improving data quality and observability, and integrating end to end automation workflows. These joint solutions are expected to...

Should IBM’s US$10 Billion Quantum and AI Expansion Require Action From International Business Machines (IBM) Investors?
Simply Wall St.64d agoneutral
Should IBM’s US$10 Billion Quantum and AI Expansion Require Action From International Business Machines (IBM) Investors?

In early June 2026, IBM and partners announced a flurry of AI-focused moves, including Bell Integration’s IBM-powered Intelligent Managed Services platform, expanded IBM SkillsBuild AI training in the UK, new AI education challenges for students, and a US$10.00 billion quantum computing investment over five years. Together with fresh alliances such as IBM’s new Google Cloud Practice and a 3D AI agent partnership with three.ws, these initiatives underscore IBM’s push to embed its hybrid...