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At $280.82, IBM (NYSE:IBM) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case. IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM ... IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing

Although many banks are still running decades-old platforms, Claudio González argues that this is where AI can make a bigger difference than most realise, by using it to finally decode these legacy systems

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

The company's stock surge had a secret ingredient beyond AI hype: a clever way to get someone else to pay for it.

At a December White House roundtable, Trump called IBM's chief 'a legend' and praised the stock's 'very nice price.' Months later his administration floated a proposed $1B quantum award and shares popped 13% in a week to a record. Here's where analysts see it going — and the warning sign buried in the deal.

In the latest trading session, IBM (IBM) closed at $280.82, marking a -1.41% move from the previous day.

IBM (NYSE:IBM) has expanded its free IBM SkillsBuild program in the UK with a new AI learning pathway for workers at all career stages. The company is a founding partner in the UK government's AI Skills Hub, supporting a target to upskill 10 million workers by 2030. IBM also launched the global AI Builders Challenge, giving university students hands on experience building AI solutions with IBM tools. For investors watching IBM at a share price of $284.84, this push into AI training and...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, IBM (IBM), together with Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud, launched a new Google Cloud Practice to enhance enterprise AI scaling alongside core system modernization. The new practice integrates IBM Consulting Advantage with Google Cloud’s Gemini […]

Embedding control and creating visibility into AI systems will allow leaders to scale confidently, Matt Lyteson, IBM CIO said.

International Business Machines Corporation (NYSE:IBM) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. A caller asked whether the company can generate sufficient earnings growth to justify its current valuation, given that the stock trades at or above $300. Cramer commented: Oh, okay… […]

IBM joins Google Cloud to launch a new consulting practice, pairing IBM Consulting Advantage with Gemini Enterprise AI to speed adoption and modernize systems.

BigBear.ai (BBAI) is a company telling very different stories right now. A story is told by the stock ticker, which shows a return of -31.1% over the last six months, a period when the broader S&P 500 gained +10.0%. Another story comes from management, which insists its strategy of providing “mission-ready AI” to national security and commercial clients is working.

Geetika Arora has been initially appointed for a five-year term.

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

Alphabet (NasdaqGS:GOOGL) has entered new multi year Google Cloud partnerships with Lovable, EQT, and IBM. The agreements focus on expanding access to Gemini AI models and Google Cloud infrastructure for hundreds of enterprises. The collaborations aim to extend AI adoption beyond hyperscaler data centers into enterprise software and private equity portfolios. Alphabet, trading at around $368.53, has seen very large gains of about 204% over the past 3 years and about 205.8% over the past 5...

Stocks sold off sharply to end the week with money moving out of technology stocks and into many of the Dow components; inflation fears are rising.

IBM (NYSE:IBM) and Google Cloud announced a major AI partnership centered on a new IBM Google Cloud Practice for enterprise customers. The collaboration focuses on combining IBM Consulting and the IBM watsonx AI and data platform with Google Cloud's Gemini models to help organizations build and scale AI agents in production. In parallel, IBM released what it describes as the world's first quantum centric supercomputing reference architecture and expanded quantum R&D with ETH Zurich, backed...

A number of stocks fell in the afternoon session after a stronger-than-expected May jobs report fueled concerns that the Federal Reserve will keep interest rates elevated.

In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.

The Nasdaq Composite logged its biggest one-day decline since April 2025 as traders evaluated the of

IBM and two of its subsidiary companies were allegedly breached during the mid-2010s, which a lawsuit filed by a former cybersecurity executive accuses IBM of not disclosing and actively covering up.

The tech-heavy index was weighed down by significant selling pressure in the wake of AI chipmaker Broadcom's disappointing guidance.

The artificial intelligence boom that’s pushing market caps to records is reshaping employment. Challenger, Gray & Christmas data highlighted on CNBC’s Closing Bell Overtime on June 4 indicates that more than 87,000 layoffs this year have been tied to AI, already eclipsing all of 2025’s full-year total just five months in. Chip leader NVIDIA (NASDAQ:NVDA) ... AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.

Two of the most recognizable names in technology have been circling each other in the enterprise AI market for the better part of two years. One has the consulting relationships and the regulated industry credibility. The other has the infrastructure, the models, and the cloud platform. Neither has ...

US benchmark equity indexes were lower intraday amid a technology sector-led sell-off, while Treasur

Quantinuum’s debut may signal investor skepticism, but IBM CEO Arvind Krishna is defending the reality of quantum computing,

A few months ago, International Business Machines (IBM) looked like collateral damage in the artificial intelligence boom. Investors worried that the very technology powering the AI rally could quietly chip away at the businesses that have funded Big Blue for decades. That worry has faded fast, and ...

Quantinuum was supposed to be the quantum sector’s most anticipated public listing of the year. While Quantinuum posted a wider net loss and lower revenue for the first quarter, the phenomenon of growing losses and “lumpy” revenue—large infusions of income at inconsistent times—is observed by most players in the industry at some point in their life span.

IonQ (IONQ) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.