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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Morgan Stanley Raises PT on International Business Machines (IBM) Stock
Insider Monkey47d agoneutral
Morgan Stanley Raises PT on International Business Machines (IBM) Stock

International Business Machines Corporation (NYSE:IBM) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Morgan Stanley lifted its price objective on the company’s stock to $267 from $225, and maintained an “Equal Weight” rating on the shares. As per the analyst, Dell and HPE earnings demonstrate that the enterprise server demand […]

ServiceNow (NOW) and IBM Announce Expanded Collaboration
Insider Monkey47d agoneutral
ServiceNow (NOW) and IBM Announce Expanded Collaboration

ServiceNow, Inc. (NYSE:NOW) is one of the best trending AI stocks to watch in 2026. ServiceNow, Inc. (NYSE:NOW) and IBM announced on June 11 an expanded collaboration to address two of the most significant barriers blocking enterprise AI at scale. These include the AI-ready data problem and the legacy application layer. Management stated that the […]

IBM (IBM) Unveils Sub 1 Nanometer Chip And Launches Anderon Quantum Foundry
Simply Wall St.47d agoneutral
IBM (IBM) Unveils Sub 1 Nanometer Chip And Launches Anderon Quantum Foundry

IBM announced a breakthrough sub-1 nanometer semiconductor chip using a new nanostack architecture, marking what it calls an industry first. The company also unveiled Anderon, a standalone quantum wafer foundry focused on quantum chip manufacturing in the US. These moves aim to advance AI computing hardware and support the buildout of quantum technology infrastructure. For investors watching International Business Machines (NYSE: IBM), these announcements come as the stock trades around...

ServiceNow (NOW) Stock Trades Up, Here Is Why
StockStory48d agoneutral
ServiceNow (NOW) Stock Trades Up, Here Is Why

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 8.5% in the afternoon session after investors bought the dip, as the market decided that the recent deep sell-off in software was overdone.

What Could Go Wrong For Accenture Stock?
Trefis48d agoneutral
What Could Go Wrong For Accenture Stock?

For anyone holding Accenture (ACN) stock, the past year has been a challenging year. The share price is down 58% over the past year, a clear signal that the market is pricing in challenges. The company’s response is a significant pivot, spending billions on acquisitions to find new growth. But this strategy carries its own significant risks, especially when the foundation of the business is looking less stable.

The Strain Inside Palantir Stock
Trefis48d agoneutral
The Strain Inside Palantir Stock

For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.

IBM quantum foundry plan adds to long-term hardware strategy: Wedbush
Proactive48d agoneutral
IBM quantum foundry plan adds to long-term hardware strategy: Wedbush

International Business Machines Corp (NYSE:IBM) unveiled new semiconductor technology featuring a sub-1 nanometer chip architecture, which Wedbush analysts see as a significant step in chip scaling as demand for artificial intelligence computing continues to grow. IBM said the sub-1 nm design...

3 Reasons to Avoid IBM and 1 Stock to Buy Instead
StockStory48d agobullish
3 Reasons to Avoid IBM and 1 Stock to Buy Instead

Over the past six months, IBM’s shares (currently trading at $258.55) have posted a disappointing 15.3% loss, well below the S&P 500’s 6.2% gain. This may have investors wondering how to approach the situation.

Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy
24/7 Wall St.48d agobullish
Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy

Washington is pouring real money into quantum, and the Q1 2026 reports from IonQ (NYSE:IONQ) and IBM (NYSE:IBM) show why that matters. IonQ posted $64.67 million in revenue, up 755% year over year. IBM delivered $15.92 billion, up 9.46%. Same tailwind, two completely different financial realities. Hypergrowth on Borrowed Time vs. Cash Machine on Cruise ... Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy

IBM stock surged again: The reason sounds like sci-fi
TheStreet49d agobullish
IBM stock surged again: The reason sounds like sci-fi

IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...

No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway
24/7 Wall St.49d agoneutral
No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway

The semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk transistors to pack more computing power onto ever-smaller chips, but that strategy is running out of room. At today’s leading-edge process nodes, components are measured in just a handful of atoms. Heat, power leakage, and manufacturing complexity have ... No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway

IBM stock just got powerful new price target from Wall Street
TheStreet49d agoneutral
IBM stock just got powerful new price target from Wall Street

June 23 gave me three reasons to pay closer attention to International Business Machines (IBM), also known simply as “Big Blue.” All three arrived together in a period of less than 48 hours. June 23, JPMorgan analyst Brian Essex upgraded IBM to Overweight from Neutral, raising his price target to ...