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Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
Simply Wall St.90d agoneutral
Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation

Oracle and IBM have agreed to expand their 40 year partnership to deliver new integrated AI and hybrid cloud solutions. The companies plan to launch these joint offerings in 2026, targeting demand from enterprises using multi cloud and AI workloads. The collaboration focuses on combining Oracle cloud and database strengths with IBM's hybrid cloud and services capabilities. For investors watching NYSE:ORCL, this move comes with the stock recently trading around $186.61, with a 1 year return...

3 Dow Jones Stocks We Find Risky
StockStory90d agoneutral
3 Dow Jones Stocks We Find Risky

The Dow Jones (^DJI) is made up of 30 of the most established and influential companies in the market. But even blue-chip stocks can struggle - some are dealing with slowing growth, outdated business models, or increasing competition.

IBM (IBM) Valuation Check After Recent Share Price Weakness
Simply Wall St.91d agoneutral
IBM (IBM) Valuation Check After Recent Share Price Weakness

Recent performance context for IBM stock International Business Machines (IBM) has seen mixed share performance recently, with the stock up 1.6% over the past day yet down around 12% over the past month and about 14% over the past year. See our latest analysis for International Business Machines. With the share price at US$222.75 after a 1-day share price return of 1.6%, IBM’s recent momentum still looks weaker, given the share price has fallen over 20% year to date while the 5-year total...

RBC Capital Markets Lowers IBM PT while Keeping Bullish Rating
Insider Monkey91d agoneutral
RBC Capital Markets Lowers IBM PT while Keeping Bullish Rating

International Business Machines Corporation (NYSE:IBM) is included among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026. On May 7, RBC Capital Markets lowered its price recommendation on International Business Machines Corporation (NYSE:IBM) to $300 from $330. It reiterated an Outperform rating on the stock. The firm updated its […]

Kyndryl’s Q1 Earnings Call: Our Top 5 Analyst Questions
StockStory93d agoneutral
Kyndryl’s Q1 Earnings Call: Our Top 5 Analyst Questions

Kyndryl’s first quarter results were met with a negative market reaction, as the company posted flat year-on-year revenue while its non-GAAP profit per share fell significantly below Wall Street’s expectations. Management attributed the quarter’s performance to prolonged sales cycles and evolving customer purchasing behaviors, particularly in relation to IBM partnerships. CEO Martin Schroeter noted that customers are increasingly deliberate in IT decision-making as they balance modernization and

Is IBM (IBM) Starting To Look Attractive After Recent Share Price Weakness?
Simply Wall St.93d agoneutral
Is IBM (IBM) Starting To Look Attractive After Recent Share Price Weakness?

If you are wondering whether International Business Machines stock is starting to look attractive on price, the recent numbers give you plenty to think about. The share price closed at US$219.30, with the stock down 4.6% over the last week, down 10.4% over the last month, and down 24.8% year to date. It is still showing gains of 15.7% over the last year, 89.8% over three years and 92.9% over five years. These moves have played out against a backdrop of ongoing attention on International...

Oracle Corporation (ORCL) Named Top Pick as Oppenheimer Lifts Price Target
Insider Monkey93d agoneutral
Oracle Corporation (ORCL) Named Top Pick as Oppenheimer Lifts Price Target

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

AI Poised to Tilt Job Market Leverage Toward Older Workers
Bloomberg93d agoneutral
AI Poised to Tilt Job Market Leverage Toward Older Workers

(Bloomberg) -- When it comes to job cuts, older workers are often disproportionately affected. But a new survey of chief executive officers suggests this won’t be a given as companies adopt artificial intelligence.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Iran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsNigerian Tycoon

IonQ and 5 More Stocks to Play Quantum Fever
Barrons.com94d agoneutral
IonQ and 5 More Stocks to Play Quantum Fever

Quantum computing has graduated from a theoretical curiosity to a stock market phenomenon. Quantum computers, offshoots of quantum mechanics, can explore multiple solutions at once, and promise the kind of processing power that could revolutionize medicine, materials science, and other fields. The pure-play stocks—the shares of companies that concentrate their efforts wholly on quantum computing—trade mostly on sentiment, since none of the companies have yet to turn a profit.

No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
Insider Monkey94d agoneutral
No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event

International Business Machines Corporation (NYSE:IBM) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds. On May 7, BMO Capital analyst Keith Bachman maintained his Hold rating on the International Business Machines Corporation (NYSE:IBM) stock. He also set a price target of $270, representing an upside of 21% from here. From […]

There’s No End in Sight to the Quantum Fever. 6 Stocks to Watch.
Barrons.com94d agoneutral
There’s No End in Sight to the Quantum Fever. 6 Stocks to Watch.

Quantum computing has graduated from a theoretical curiosity to a stock market phenomenon. Quantum computers, offshoots of quantum mechanics, can explore multiple solutions at once, and promise the kind of processing power that could revolutionize medicine, materials science, and other fields. The pure-play stocks—the shares of companies that concentrate their efforts wholly on quantum computing—trade mostly on sentiment, since none of the companies have yet to turn a profit.

Xanadu Quantum Revenue Increases Fourfold. Why the Stock Is Falling.
Barrons.com95d agobearish
Xanadu Quantum Revenue Increases Fourfold. Why the Stock Is Falling.

The hype around quantum computing continues to build, but for many players, it’s still a high-stakes waiting game. Quarterly results from Xanadu Quantum Technologies prove it. Xanadu’s net loss widened in the quarter to $20.6 million (28 cents a share) from $12.2 million (22 cents a share) a year ago.

IBM’s New AI Units And Services Reshape Enterprise Consulting Story
Simply Wall St.95d agoneutral
IBM’s New AI Units And Services Reshape Enterprise Consulting Story

IBM (NYSE:IBM) introduced a new Forward Deployed Units model, creating senior-led pods that combine consultants and AI agents for on-site client delivery. The company also launched two managed AI services on IBM Cloud, Red Hat AI Inference and OpenShift Virtualization, aimed at supporting real-time AI deployment and secure virtualization. These moves reflect IBM's focus on reinforcing its consulting and cloud delivery model around practical enterprise AI use cases. For investors watching...

Cisco surges on Q3 AI demand, while cutting 4,000 jobs in AI overhaul
Yahoo Finance Video95d agobullishVIDEO
Cisco surges on Q3 AI demand, while cutting 4,000 jobs in AI overhaul

Cisco Systems (CSCO) stock has surged by double-digits since reporting fiscal third quarter results in Wednesday's extended hours, topping Wall Street expectations with revenue of $15.84 billion and adjusted earnings of $1.06 per share. This comes after the cloud operator laid off 4,000 workers as part of a new AI-focused restructuring. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma take a closer look at the AI demand propelling Cisco, the cloud operator's outlook, and its recent job cuts.

Barrington Research Sees Slower Sales Activity at The Hackett Group (HCKT) Following Q1
Insider Monkey95d agoneutral
Barrington Research Sees Slower Sales Activity at The Hackett Group (HCKT) Following Q1

The Hackett Group, Inc. (NASDAQ:HCKT) is included among the 12 Best Micro-Cap Dividend Stocks to Buy Now. On May 7, Barrington analyst Vincent Colicchio lowered the firm’s price recommendation on The Hackett Group, Inc. (NASDAQ:HCKT) to $16 from $17. It reiterated an Outperform rating on the shares. The firm said it reduced estimates following the […]

International Business Machines Corporation (IBM): Using Blockchain to Build Trust In AI
Insider Monkey96d agoneutral
International Business Machines Corporation (IBM): Using Blockchain to Build Trust In AI

International Business Machines Corporation (NYSE:IBM) is one of the most undervalued blockchain stocks to buy now. On May 5, International Business Machines Corporation (NYSE:IBM) announced a broad expansion of its products and capabilities at its Think 2026 conference. In all this, there was a big focus on AI. For instance, the company unveiled expanded capabilities […]

Why Accenture Plc (ACN) Joining Hedera Council Matters
Insider Monkey96d agoneutral
Why Accenture Plc (ACN) Joining Hedera Council Matters

Accenture Plc (NYSE:ACN) is one of the most undervalued blockchain stocks to buy now. Accenture Plc (NYSE:ACN) has joined the Hedera Council as it looks to contribute trust to enterprise AI. According to an April 30 press release, Accenture will operate a Hedera network consensus node and contribute to the governance of the Hedera public […]

Russell 1000 Dividend ETF Hits $125 as Johnson & Johnson Leads The Safety Test
24/7 Wall St.96d agobearish
Russell 1000 Dividend ETF Hits $125 as Johnson & Johnson Leads The Safety Test

The SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) harvests income from large-cap American stocks by screening the Russell 1000 for companies combining high yield with quality and low financial risk. With ONEY trading near $125 and up about 20% over the past year, the question for holders is whether the distributions backing that performance are ... Russell 1000 Dividend ETF Hits $125 as Johnson & Johnson Leads The Safety Test