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Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.
Today, June 23, 2026, investors faced sharp volatility as rate-hike expectations and a South Korean tech sell-off rattled Wall Street.
CHICAGO—The Lake Michigan docks that once received iron ore for a 20th-century steel mill will accept a new delivery this summer aimed at fueling Chicago’s future: components of a quantum computer. The site of the former U.S. Steel mill, on a lakeside plot on the city’s South Side, is now a construction zone for a quantum-technology campus that local leaders hope will vault Chicago into the next high-tech era and accelerate Illinois’s economic growth. The Illinois Quantum and Microelectronics Park will host one of the largest quantum computing sites in the world, with companies aiming to commercialize technology harnessing the unique powers of nature’s smallest particles to process information in new ways.
Keep your head above water, if you can.

Yahoo Finance's Julie Hyman takes a closer look at some of Tuesday's trending tickers and stories, including JPMorgan (JPM) upgrading IBM (IBM), Carnival's (CCL) second quarter revenue missing estimates, and AMC (AMC) stock plunging.
IBM stock receives an upgrade to Buy at J.P. Morgan, with analysts citing growing confidence in its software business.
ServiceNow is leveraging partnerships with Inspira and IBM to expand AI governance capabilities and strengthen enterprise AI adoption.
CVLT's SaaS revenue surge, ARR gains and cyber resilience demand support its growth story, but fiscal 2027 growth and margin limits keep the setup balanced.
The quantum computing sector is broadly getting a boost from two new executive orders fast-tracking the technology.
The two companies are collaborating to help businesses identify and validate software vulnerabilities using OpenAI's AI capabilities
President Trump’s latest push into quantum computing is arriving at an interesting moment. Global technology stocks are under pressure, with weakness spreading across markets overseas and into U.S. premarket trading. Yet one corner of the tech sector is moving in the opposite direction. Quantum computing stocks are posting gains despite the broader sell-off. According to ... Trump’s 2 New Quantum Computing Orders Reignite the Next AI-Style Investing Boom
Enterprise security tools gain advanced AI capabilities.
Find insight on ASML, Getty Images, SGHand more in the latest Market Talks covering technology, media and telecom.
Pre-Market Stock Futures: Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike,
Federal Orders Renew Momentum Across the Quantum SectorQuantum-computing stocks moved higher in after-hours trading on Monday after U. S.
JPMorgan analyst Brian Essex upgraded IBM to ‘Overweight’ from ‘Neutral’ and also raised the price target on the stock to $291 from $270
IBM (NYSE:IBM) announced a partnership with OpenAI to integrate advanced AI cyber defense into enterprise workflows. The company introduced new application security services that use frontier AI to support software vulnerability detection and validation. The updates focus on applying large-scale AI models directly within client security operations and development pipelines. For IBM, this move sits at the intersection of two core focus areas: AI and enterprise security, where clients are...
President Donald Trump issued two executive orders aimed at accelerating public-private development of a scientifically functional quantum computer by 2028.
In the closing of the recent trading day, IBM (IBM) stood at $252.22, denoting a +1.25% move from the preceding trading day.
The consulting giant just slashed its forecast, sending shares to a new low. But behind the scenes, it's spending billions on a radical reinvention.
IBM on Monday said it has partnered with OpenAI to integrate frontier AI capabilities into enterprise security workflows, aiming to counter rapidly evolving cyber threats. Shares of the company rose 3.6% in trading after the bell. Here are a few details on the partnership: • IBM joined the OpenAI Daybreak Cyber Partner Program and is collaborating with the startup to integrate protective AI tools directly into business operations, helping companies identify and minimize their security risks.