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IBM ServiceNow Alliance Targets Legacy Modernization And Enterprise AI Workflows
Simply Wall St.65d agoneutral
IBM ServiceNow Alliance Targets Legacy Modernization And Enterprise AI Workflows

IBM and ServiceNow announced a new multi year collaboration to modernize legacy enterprise systems and enable large scale AI deployment. The partnership combines IBM's AI, data, and automation offerings with ServiceNow's AI Platform to support autonomous IT operations and data driven workflows. The agreement is described as multi year, signaling an extended focus on enterprise AI governance and platform integration for NYSE:NOW. ServiceNow (NYSE:NOW) is widely used for workflow automation,...

IBM And ServiceNow Target Enterprise AI Scale While Seeding Future Talent
Simply Wall St.66d agoneutral
IBM And ServiceNow Target Enterprise AI Scale While Seeding Future Talent

IBM (NYSE:IBM) and ServiceNow announced a new partnership to address barriers to scaling enterprise AI by modernizing legacy IT systems and making enterprise data usable for agentic AI. The collaboration combines IBM and ServiceNow AI platforms to support autonomous IT operations for large organizations. Separately, IBM expanded its global SkillsBuild program with JA Worldwide to provide AI and digital skills training to up to 1,000,000 high school students around the world. For investors...

Investing.com66d agoneutral
Google spurned U.S. quantum fund over conditions that would slow R&D

Google Quantum AI COO Charina Chou confirmed the decision at the Semafor Tech Summit in San Francisco on June 10, saying the company walked away because of "various conditions that came with the funding" that would have prevented it from moving at its desired pace toward building a functional quantum computer. The disclosure sheds new light on why Google — alongside Microsoft and IonQ — was conspicuously absent from the Trump administration's list of nine quantum recipients announced last month.

Decoding PLTR Stock's Premium Valuation
Trefis66d agoneutral
Decoding PLTR Stock's Premium Valuation

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x 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.

Did The Market Panic On Oracle’s Best Signal?
Trefis67d agoneutral
Did The Market Panic On Oracle’s Best Signal?

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.

Jim Cramer Recommends IBM Over Xanadu Quantum
Insider Monkey67d agoneutral
Jim Cramer Recommends IBM Over Xanadu Quantum

Xanadu Quantum Technologies Limited (NASDAQ:XNDU) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. When a caller expressed bullishness on the stock, Cramer replied: No, no, no, that makes no money. It’s another one of these quantum ones that I don’t… Buy IBM if you want […]

IBM CEO: AI Won't Necessarily Lead To Smaller Headcount
Bloomberg67d agoneutralVIDEO
IBM CEO: AI Won't Necessarily Lead To Smaller Headcount

IBM CEO Arvind Krishna discusses IBM's significant $10 billion investment in quantum computing, a faster form of AI. Krishna also noted a $1 billion federal government commitment to build a chip fabrication facility in Albany, New York, illustrating a strong collaboration between public and private sectors. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now
24/7 Wall St.67d agoneutral
Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now

International Business Machines (NYSE:IBM) is a stock worth owning for decades because it pairs a 110-year operating history with a recurring-revenue software and infrastructure engine that is now compounding cash at an accelerating pace. IBM is built for retirement portfolios that need durability, income, and survivability across every market cycle, not narrative-driven upside. Pillar One: ... Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now

IBM CEO Krishna on Quantum Advantage, Profit Strategy
Bloomberg68d agoneutralVIDEO
IBM CEO Krishna on Quantum Advantage, Profit Strategy

IBM CEO Arvind Krishna says he's excited about the potential uses for quantum computing. Speaking with Romaine Bostick at the Mizuho Technology Conference in New York, Krishna also comments on the Trump administration's investment in the company, the utilization of AI and IBM's profit strategy.