International Business Machines Corporation (IBM)
Mythos was the critical trigger for IBM's open-source cybersecurity push, Krishna says
IBM is investing $5 billion into a new cybersecurity push to address vulnerabilities in open-source software. CEO Arvind Krishna said the launch of Anthropic's Mythos was the "critical triggering factor.
IBM says to boost open-source security with $5 bn project
American tech giant IBM and its IT services subsidiary Red Hat said Thursday that they would deploy billions of dollars and thousands of staff to secure open source software against new cybersecurity threats.
IBM: Why AI Is An Opportunity Not A Threat, Raising My Price Target
IBM is reiterated as a "Buy," with a raised price target of $280, reflecting strong Q1 results and robust free cash flow. Q1 saw 10% revenue growth, a 19% EPS increase, and record Q1 free cash flow margins, supporting confidence in the FY 2026 outlook. Management maintained FY 2026 guidance for >5% top-line growth and ~$1 billion annual FCF increases, with accelerating EPS growth into the mid-teens.
Forward S&P 500 Earnings Estimates Power Higher Once Again; Quick Notes On IBM And Ford
One key part of last week's blog post was the late 1990s “tech market cap vs. earnings (EPS) weight”. Today, the tech sector's market cap is roughly 37%, versus the earnings weight of 30.8%, while in March 2000, the tech sector's market cap weight was 33-35%, while the earnings weight was just 13%. For semiconductors and semi-cap equipment, which has been the tech sector's juice this year, the semiconductors complex's market cap weight is 18.7%, while its earnings weight in mid-May '26 is 15.1%. There is still no slowdown in forward EPS estimates for the S&P 500.
Ferrari is using IBM's AI to create F1 superfans
Two years ago, IBM realized there was one glaring omission in its roster of sports partnerships: Formula One.
IBM could be a big winner as quantum computing moves out of the science-fiction realm
The new era of quantum computing will happen, IBM says, as it sees nothing fundamentally to stop it.
IBM (IBM) Up 9.5% Since Last Earnings Report: Can It Continue?
IBM (IBM) reported earnings 30 days ago. What's next for the stock?
IBM shares extend rally as Wedbush calls US quantum investment a "new catalyst"
International Business Machines Corp (NYSE:IBM) shares are on track to close the week nearly 18% higher after the US Department of Commerce's $2 billion quantum computing investment package, which Wedbush analysts called a significant new catalyst for the industry. IBM confirmed it would work with the US government to develop the country's first quantum chip foundry, with the Commerce Department committing $1 billion and IBM matching that figure with its own capital.
IBM Stock Jumps Again. The Quantum Rally Has Legs.
Pure-play quantum stocks including D-Wave, Infleqtion, and Rigetti were also rising ahead of Friday's opening bell.
IMB surges as White House agrees $1bn investment in quantum computing foundry
Shares in International Business Machines Corp (NYSE:IBM) jumped 6.4% on Thursday, helping pull the Dow Jones out of early losses after the White House agreed to support a new quantum chip manufacturing venture with $1 billion of funding. The Department of Commerce confirmed it had signed a letter of intent to back the creation of Anderon, a standalone company that will build what it described as America's first “pure-play quantum foundry”.
IBM, QBTS, other quantum stocks surge after report of $2B Trump funding push
Quantum-computing stocks surged in premarket trading on Thursday after a Wall Street Journal report said the Trump administration plans to award roughly $2 billion in grants to nine quantum technology companies, marking one of the biggest government pushes yet into the emerging industry. Shares of IBM (IBM) rose about 7% before the opening bell, while GlobalFoundries jumped roughly 14%.
IBM and Quantum Stocks Jump on Trump Administration Funding Pact. What We Know.
IBM says it plans to create ‘America's first pure-play quantum foundry' in collaboration with the Commerce Department.
