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IBM, Quantum Stocks Jump on U.S. Government Grants
The Wall Street Journal85d agobullish
IBM, Quantum Stocks Jump on U.S. Government Grants

A handful of quantum-computing companies have been given grants that include U.S. government equity stakes, sending their shares higher in premarket trading: IBM is getting $1 billion of the $2 billion total package.

US to award $2 billion to quantum computing firms and take equity stakes, WSJ reports
Reuters85d agoneutral
US to award $2 billion to quantum computing firms and take equity stakes, WSJ reports

The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals ‌that include the U.S. government taking equity stakes, ‌the Wall Street Journal reported on Thursday, citing the Commerce Department. The ​department has agreed to give $1 billion of the package to IBM, while GlobalFoundries will receive $375 million, according to the report. The remaining firms, including D-Wave Quantum, Rigetti Computing and Infleqtion, ‌are expected to receive $100 ⁠million each, while startup Diraq may receive $38 million, according to the WSJ report.

These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors
24/7 Wall St.85d agoneutral
These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

The Dealmaking 3: IBM’s AI Sports Challenge, Athletes for Hope & The $192B Sports Tech Boom
CorpGov.com86d agoneutral
The Dealmaking 3: IBM’s AI Sports Challenge, Athletes for Hope & The $192B Sports Tech Boom

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow breaks down this week’s three biggest deals at the intersection of sports, technology, and philanthropy. IBM launches its 2026 Sports Tech Startup Challenge at Web Summit Vancouver — a global initiative targeting AI startups from Seed to Series B, with showcases in Rio […] The post The Dealmaking 3: IBM’s AI Sports Challenge, Athletes for Hope & The $192B Sports Tech Boom appeared first on CorpGov.

IBM Expands AI Security With Anthropic Partnership And Open Source Focus
Simply Wall St.86d agobullish
IBM Expands AI Security With Anthropic Partnership And Open Source Focus

IBM (NYSE:IBM) has expanded its AI security portfolio, adding new AI-powered security services aimed at detecting and responding to AI-driven cyber threats. The company has entered a partnership with Anthropic to support Project Glasswing, which focuses on securing open-source software across critical infrastructure. These developments are intended to strengthen defenses against AI-enabled attacks and support shared vulnerability discovery and remediation across the wider security...

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice
24/7 Wall St.86d agoneutral
XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
Simply Wall St.87d agoneutral
Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation

Oracle and IBM have agreed to expand their 40 year partnership to deliver new integrated AI and hybrid cloud solutions. The companies plan to launch these joint offerings in 2026, targeting demand from enterprises using multi cloud and AI workloads. The collaboration focuses on combining Oracle cloud and database strengths with IBM's hybrid cloud and services capabilities. For investors watching NYSE:ORCL, this move comes with the stock recently trading around $186.61, with a 1 year return...

3 Dow Jones Stocks We Find Risky
StockStory87d agoneutral
3 Dow Jones Stocks We Find Risky

The Dow Jones (^DJI) is made up of 30 of the most established and influential companies in the market. But even blue-chip stocks can struggle - some are dealing with slowing growth, outdated business models, or increasing competition.

IBM (IBM) Valuation Check After Recent Share Price Weakness
Simply Wall St.87d agoneutral
IBM (IBM) Valuation Check After Recent Share Price Weakness

Recent performance context for IBM stock International Business Machines (IBM) has seen mixed share performance recently, with the stock up 1.6% over the past day yet down around 12% over the past month and about 14% over the past year. See our latest analysis for International Business Machines. With the share price at US$222.75 after a 1-day share price return of 1.6%, IBM’s recent momentum still looks weaker, given the share price has fallen over 20% year to date while the 5-year total...

RBC Capital Markets Lowers IBM PT while Keeping Bullish Rating
Insider Monkey87d agoneutral
RBC Capital Markets Lowers IBM PT while Keeping Bullish Rating

International Business Machines Corporation (NYSE:IBM) is included among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026. On May 7, RBC Capital Markets lowered its price recommendation on International Business Machines Corporation (NYSE:IBM) to $300 from $330. It reiterated an Outperform rating on the stock. The firm updated its […]

Kyndryl’s Q1 Earnings Call: Our Top 5 Analyst Questions
StockStory89d agoneutral
Kyndryl’s Q1 Earnings Call: Our Top 5 Analyst Questions

Kyndryl’s first quarter results were met with a negative market reaction, as the company posted flat year-on-year revenue while its non-GAAP profit per share fell significantly below Wall Street’s expectations. Management attributed the quarter’s performance to prolonged sales cycles and evolving customer purchasing behaviors, particularly in relation to IBM partnerships. CEO Martin Schroeter noted that customers are increasingly deliberate in IT decision-making as they balance modernization and