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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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IBM (IBM) Stock Could Be 22.4% Below Fair Value as AI Narrative Builds
Simply Wall St.58d agoneutral
IBM (IBM) Stock Could Be 22.4% Below Fair Value as AI Narrative Builds

International Business Machines (IBM) stock has attracted attention after recent trading, with the shares last closing at US$268.71. Investors are reviewing how the company’s mix of software, consulting, infrastructure and financing shapes the current valuation. See our latest analysis for International Business Machines. Recent trading has been choppy, with International Business Machines posting a 22.53% 1 month share price return, while the share price is down 7.82% year to date. The 5...

IBM (IBM) Launches Big Replicate With Cirata To Tackle AI Data Bottlenecks
Simply Wall St.58d agoneutral
IBM (IBM) Launches Big Replicate With Cirata To Tackle AI Data Bottlenecks

IBM (NYSE:IBM) has formalized an OEM partnership with Cirata PLC to target petabyte-scale AI data orchestration. The company is launching the next generation of IBM Big Replicate, embedding Cirata Symphony technology for continuous data movement and AI-ready formats. The announcement introduces new capabilities aimed at operational continuity and governance for large enterprise AI workflows. For investors tracking IBM, this update sits at the intersection of data infrastructure and...

What Is The Market Really Expecting From PLTR Stock?
Trefis59d agoneutral
What Is The Market Really Expecting From PLTR Stock?

At $127.99, Palantir Technologies (PLTR) is being priced to deliver 33.3% revenue growth annually for the next 7 years simply to defend today's 134.3x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Top Banks Rush to Fill Chief AI Roles as Talent Jumps to Rivals
Bloomberg60d agobullish
Top Banks Rush to Fill Chief AI Roles as Talent Jumps to Rivals

(Bloomberg) -- Banks from Sydney to London are racing to fill the senior role of chief AI officer, a job that barely existed a year ago. Those in the position, however, say it might not be around for long.Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineUS and Iran Agree to Deal Halting War That Shook Middle EastWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewing TextUS Wants to Avoid Cong

Analyst Lifts IBM Price Target by $15. Here is Why
Insider Monkey61d agoneutral
Analyst Lifts IBM Price Target by $15. Here is Why

With an annual dividend yield of 2.50%, International Business Machines Corporation (NYSE:IBM) is included among the 12 High Yield Fortune 500 Stocks to Buy Now. International Business Machines Corporation (NYSE:IBM) is a provider of global hybrid cloud and AI and consulting expertise. On June 8, BofA analyst Wamsi Mohan boosted the firm’s price target on […]

ServiceNow IBM AI Alliance Targets Legacy Bottlenecks And Valuation Expectations
Simply Wall St.61d agoneutral
ServiceNow IBM AI Alliance Targets Legacy Bottlenecks And Valuation Expectations

ServiceNow (NYSE:NOW) and IBM are expanding their partnership to launch joint AI-focused solutions targeting legacy system modernization, enterprise data governance, and autonomous infrastructure operations. The new offerings are aimed at helping large enterprises address long standing obstacles to AI adoption at scale, including refactoring legacy applications, improving data quality and observability, and integrating end to end automation workflows. These joint solutions are expected to...

Should IBM’s US$10 Billion Quantum and AI Expansion Require Action From International Business Machines (IBM) Investors?
Simply Wall St.61d agoneutral
Should IBM’s US$10 Billion Quantum and AI Expansion Require Action From International Business Machines (IBM) Investors?

In early June 2026, IBM and partners announced a flurry of AI-focused moves, including Bell Integration’s IBM-powered Intelligent Managed Services platform, expanded IBM SkillsBuild AI training in the UK, new AI education challenges for students, and a US$10.00 billion quantum computing investment over five years. Together with fresh alliances such as IBM’s new Google Cloud Practice and a 3D AI agent partnership with three.ws, these initiatives underscore IBM’s push to embed its hybrid...

IBM ServiceNow Alliance Targets Legacy Modernization And Enterprise AI Workflows
Simply Wall St.63d agoneutral
IBM ServiceNow Alliance Targets Legacy Modernization And Enterprise AI Workflows

IBM and ServiceNow announced a new multi year collaboration to modernize legacy enterprise systems and enable large scale AI deployment. The partnership combines IBM's AI, data, and automation offerings with ServiceNow's AI Platform to support autonomous IT operations and data driven workflows. The agreement is described as multi year, signaling an extended focus on enterprise AI governance and platform integration for NYSE:NOW. ServiceNow (NYSE:NOW) is widely used for workflow automation,...

IBM And ServiceNow Target Enterprise AI Scale While Seeding Future Talent
Simply Wall St.63d agoneutral
IBM And ServiceNow Target Enterprise AI Scale While Seeding Future Talent

IBM (NYSE:IBM) and ServiceNow announced a new partnership to address barriers to scaling enterprise AI by modernizing legacy IT systems and making enterprise data usable for agentic AI. The collaboration combines IBM and ServiceNow AI platforms to support autonomous IT operations for large organizations. Separately, IBM expanded its global SkillsBuild program with JA Worldwide to provide AI and digital skills training to up to 1,000,000 high school students around the world. For investors...