
IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.

Accenture (ACN) stock has gone down for a year while the market has gone up. At around $190, it sits toward the cheap end of its own ten-year history on earnings. The risk sits in what those earnings are made of.

IBM's Jonathan Adashek joins NYSE Floor Talk

Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.

The U.S. Energy Department launches Quantum Genesis Q, a competition to build an error-corrected, ‘scientifically relevant’ quantum computer.

Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.

Doctor-CEO Oliver Kharraz explained why healthcare keeps humbling corporate giants.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.

Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.

IBM's Software growth slows in Q2, but recurring revenue, Red Hat and Data gains may help offset weakness in Transaction Processing.

Nokia and IBM have spent five years chasing similar returns, but their bets on where AI infrastructure spending lands could not be more different, and 2026 is forcing a reckoning between the two approaches.

Buffett dropped some useful investing wisdom at a Berkshire Hathaway meeting back in 1999.

Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes.

International Business Machines (NYSE: IBM) said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into...

International Business Machines has given long term holders a strong run over the past few years, yet after a sharp setback this year the question now is whether the current US$237.75 share price still lines up with the cash it is expected to generate. Recent headlines around quantum computing, AI governance and a major investigation into a recent earnings shortfall have further sharpened the focus on what IBM’s cash flows are really worth. Over the past 5 years the stock has returned...

International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.
A $1 billion federal award doubles disclosed funding, but contracted wafer demand remains unknown.

Ready for an artificial intelligence bot to buy things for you? Love it or hate it, the option is getting closer to reality thanks in part to a deal between Mastercard and fintech firm Alchemy. While Mastercard first announced its agentic payment framework back in 2025, the new deal links it to Alchemy’s agent infrastructure, which developers can use to enable their AI agents to buy stuff.

Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

The Commerce Department finalized the award, first announced in May, to support a 300-millimeter quantum wafer foundry in Albany, New York
Anderon is already running its first quantum wafers at a 300-millimeter New York foundry
Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that would nearly triple your money.

For too long, we have mistaken disruption for progress. Patients still struggle to find a doctor who takes their insurance.

Federal funding and IBM investment will support quantum wafer manufacturing and early production at the Albany, New York facility.

Two months after its public listing, IQM has agreed to sell a system to a research institution in Brazil.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.