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Trump Gave Intel $8.9 Billion. Now Taxpayers Are Buying IBM
24/7 Wall St.83d agobullish
Trump Gave Intel $8.9 Billion. Now Taxpayers Are Buying IBM

The markets were stunned last July when the Trump administration announced it was investing $400 million into rare earths miner MP Materials (NYSE:MP) to bolster domestic rare earth production. A month later came an even bigger surprise: roughly $8.9 billion directed toward Intel (NASDAQ:INTC). The stock market has spent decades operating under a simple assumption ... Trump Gave Intel $8.9 Billion. Now Taxpayers Are Buying IBM

Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out
24/7 Wall St.83d agoneutral
Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out

Intuitive Surgical’s da Vinci 5 surgical platform, which began shipping in earnest on April 1, 2026, runs on 10,000 times the computing power of the da Vinci Xi and was co-engineered with NVIDIA’s Isaac platform. That is a working hospital robot, on the floor, today, that needed an AI compute stack nobody had five years ... Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out

IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?
24/7 Wall St.83d agobullish
IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?

Shares of International Business Machines (NYSE:IBM) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today. Oracle (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), and Hewlett Packard Enterprise (NYSE:HPE) are providing mixed results and falling behind IBM stock. The setup is striking because IBM stock has been the ... IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?

IBM, Quantum Stocks Jump on U.S. Government Grants
The Wall Street Journal84d 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
Reuters84d 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.84d 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