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Investing.com30d agobearish
IBM plunges 19% as memory capex squeeze derails Q2 earnings

Investing.com --IBM’s preliminary second-quarter results delivered a gut punch to investors, sending the stock down 19% on Tuesday morning as a massive, industry-wide shift in hardware capital expenditure (capex) cannibalized the company’s high-margin software business.

IBM expects second-quarter revenue below estimates
Reuters30d agoneutral
IBM expects second-quarter revenue below estimates

IBM said ‌on ‌Tuesday it expects ​second-quarter revenue of $17.2 billion, according ‌to ⁠preliminary results. Analysts expect ⁠the company to ​report ​revenue ​of $17.86 billion, ‌according to data compiled by LSEG. Shares of ‌the ​company ​fell ​14% ‌in premarket trading.

Jim Cramer Says Buy IBM Right Now: Here Is Why Arvind Krishna Has This Stock Undervalued
24/7 Wall St.31d agobullish
Jim Cramer Says Buy IBM Right Now: Here Is Why Arvind Krishna Has This Stock Undervalued

At $292.59, International Business Machines (NYSE:IBM) is a Buy, echoing Jim Cramer’s call on Mad Money after a viewer asked for a verdict on the stock. Cramer called IBM inexpensive, praised CEO Arvind Krishna’s execution, and told viewers to buy some now and add on any panic dips. IBM sits at the intersection of enterprise ... Jim Cramer Says Buy IBM Right Now: Here Is Why Arvind Krishna Has This Stock Undervalued

Jim Cramer on IBM: “It’s Inexpensive and Arvind Krishna’s Doing a Fantastic Job”
Insider Monkey31d agoneutral
Jim Cramer on IBM: “It’s Inexpensive and Arvind Krishna’s Doing a Fantastic Job”

International Business Machines Corporation (NYSE:IBM) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Asking for Cramer’s opinion, a caller inquired if they should buy, sell, or hold the stock. He replied: I want you to buy the stock… of IBM. […]

Jim Cramer Is Still Recommending International Business Machines Corporation (IBM)’s Shares
Insider Monkey33d agoneutral
Jim Cramer Is Still Recommending International Business Machines Corporation (IBM)’s Shares

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. International Business Machines Corporation (NYSE:IBM) is one of the stocks discussed by Jim Cramer. International Business Machines Corporation (NYSE:IBM) is one of Jim Cramer’s favorite stocks. The shares are up by a modest 1.3% over the past […]

Is Palo Alto Networks' (PANW) AI Cost Push Reframing Its Cybersecurity Platform Ambitions?
Simply Wall St.33d agoneutral
Is Palo Alto Networks' (PANW) AI Cost Push Reframing Its Cybersecurity Platform Ambitions?

In recent days, Palo Alto Networks has highlighted expanded AI-driven cybersecurity initiatives, including new collaborations with IBM, Red Hat and Tenzai, along with the launch of its Idira identity security platform and continued growth in platformized customers. CEO Nikesh Arora’s public push for sharply lower AI token costs underscores both the economic hurdles to enterprise-scale AI adoption and Palo Alto Networks’ ambition to sit at the center of AI-powered security. We’ll now consider...

IBM (IBM) Launches Lightwell And Expands Bob For Enterprise Security And Modernization
Simply Wall St.33d agoneutral
IBM (IBM) Launches Lightwell And Expands Bob For Enterprise Security And Modernization

International Business Machines (NYSE:IBM) commercially launched Lightwell with Red Hat, an AI-driven platform for automated remediation of vulnerabilities in open source software dependencies. IBM also released a major update to its Bob agentic software development platform, adding AI-native modernization workflows for mainframe, IBM i, and Java environments. International Business Machines enters this news cycle with its stock at $287.56 and a 5.6% gain over the past 30 days. The...

Starbucks tries something it failed at before
TheStreet34d agoneutral
Starbucks tries something it failed at before

Ten months ago, in September 2025, Starbucks walked into 11,000 stores with NomadGo’s inventory Artificial Intelligence (AI) tool that promised 99% accuracy and counted up to eight times faster than a human. After 9 months, in May 2026, according to Reuters, an internal newsletter retired the ...