Notícias

While CDW has lagged behind its peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Datadog commands a premium valuation, but expanding platform adoption, AI observability momentum and growing enterprise wins support its appeal.

Google Quantum AI COO Charina Chou confirmed the decision at the Semafor Tech Summit in San Francisco on June 10, saying the company walked away because of "various conditions that came with the funding" that would have prevented it from moving at its desired pace toward building a functional quantum computer. The disclosure sheds new light on why Google — alongside Microsoft and IonQ — was conspicuously absent from the Trump administration's list of nine quantum recipients announced last month.

Data gravity is real, and IBM is building its AI strategy around it. Here's what you need to know.

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x 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.

The quantum computing entry point today echoes Nvidia before its 2019 surge. From speculative bets like IonQ to safer plays like IBM and Alphabet, here's how to buy the boom.

Nvidia’s CEO is pushing back hard on the scariest AI jobs narrative, but his argument raises a different warning for workers: AI may reset what productivity is supposed to look like.

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.

Xanadu Quantum Technologies Limited (NASDAQ:XNDU) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. When a caller expressed bullishness on the stock, Cramer replied: No, no, no, that makes no money. It’s another one of these quantum ones that I don’t… Buy IBM if you want […]

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

Seagate has surged 119% in three months as AI-driven storage demand boosts growth, margins and earnings outlook, but valuation risks remain.

IBM CEO Arvind Krishna discusses IBM's significant $10 billion investment in quantum computing, a faster form of AI. Krishna also noted a $1 billion federal government commitment to build a chip fabrication facility in Albany, New York, illustrating a strong collaboration between public and private sectors. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

US equities fell Tuesday, with technology stocks pulling back following a jump in the previous sessi

International Business Machines (NYSE:IBM) is a stock worth owning for decades because it pairs a 110-year operating history with a recurring-revenue software and infrastructure engine that is now compounding cash at an accelerating pace. IBM is built for retirement portfolios that need durability, income, and survivability across every market cycle, not narrative-driven upside. Pillar One: ... Wall Street Is Missing the Bigger Picture: Why This Legacy Tech Stalwart Is a Screaming Buy Right Now

Bernstein analyst Mark Newman believes the market is overlooking Rigetti and Infleqtion in the quantum race.

Wall Street's benchmark equity indexes fell intraday amid a sharp sell-off in technology stocks, as

This is a demand-constrained year for Palantir Technologies. The company's Artificial Intelligence Platform is pitched as the only reliable option for its core government and industrial customers.

IBM CEO Arvind Krishna says he's excited about the potential uses for quantum computing. Speaking with Romaine Bostick at the Mizuho Technology Conference in New York, Krishna also comments on the Trump administration's investment in the company, the utilization of AI and IBM's profit strategy.

Bernstein analyst Mark Newman believes the market is overlooking Rigetti and Infleqtion in the quantum race.

At $280.82, IBM (NYSE:IBM) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case. IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM ... IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing

Although many banks are still running decades-old platforms, Claudio González argues that this is where AI can make a bigger difference than most realise, by using it to finally decode these legacy systems

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

The company's stock surge had a secret ingredient beyond AI hype: a clever way to get someone else to pay for it.

At a December White House roundtable, Trump called IBM's chief 'a legend' and praised the stock's 'very nice price.' Months later his administration floated a proposed $1B quantum award and shares popped 13% in a week to a record. Here's where analysts see it going — and the warning sign buried in the deal.

In the latest trading session, IBM (IBM) closed at $280.82, marking a -1.41% move from the previous day.

IBM (NYSE:IBM) has expanded its free IBM SkillsBuild program in the UK with a new AI learning pathway for workers at all career stages. The company is a founding partner in the UK government's AI Skills Hub, supporting a target to upskill 10 million workers by 2030. IBM also launched the global AI Builders Challenge, giving university students hands on experience building AI solutions with IBM tools. For investors watching IBM at a share price of $284.84, this push into AI training and...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, IBM (IBM), together with Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud, launched a new Google Cloud Practice to enhance enterprise AI scaling alongside core system modernization. The new practice integrates IBM Consulting Advantage with Google Cloud’s Gemini […]

Embedding control and creating visibility into AI systems will allow leaders to scale confidently, Matt Lyteson, IBM CIO said.

International Business Machines Corporation (NYSE:IBM) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. A caller asked whether the company can generate sufficient earnings growth to justify its current valuation, given that the stock trades at or above $300. Cramer commented: Oh, okay… […]