International Business Machines Corporation (IBM)
IBM Clears Major Hardware Hurdle on the Path to Its Quantum Supercomputer
IBM says it has linked and cooled two cryogenic modules, laying the groundwork for an ultra-powerful quantum system with hundreds of chips.
IBM: Big Blue Sees Red Hat; Mainframe Headwinds, Software Tailwinds
International Business Machines Corporation is rated a cautious Buy, appearing fairly valued after a sharp drop driven by a 42% Q2 2026 mainframe sales decline. Software, now 45% of revenue and 80% recurring, is IBM's main growth engine, with Red Hat and automation segments offering durable expansion opportunities. IBM's acquisition-driven hybrid and multi-cloud software strategy is compelling, but high purchase multiples leave little margin for execution error.
IBM's Strengths Are The Reason to Buy Today at $234
IBM (NYSE:IBM | IBM Price Prediction) at $234.32 is a Buy.
AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?
IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.
IBM partners with OpenAI to bolster enterprise AI push
IBM on Thursday announced its partnership with OpenAI to bring the AI company's models and tools to more enterprise customers, opening another avenue for OpenAI to connect with some of the world's largest companies through IBM's global consulting business as competition for corporate AI spending intensifies.
What IBM's Quantum Breakthrough Means for the $100 Million CFO
CFOs with a soft spot for science fiction have traditionally viewed quantum computing as something both intriguing conceptually and consequential enough to monitor.
Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?
IBM's $240 million Together AI deal is set to expand AI cloud infrastructure with NVIDIA systems, targeting high-performance inference and long-term growth.
Wall Street Lunch: Trump's MMR Split Plan Faces FDA, Manufacturing Hurdles
Merck (MRK) and GSK face regulatory and manufacturing hurdles to producing individual MMR vaccines, with FDA approval likely to take years. IBM (IBM) is deepening its AI capabilities by integrating OpenAI models into its consulting platform, targeting enterprise AI and cybersecurity solutions.
IBM's CEO Just Did the Math on AI Spending — and the Numbers Don't Add Up
Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon ( NASDAQ:AMZN | AMZN Price Prediction ), Alphabet ( NASDAQ:GOOG ), Microsoft ( NASDAQ:MSFT ), and Meta Platforms ( NASDAQ:META ) combined, up 77% from $410 billion just last year.
IBM's Post-Collapse Rebound: A Complex Risk Reward Profile Today at $233
At $233.43, IBM (NYSE:IBM | IBM Price Prediction) sits in an unresolved setup.
IBM: New And Agile Is Nice, But Don't Underestimate Classic Size And Power
One who appreciates business/market history might recall IBM as a hot MBA destination but also as an a lackluster lumbering overly bureaucratic giant — like many other big caps. Starting in the 1980s and continuing beyond, these business sloths slimmed down and reinvented themselves, thus turning the S&P 500 into the super index we revere today. IBM was among that crowd. But being in a complex tech business, it took IBM longer to reinvent itself. But by now, IBM has become a modern powerhouse.
Can IBM's Sovereign AI Solutions for India Propel the Stock Higher?
IBM's sovereign AI partnership with Sarvam targets India's public sector, while hybrid cloud demand and rising estimates support growth prospects.
