Notícias

(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi

“Companies are pouring money into AI, and they don’t always know what they’re getting out of it,” Apptio’s Bill Lobig said.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

International Business Machines has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

The new tool aims to link AI spending, including token costs, to business outcomes for clearer ROI measurement.

IBM has bounced sharply off its post-earnings collapse, but a securities fraud inquiry and crumbling mainframe sales are pulling against a software business growing at record pace. The question is whether that rebound is a buying opportunity or a trap investors cannot yet see clearly.

Stock market leadership just flipped. The Nasdaq Composite rose 0.1% after opening lower. Driving the Nasdaq’s move was a sharp turnaround in chip stocks; the iShares Semiconductor ETF rallied 1.8% after opening sharply lower.

ACN's multi-year Dabur deal embeds AI across data, operations and decision-making to drive efficiency, agility and profitable long-term growth.

Its correlation to the index leaves real room for its own story, and its up-day and down-day readings show what that story costs in swings.

International Business Machines (NYSE: IBM) received FedRAMP Moderate Authorization for its Maximo Application Suite SaaS offering, making it available for use by US federal agencies. The authorization covers cloud based asset management tools designed for regulated government environments. IBM and Red Hat launched the Lightwell program, which provides free open source security fixes and tools to universities and non governmental organizations. Together, these initiatives expand IBM's role...

Circle Internet Group (NYSE:CRCL) reported second-quarter total revenue and reserve income of $701 million, up 7% from a year earlier, as growth in USDC circulation and other revenue was partly offset by a lower reserve return rate. USDC circulation ended the quarter at $73.3 billion, increasing 19

All three major quantum computing pure-plays just snapped back 20% in a single week after a brutal summer selloff, and one looming industry milestone could make August the most important entry point in years.

Key Takeaways Jim Cramer said he plans to sell his Bitcoin after IBM CEO Arvind Krishna warned that quantum computing could threaten modern cryptography within ...

Moby summary of Kyndryl Holdings, Inc.'s Q1 2027 earnings call

Both hardware giants are riding the AI boom, but one has a dramatically larger backlog and a surprisingly cheaper valuation, making it the cleaner bet on the industry's future.

Kyndryl Holdings Inc (KD) reports 5% US revenue growth and 14% consult growth, while navigating persistent IBM-related revenue declines and workforce rebalancing charges.

RGTI joins HPE and PSC on a $5 million NSF-backed hybrid quantum-classical testbed set to begin construction in September 2026.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

PLTR lifted its 2026 revenue, profit and cash flow outlook as AI demand surged, but higher targets also raise the execution bar.

The last time he sold was in December 2022 with Bitcoin at $16,800. Will Jim's sales mark the bottom again?

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

(Bloomberg) -- Circle Internet Group Inc. reported second-quarter revenue that missed Wall Street expectations after circulation of its stablecoin USDC fell from a peak amid a protracted slide in cryptocurrency markets. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Spl

Jim Cramer says he will sell his Bitcoin after IBM's CEO warned quantum computers could crack crypto within four years.

International Business Machines has more than doubled investors' money over the past five years, yet its current valuation checks send mixed signals, with the intrinsic value estimate pointing to upside while the broader score remains on the low side. IBM has returned 109.3% over five years, which puts the recent share price in a very different place to where long term holders started. Expectations around quantum computing and AI driven services can support IBM's valuation, while execution...

On Thursday, International Business Machines Corp CEO Arvind Krishna said quantum computing could begin making a measurable contribution to the company’s revenue and profit by 2028 or 2029. IBM Sees Quantum Computing Driving Revenue and Profit Speaking on CNBC’s "Mad...

The CNBC host announced the decision on air after interviewing IBM CEO Arvind Krishna, asking him whether quantum computers could eventually crack the cryptography protecting his coins.

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

Beneath its blue-chip exterior, the market is pricing a remarkably wide range of outcomes for this consulting giant, and shareholders are carrying that full exposure.

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.