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Jim Cramer Recommends IBM Over Xanadu Quantum
Insider Monkey63d agoneutral
Jim Cramer Recommends IBM Over Xanadu Quantum

Xanadu Quantum Technologies Limited (NASDAQ:XNDU) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. When a caller expressed bullishness on the stock, Cramer replied: No, no, no, that makes no money. It’s another one of these quantum ones that I don’t… Buy IBM if you want […]

IBM CEO: AI Won't Necessarily Lead To Smaller Headcount
Bloomberg64d agoneutralVIDEO
IBM CEO: AI Won't Necessarily Lead To Smaller Headcount

IBM CEO Arvind Krishna discusses IBM's significant $10 billion investment in quantum computing, a faster form of AI. Krishna also noted a $1 billion federal government commitment to build a chip fabrication facility in Albany, New York, illustrating a strong collaboration between public and private sectors. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now
24/7 Wall St.64d agoneutral
Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now

International Business Machines (NYSE:IBM) is a stock worth owning for decades because it pairs a 110-year operating history with a recurring-revenue software and infrastructure engine that is now compounding cash at an accelerating pace. IBM is built for retirement portfolios that need durability, income, and survivability across every market cycle, not narrative-driven upside. Pillar One: ... Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now

IBM CEO Krishna on Quantum Advantage, Profit Strategy
Bloomberg64d agoneutralVIDEO
IBM CEO Krishna on Quantum Advantage, Profit Strategy

IBM CEO Arvind Krishna says he's excited about the potential uses for quantum computing. Speaking with Romaine Bostick at the Mizuho Technology Conference in New York, Krishna also comments on the Trump administration's investment in the company, the utilization of AI and IBM's profit strategy.

IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing
24/7 Wall St.64d agoneutral
IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing

At $280.82, IBM (NYSE:IBM) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case. IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM ... IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing

How Much Upside Can ORCL Stock Deliver?
Trefis64d agoneutral
How Much Upside Can ORCL Stock Deliver?

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Will Oracle's AI Gamble Pay Off This Quarter?
Trefis64d agoneutral
Will Oracle's AI Gamble Pay Off This Quarter?

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

IBM AI Upskilling Push Tests Long Term Growth Story For Investors
Simply Wall St.65d agoneutral
IBM AI Upskilling Push Tests Long Term Growth Story For Investors

IBM (NYSE:IBM) has expanded its free IBM SkillsBuild program in the UK with a new AI learning pathway for workers at all career stages. The company is a founding partner in the UK government's AI Skills Hub, supporting a target to upskill 10 million workers by 2030. IBM also launched the global AI Builders Challenge, giving university students hands on experience building AI solutions with IBM tools. For investors watching IBM at a share price of $284.84, this push into AI training and...

Here is why Alphabet Inc. (GOOGL) Is Among the Best Chase Coleman Stocks to Invest In
Insider Monkey65d agoneutral
Here is why Alphabet Inc. (GOOGL) Is Among the Best Chase Coleman Stocks to Invest In

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, IBM (IBM), together with Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud, launched a new Google Cloud Practice to enhance enterprise AI scaling alongside core system modernization. The new practice integrates IBM Consulting Advantage with Google Cloud’s Gemini […]

Jim Cramer on IBM: “I Like It Very Much, But It’s Up On a Spike”
Insider Monkey65d agoneutral
Jim Cramer on IBM: “I Like It Very Much, But It’s Up On a Spike”

International Business Machines Corporation (NYSE:IBM) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. A caller asked whether the company can generate sufficient earnings growth to justify its current valuation, given that the stock trades at or above $300. Cramer commented: Oh, okay… […]

What's Happening With BigBear.ai Stock?
Trefis65d agoneutral
What's Happening With BigBear.ai Stock?

BigBear.ai (BBAI) is a company telling very different stories right now. A story is told by the stock ticker, which shows a return of -31.1% over the last six months, a period when the broader S&P 500 gained +10.0%. Another story comes from management, which insists its strategy of providing “mission-ready AI” to national security and commercial clients is working.

Alphabet Extends Gemini AI Deeper Into Enterprises With New Cloud Deals
Simply Wall St.67d agoneutral
Alphabet Extends Gemini AI Deeper Into Enterprises With New Cloud Deals

Alphabet (NasdaqGS:GOOGL) has entered new multi year Google Cloud partnerships with Lovable, EQT, and IBM. The agreements focus on expanding access to Gemini AI models and Google Cloud infrastructure for hundreds of enterprises. The collaborations aim to extend AI adoption beyond hyperscaler data centers into enterprise software and private equity portfolios. Alphabet, trading at around $368.53, has seen very large gains of about 204% over the past 3 years and about 205.8% over the past 5...

IBM Links Google Cloud AI Push With Long Term Quantum Ambitions
Simply Wall St.67d agoneutral
IBM Links Google Cloud AI Push With Long Term Quantum Ambitions

IBM (NYSE:IBM) and Google Cloud announced a major AI partnership centered on a new IBM Google Cloud Practice for enterprise customers. The collaboration focuses on combining IBM Consulting and the IBM watsonx AI and data platform with Google Cloud's Gemini models to help organizations build and scale AI agents in production. In parallel, IBM released what it describes as the world's first quantum centric supercomputing reference architecture and expanded quantum R&D with ETH Zurich, backed...