Notícias

Alphabet Q2 Earnings Loom: Can AI and Google Cloud Deliver Another Beat?

MCO's Q2 results may reflect strong global bond issuance, with investment-grade, high-yield and structured finance activity supporting revenue growth.

CDW boosts shareholder returns with buybacks and dividends while advancing acquisitions and AI-driven productivity initiatives to fuel long-term growth.

Technology and consulting giant IBM (NYSE:IBM) will be announcing earnings results this Wednesday afternoon. Here’s what to look for.

IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.

Roper Technologies' bright outlook, software momentum and acquisition gains outweigh Accenture's AI-related risks and weak bookings.

Accenture stock has fallen sharply over the past few years, yet the current valuation picture is more nuanced. The Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares are roughly fairly valued, while the market multiples still lean toward an undervalued read. Accenture has declined 51.0% over the past 3 years, which puts extra focus on whether today’s price already reflects more cautious expectations for the business. Around the same time that Accenture secured a roughly...

Its drawdowns have matched the market's, and recoveries have sometimes taken years, a crucial risk for today's shareholders to internalize.

Dollar Tree, Morgan Stanley, and Accenture recently announced $2.5 billion, $20 billion, and $2 billion buyback plans, respectively, totaling $24.5 billion amid a record year for S&P 500 repurchases.

Here is a way to collect an attractive income stream on a top-tier tech consultant now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it keeps falling.

Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.

While the market frets about near-term headwinds, the consulting giant is quietly deploying billions to buy its next wave of growth.

Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.

WASHINGTON – The next phase of America's economic growth will depend on whether the U.S. can outcompete rivals in AI, energy and advanced manufacturing, policymakers and business leaders said at Axios House D.C.

IBM (NYSE:IBM) currently trades at $214.46 after a brutal reset, while Wall Street’s consensus price target sits at $294.94. That gap implies roughly 37% upside to the average target, one of the widest dislocations in large-cap tech. IBM is the century-old hybrid cloud, mainframe, consulting, and enterprise software franchise that spent the last two years ... IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here

Just one day after glowing reviews, a surprise revenue warning sent the stock into a tailspin and brought lawyers to the door.

Shares in the IT company aren’t mounting much of a comeback, as investors reel from Tuesday’s brutal selloff.

Accenture plc (NYSE:ACN) is one of the top cheap blue chip stocks to buy according to Wall Street analysts. Accenture plc (NYSE:ACN) announced on July 7 the signing of a multi-million euro contract with the NATO Communications and Information Agency (NCIA) for the Protected Business Network (PBN) program. The company will collaborate with Leonardo to deliver […]

Today, July 14, 2026, customers redirected IT budgets away from software and infrastructure, raising questions about near-term demand durability.

The company's weaker revenue outlook raised fresh concerns about enterprise technology spending.

HSBC downgrades IBM shares to the equivalent of Sell, pointing to better investment opportunities in a basket of stocks including IonQ and Accenture.

HSBC downgrades IBM shares to the equivalent of Sell, pointing to better investment opportunities in a basket of stocks including IonQ and Accenture.

In early July 2026, NATO’s Communications and Information Agency awarded Accenture a roughly €200 million, seven‑year Protected Business Network contract, delivered with Leonardo to modernize NATO’s secure multi‑cloud digital infrastructure for about 29,000 users. Accenture also announced new agentic AI solutions with Google Cloud for mid‑market clients, while sector‑wide worries about shifting IT and AI spending patterns have raised fresh questions about how consulting firms will evolve...

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

IBM stock is having one of its worst days ever – and is dragging some other names in software and IT along with it. Shares of software and professional-services firms including Accenture, Gartner, Workday and ServiceNow were all trading lower Tuesday morning.

Accenture has restricted employee use of generative AI for routine tasks to manage rising token costs. The company is shifting toward more targeted AI deployment, focusing on higher value internal and client use cases. This move reflects a broader reassessment across enterprises of how and where AI is applied in everyday workflows. For investors tracking NYSE:ACN, this AI usage reset comes as the stock trades around $138.52, with the share price down 18.7% over the past month and down 46.7%...

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. A copy of the letter can be downloaded here. Oakmark Equity and Income Fund aims to maximize returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.1% in equities, 38.9% […]

Software stocks were hammered after IBM preannounced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.