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IBM well-positioned to benefit from enterprise AI demand
Proactive97d agoneutral
IBM well-positioned to benefit from enterprise AI demand

International Business Machines Corp (NYSE:IBM) is well-positioned to accelerate software growth and capitalize on enterprise AI adoption, according to Jefferies analysts following the company’s Think 2026 conference in Boston. The brokerage said it came away constructive on IBM’s longer-term...

IBM Price Target Lowered by $30
Insider Monkey97d agoneutral
IBM Price Target Lowered by $30

With an annual dividend yield of 3.02%, International Business Machines Corporation (NYSE:IBM) is included among the 12 Best Blue Chip Dividend Stocks to Buy Now. International Business Machines Corporation (NYSE:IBM) is a provider of global hybrid cloud and AI and consulting expertise. On May 7, RBC Capital trimmed its price target on International Business Machines Corporation (NYSE:IBM) […]

Kyndryl Q4 Earnings Call Highlights
MarketBeat98d agoneutral
Kyndryl Q4 Earnings Call Highlights

Kyndryl (NYSE:KD) reported flat full-year fiscal 2026 revenue on a reported basis and outlined a fiscal 2027 outlook that reflects continued pressure from longer sales cycles and changes in how customers buy IBM-related technology, while management emphasized margin expansion, cash generation and gr

IBM Lawsuit Over Black Executive Layoffs Tests Governance And ESG Story
Simply Wall St.99d agobearish
IBM Lawsuit Over Black Executive Layoffs Tests Governance And ESG Story

IBM (NYSE:IBM) is facing a lawsuit that accuses the company of racially discriminatory layoffs targeting Black executives. The suit alleges a pattern of race based terminations tied to shifts in regulatory and compliance priorities. The case raises questions about IBM's diversity, equity, and inclusion practices and its internal governance controls. For investors following NYSE:IBM as a large enterprise technology and services provider, this case adds a social and governance angle to the...

Why International Business Machines (IBM) Is Leaning Into Sovereign AI and Governance
Insider Monkey99d agoneutral
Why International Business Machines (IBM) Is Leaning Into Sovereign AI and Governance

International Business Machines Corporation (NYSE:IBM) is one of the best data governance stocks to buy for AI compliance. The latest relevant update came on May 5, 2026, when International Business Machines Corporation (NYSE:IBM) announced the general availability of IBM Sovereign Core at its Think 2026 conference. IBM described the platform as a way to make […]

Jim Cramer Says “I Want You to Buy IBM”
Insider Monkey100d agobullish
Jim Cramer Says “I Want You to Buy IBM”

International Business Machines Corporation (NYSE:IBM) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. During the episode, a caller asked if the stock is a buy, sell, or hold. Cramer replied: I want you to buy IBM. I do not understand […]

Does IBM’s Think 2026 AI And Sovereign Cloud Push Change The Bull Case For IBM (IBM)?
Simply Wall St.101d agoneutral
Does IBM’s Think 2026 AI And Sovereign Cloud Push Change The Bull Case For IBM (IBM)?

At its Think 2026 conference in early May, IBM unveiled a broad suite of new enterprise AI, hybrid cloud, and sovereignty products, including upgrades to watsonx Orchestrate, the IBM Concert operations platform, and the now generally available IBM Sovereign Core. Together with fresh alliances spanning Aramco, LogicMonitor, MIT, and others, these launches highlight IBM’s push to make agentic AI, real-time data, and quantum-centric computing practical for large organizations with strict...

What Is Agentic AI? These Companies Sit Atop $4 Trillion Idea
Investor's Business Daily101d agoneutral
What Is Agentic AI? These Companies Sit Atop $4 Trillion Idea

Analysts at William Blair estimate the total addressable market of the agentic AI industry at about $4 trillion. What exactly is agentic AI, and how is it creating such massive expectations? Agentic artificial intelligence is the next stage in AI, a step above the commonly used chatbots that answer questions and try to solve problems.

Is It Time To Reassess Kyndryl (KD) After Its 65% Share Price Slide?
Simply Wall St.102d agoneutral
Is It Time To Reassess Kyndryl (KD) After Its 65% Share Price Slide?

If you are wondering whether Kyndryl Holdings is attractively priced or a value trap at its current level, this article will walk you through what the numbers are really saying about the stock. The share price closed at US$12.64, with returns of an 8.5% decline over 7 days, a 2.8% decline over 30 days, a 50.4% decline year to date, and a 65.5% decline over the past year, which may have changed how the market views its risk and reward profile. Recent coverage has largely focused on Kyndryl's...

IBM touts AI productivity gains and quantum milestones at Think conference
Proactive102d agoneutral
IBM touts AI productivity gains and quantum milestones at Think conference

International Business Machines Corp (NYSE:IBM) showcased sweeping advances in artificial intelligence and quantum computing at its annual Think 2026 conference in Boston this week, highlighting mounting productivity gains for enterprise customers and signaling that quantum advantage is within...

The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
24/7 Wall St.102d agoneutral
The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

Reuters102d agoneutral
Quantum Motion raises $160 million to build quantum computers from standard silicon transistors

Quantum Motion on Thursday said it raised $160 million to fund its effort to build a quantum computer that is ‌smaller, cheaper and more energy efficient than rivals using standard silicon chipmaking techniques. Quantum ‌computers hold the promise of solving problems that regular computing machines cannot. Unlike the transistors in an everyday computer that can only represent a zero or a one at any given time, a qubit can represent both at once.

Reuters103d agobearish
Kyndryl plans job cuts, forecasts pretax profit below estimates

Software provider Kyndryl said it would cut jobs as part of a new cost-saving plan and forecast annual ‌pretax profit below Wall Street estimates on Wednesday. • The cuts come after the software provider ⁠delayed the filing of its October-December report, made several management changes, and launched an accounting review over "potential weaknesses" found in its internal controls. ​Kyndryl did not disclose how ‌many jobs would be affected by the move.