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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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Jim Cramer Says “I Want You to Buy IBM”
Insider Monkey97d agobullish
Jim Cramer Says “I Want You to Buy IBM”

International Business Machines Corporation (NYSE:IBM) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. During the episode, a caller asked if the stock is a buy, sell, or hold. Cramer replied: I want you to buy IBM. I do not understand […]

Does IBM’s Think 2026 AI And Sovereign Cloud Push Change The Bull Case For IBM (IBM)?
Simply Wall St.97d agoneutral
Does IBM’s Think 2026 AI And Sovereign Cloud Push Change The Bull Case For IBM (IBM)?

At its Think 2026 conference in early May, IBM unveiled a broad suite of new enterprise AI, hybrid cloud, and sovereignty products, including upgrades to watsonx Orchestrate, the IBM Concert operations platform, and the now generally available IBM Sovereign Core. Together with fresh alliances spanning Aramco, LogicMonitor, MIT, and others, these launches highlight IBM’s push to make agentic AI, real-time data, and quantum-centric computing practical for large organizations with strict...

What Is Agentic AI? These Companies Sit Atop $4 Trillion Idea
Investor's Business Daily98d agoneutral
What Is Agentic AI? These Companies Sit Atop $4 Trillion Idea

Analysts at William Blair estimate the total addressable market of the agentic AI industry at about $4 trillion. What exactly is agentic AI, and how is it creating such massive expectations? Agentic artificial intelligence is the next stage in AI, a step above the commonly used chatbots that answer questions and try to solve problems.

Is It Time To Reassess Kyndryl (KD) After Its 65% Share Price Slide?
Simply Wall St.98d agoneutral
Is It Time To Reassess Kyndryl (KD) After Its 65% Share Price Slide?

If you are wondering whether Kyndryl Holdings is attractively priced or a value trap at its current level, this article will walk you through what the numbers are really saying about the stock. The share price closed at US$12.64, with returns of an 8.5% decline over 7 days, a 2.8% decline over 30 days, a 50.4% decline year to date, and a 65.5% decline over the past year, which may have changed how the market views its risk and reward profile. Recent coverage has largely focused on Kyndryl's...

IBM touts AI productivity gains and quantum milestones at Think conference
Proactive99d agoneutral
IBM touts AI productivity gains and quantum milestones at Think conference

International Business Machines Corp (NYSE:IBM) showcased sweeping advances in artificial intelligence and quantum computing at its annual Think 2026 conference in Boston this week, highlighting mounting productivity gains for enterprise customers and signaling that quantum advantage is within...

The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
24/7 Wall St.99d agoneutral
The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

Reuters99d agoneutral
Quantum Motion raises $160 million to build quantum computers from standard silicon transistors

Quantum Motion on Thursday said it raised $160 million to fund its effort to build a quantum computer that is ‌smaller, cheaper and more energy efficient than rivals using standard silicon chipmaking techniques. Quantum ‌computers hold the promise of solving problems that regular computing machines cannot. Unlike the transistors in an everyday computer that can only represent a zero or a one at any given time, a qubit can represent both at once.

Reuters100d agobearish
Kyndryl plans job cuts, forecasts pretax profit below estimates

Software provider Kyndryl said it would cut jobs as part of a new cost-saving plan and forecast annual ‌pretax profit below Wall Street estimates on Wednesday. • The cuts come after the software provider ⁠delayed the filing of its October-December report, made several management changes, and launched an accounting review over "potential weaknesses" found in its internal controls. ​Kyndryl did not disclose how ‌many jobs would be affected by the move.