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IBM (IBM) Matches Q2 Earnings Estimates
Zacks13d agoneutral
IBM (IBM) Matches Q2 Earnings Estimates

IBM (IBM) delivered earnings and revenue surprises of 0.00% and -0.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Advanced chipmaking tool arrives at New York state innovation hub
Reuters15d agoneutral
Advanced chipmaking tool arrives at New York state innovation hub

The first components of an ASML next-generation chipmaking tool arrived ‌at New York state's Albany NanoTech Complex on ‌Tuesday, the governor's office said. The NanoTech complex will use the tool to conduct ​research and development on future forms of chip design and manufacturing. The NanoTech facility is the only one of its kind in North America, according to NY Creates Director Dave Anderson, and ‌is similar in ⁠scope and focus to Europe's Imec, which operates in Belgium.

Don't Get 'IBM'd.' Why Size Matters Even In Blue Chip Stocks.
Investor's Business Daily16d agoneutral
Don't Get 'IBM'd.' Why Size Matters Even In Blue Chip Stocks.

IBM stock's dramatic loss last week, fueled by a big earnings and revenue miss, is forcing investors to reconsider whether their position sizes are appropriate for the stock and the market environment. IBM stock piqued the interest of investors after a late May rally when the tech giant won a federal quantum computing grant. The stock soared to a high of 332.46 in June, but reversed some of those gains afterward. The stock is typically considered a steady, blue-chip entry into technology, enjoying institutional support from the market.

Chip Stocks Regain Ground, Powering Nasdaq
The Wall Street Journal16d agoneutral
Chip Stocks Regain Ground, Powering Nasdaq

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

Big Blue Blues
The Wall Street Journal17d agoneutral
Big Blue Blues

Plus, what happens when you give an AI agent access to your passwords, tech executives fear for their lives amid AI backlash, how not to charge your phone, and more.

Bloomberg17d agoneutral
Big Tech Needs to Justify AI Spending as Investors Dump Stocks

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

IBM CEO Arvind Krishna Has Nowhere to Hide From AI
The Wall Street Journal18d agoneutral
IBM CEO Arvind Krishna Has Nowhere to Hide From AI

The problem for IBM Chief Executive Arvind Krishna is that things are going too fast and too slow—all at the same time—and he’s stuck in the middle. Krishna bet big on a hybrid-cloud approach in response to the rise of hyperscalers and has long sold investors on IBM’s role in quantum computing—a next-generation technology he says is three to five years away. While the biggest tech companies’ cloud businesses have helped position them to adapt to AI, many, like Krishna, find themselves trying to manage legacy businesses even as they struggle to keep pace with emerging, pure-play rivals.

Investing.com18d agoneutral
Investing.com’s stocks of the week

Investing.com -- Profit-taking in AI names, a decline in IBM, and a disappointing Netflix outlook have helped push markets lower this week, while rising oil prices offered one of the few pockets of strength.