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Analyst cuts Circle stock price target ahead of earnings
TheStreet6d agobearish
Analyst cuts Circle stock price target ahead of earnings

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 (CRCL) Stock Looks Expensive Despite Its 68% One Year Fall
Simply Wall St.6d agobearish
Circle (CRCL) Stock Looks Expensive Despite Its 68% One Year Fall

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...

Big Banks Cash In, IBM Crashes Out
Motley Fool11d agobearish
Big Banks Cash In, IBM Crashes Out

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.

Capex fears trigger biggest Tech sell-off since 'Liberation Day'
Yahoo Finance Video12d agobearishVIDEO
Capex fears trigger biggest Tech sell-off since 'Liberation Day'

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.

IBM misses Q2 estimates, trims full-year revenue growth outlook
Proactive13d agobearish
IBM misses Q2 estimates, trims full-year revenue growth outlook

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 (NYSE:IBM) Misses Q2 CY2026 Sales Expectations
StockStory13d agobearish
IBM (NYSE:IBM) Misses Q2 CY2026 Sales Expectations

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 cuts yearly revenue growth forecast as customers prioritize AI infrastructure spending
Reuters13d agobearish
IBM cuts yearly revenue growth forecast as customers prioritize AI infrastructure spending

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 25% crash reveals AI’s hidden corporate casualty
TheStreet16d agobearish
IBM’s 25% crash reveals AI’s hidden corporate casualty

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 ...