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The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how it services & consulting stocks fared in Q1, starting with IBM (NYSE:IBM).
IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.
Wall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel. The spotlight will be on Wednesday's earnings from Alphabet Inc...
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.
Time for IBM to explore a different future?
IBM's Q2 Consulting revenues may rise year over year as AI, cloud and cybersecurity offerings support demand for technology consulting and transformation services.
IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.
Evaluate the expected performance of IBM (IBM) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
An earnings scare has sent the stock reeling, hitting a new 52-week low along the way.
Its drawdowns have matched the market's, and recoveries have sometimes taken years, a crucial risk for today's shareholders to internalize.
RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.
US stock futures pointed higher on Monday as attention turned to a bumper week of Big Tech earnings, even with the US-Iran conflict grinding into its tenth day. Dow futures edged up 0.2%, S&P 500 contracts added 0.3%, and the Nasdaq-100 popped 0.7%, a welcome bounce after a bruising week...
July 20 (Reuters) - U.S. stock index futures rose slightly on Monday, following last week's chip-stocks-led pullback, as investors awaited a key slate of earnings that could test Wall Street's AI-
Today Earnings (a.m.): Domino’s Pizza, AMC Entertainment Holdings Earnings (p.m.): Steel Dynamics Economic data: U.S. leading economic indicators report for June Tomorrow Earnings: General Motors, ...
AI spending narrative dominated markets as investors favored chipmakers and infrastructure firms while software stocks faced pressure.
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
The biggest concern among investors is that IBM will lower its full-year 2026 guidance when it releases its full, official Q2 report.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from Alphabet (GOOG, GOOGL), Tesla (TSLA), General Motors (GM), and Intel (INTC).
IBM (NYSE:IBM) has joined Unipart Group Limited and KBR, Inc. to form the Team ORION alliance. The alliance will deliver advanced logistics and resilient digital frameworks to the UK Ministry of Defence. The agreement positions IBM as a core technology provider in a mission critical government contract focused on defense digital transformation. For investors watching IBM, Team ORION adds a new angle to the company’s focus on hybrid cloud, software and consulting. Defense customers often...
IBM’s board faced an uncomfortable decision after learning that the company’s second quarter had fallen well short of expectations. Directors can now take a breather and wait until the scheduled earnings release and let executives explain the results in detail. Or they could warn investors ...
After a steep post-update decline, IBM now has one earnings report to rebuild investor confidence.
Markets face a potentially volatile week as AI bubble fears intensify amid concerns that technology sector repricing has not yet reached equilibrium, coinciding with earnings season ramping dramatically through late July.
With Oppenheimer's downgrade and a complete withdrawal of its price target following IBM's 25% single-day post-earnings drop, where will IBM go from here? Investors are wondering.
International Business Machines Corporation (NYSE:IBM) lost 25.2% on July 14, erasing about $68 billion in market value in the stock’s worst session on record. At first glance, the sell-off appears contradictory amid the still-robust AI investment cycle. Gartner expects worldwide AI spending to jump 47% to $2.59 trillion in 2026, with $1.43 trillion going to […]
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.
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