A drawdown this deep has turned a modest payout into a 3%-plus yield. The arithmetic behind it is worth checking.
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Circle Internet Group (NYSE: CRCL) is a popular cryptocurrency firm that is best known for its USDC stablecoin. It recently acquired IBM's blockchain patent portfolio, adding more than 680 patent families and nearly 1,000 issued patents worldwide to its intellectual property. The company is ...
Circle Internet Group stock has fallen sharply over the past year, and recent valuation checks suggest the shares look expensive rather than like a clear bargain. Regulatory headlines and acquisition activity keep the story in focus, but the key question for investors is how these developments compare to what you are paying for the stock today. Circle Internet Group is down 67.8% over the past year, which puts recent price action and sentiment at the center of any valuation...
US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...
Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.
The same infrastructure investments that stalled one tech giant's software deals could fuel another's.
IBM gave investors a heads-up about the upcoming quarter, as pre-released earnings were below analyst expectations, raising questions about the spending priorities of IBM’s clients.
Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.
While other tech giants spend on AI data centers, Big Blue aims to keep selling mainframes and pour profits into quantum computing.
IBM stock could be stuck in the penalty box for some time after its Q2 earnings pre-release sent shares tumbling.
IBM's Q2 earnings met estimates, but delayed software deals and weaker mainframe sales drove a revenue miss and lower 2026 growth guidance.
International Business Machines Corp (NYSE:IBM) shares were set to open about 2% lower on Thursday after the technology company reported second-quarter revenue and adjusted earnings that missed Wall Street expectations while lowering its full-year constant currency revenue growth...
IBM’s earnings pre-announcement sent the stock into a tailspin but Wall Street isn’t giving up just yet.
The company now expects constant-currency revenue growth of 4% to 5% for 2026, down from a prior forecast of over 5%
The tech giant lowered its sales forecast after a soft quarter but maintained confidence that AI will fuel long-term growth.
Technology and consulting giant IBM (NYSE:IBM) fell short of the market’s revenue expectations in Q2 CY2026 as sales only rose 1.1% year on year to $17.16 billion. Its non-GAAP profit of $2.93 per share was in line with analysts’ consensus estimates.
IBM's Q2 prerelease for results last week had already lowered expectations for Wednesday's results.
Investing.com -- International Business Machines Corporation (NYSE:IBM) reported second-quarter results that fell short of analyst expectations, though shares rose 3% as the company had issued a profit warning last week.
IBM cut its annual revenue growth forecast on Wednesday, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused data-center gear at the expense of its software and mainframe computers. The company also missed profit and revenue expectations for the second quarter ended June 30, but executives sought to reassure shareholders that customers prioritized spending on AI in the quarter but were not looking to move away from mainframes in the longer term. CEO Arvind Krishna said last week IBM had "faltered" in adapting and "numerous large deals" had slipped, sending the company's shares down 25%, its steepest one-day fall in more than a century.
IBM’s earnings pre-announcement sent the stock into a tailspin but Wall Street isn’t giving up just yet.
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.
Time for IBM to explore a different future?
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-
The biggest concern among investors is that IBM will lower its full-year 2026 guidance when it releases its full, official Q2 report.
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 ...
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.