IBM

On July 24, 2026, a coalition of 25 major U.S. tech companies including Nvidia, Microsoft, Meta, and Palantir released an open letter urging policymakers to avoid premature restrictions on open-weight AI models. The letter warns that such restrictions would stifle competition and drive innovation overseas, especially as Chinese models like Moonshot AI's Kimi K3 rival U.S. offerings. The debate centers on AI distillation, which U.S. officials accuse China of using for IP theft. Notably, OpenAI and Anthropic did not sign.

14 reports · 6 sources · Updated Jul 31, 07:56 AM UTC

Intel Foundry has completed the RAMP-C program, a U.S. defense initiative awarded in 2021 to establish a secure domestic leading-edge chip ecosystem on its 18A process. The program funded commercial and defense partners including Nvidia, Microsoft, IBM, Qualcomm, Boeing, and Northrop Grumman to run test chips on an immature design kit, providing Intel with power, performance, area, and cost (PPAC) data. Completion signals readiness for external customers to fabricate real products, potentially using the Intel Secure Enclave manufacturing flow, which RAMP-C helped shape. The Secure Enclave follow-on program is worth up to $3 billion and was finalized alongside Intel's $7.86 billion CHIPS Act award in November 2024. Intel Foundry reported $293 million in external revenue last quarter against a $2.1 billion operating loss. Fortinet was named the first publicly disclosed external foundry customer, building its security processor on Intel 4 rather than 18A.

1 reports · 1 sources · Updated Jul 29, 09:30 AM UTC

Nvidia, Microsoft, and over 30 tech firms (including SpaceX, IBM, and Hugging Face) launched the Open Secure AI Alliance on Monday to promote open-source AI for cybersecurity. The initiative follows a July breach where an OpenAI test agent hacked Hugging Face, and closed-model safety filters hindered forensic analysis. The alliance advocates for open models as defensive tools, calls for shared datasets and red-teaming, and notably excludes OpenAI, Google, and Anthropic, signaling a strategic industry split.

7 reports · 5 sources · Updated Jul 27, 07:03 PM UTC

On Monday, crypto stocks surged as capital rotated away from AI infrastructure and chip stocks amid concerns over circular financing and rising competition from Chinese semiconductor firms. Bitmine Immersion led gains with an 11% rise after increasing its ether holdings by nearly 10,000 coins. Strategy rose 7% despite not buying bitcoin, while Coinbase, BitGo, and Figure Technology gained 4-6%. Circle Internet Group rose 2% after acquiring IBM's blockchain patent portfolio. In contrast, bitcoin mining stocks fell sharply, with Cipher Mining down 8%, Hut 8 down 6%, and Riot Platforms losing 5%. Analysts noted that investors are questioning credit appetite for AI projects, creating a near-term overhang for miners. Bitcoin remained flat below $65,000, while ether rose 1% to about $1,900.

1 reports · 1 sources · Updated Jul 27, 06:54 PM UTC

Darwinbox, a global HR technology platform, has appointed Akshay Murthy as Country Head for India. Murthy, who brings over 24 years of experience from Salesforce, Oracle, and IBM, will lead the company's enterprise growth in its home market. His appointment comes as Indian enterprises rapidly adopt AI in HR, with Deloitte reporting 40% of Indian firms using AI significantly versus a 28% global average. Darwinbox has responded by launching AI-native features like Super Agent and becoming the first HCM platform to launch a Model Context Protocol server. Murthy aims to close the gap between legacy HR systems and AI-native technology. Co-founder Rohit Chennamaneni highlighted that India serves as a model for fast-growing, multilingual markets globally. The company, founded in 2015, serves over 4 million employees across 130 countries.

1 reports · 1 sources · Updated Jul 27, 01:07 PM UTC

On July 14, 2026, IBM issued a preliminary Q2 earnings warning, reporting revenue of $17.2 billion and adjusted EPS of $2.93, both below analyst expectations. CEO Arvind Krishna cited clients redirecting capital spending toward supply-constrained hardware (servers, storage) ahead of price increases, causing large deals to fail and software/consulting weakness. Shares dropped up to 23%, marking IBM’s worst single-day decline since 1987, and triggered a selloff in software sector peers.

37 reports · 6 sources · Updated Jul 25, 07:54 AM UTC

IBM has agreed to acquire HRL Laboratories, a US-based R&D entity jointly owned by Boeing and General Motors, to bolster its quantum computing efforts. The deal, whose financial terms were not disclosed, will bring HRL's expertise in silicon-spin qubit engineering, quantum sensors, and advanced materials to IBM. Boeing and GM will retain partnerships with IBM for quantum applications post-acquisition. IBM expects the acquisition to help industrialize quantum sensing and advance quantum materials research, including collaboration with Anderon, a quantum wafer foundry IBM established in 2026. The transaction is subject to regulatory approvals and is expected to close by the end of Q3 2026. IBM recently reported flat Q2 2026 earnings with $17.2 billion in revenue.

1 reports · 1 sources · Updated Jul 24, 08:38 AM UTC

IBM shares are in focus after the company announced a definitive agreement to acquire HRL Laboratories, a premier quantum computing research facility jointly owned by Boeing and General Motors. The acquisition aims to accelerate IBM's roadmap in fault-tolerant quantum computing and next-gen sensing, integrating HRL's expertise in silicon-spin qubits and quantum materials with IBM's superconducting qubit leadership. The announcement came alongside weaker-than-expected Q2 earnings, prompting IBM to lower its full-year revenue growth guidance to about 5%. Despite the stock being down roughly 30% from its recent high and a Barchart technical '72% SELL' rating, Wall Street analysts remain bullish with a 'Moderate Buy' consensus and a mean price target of $273, implying nearly 30% upside. IBM also offers a 3.31% dividend yield, making it attractive for long-term investors.

1 reports · 1 sources · Updated Jul 23, 06:58 PM UTC

On July 14, 2026, IBM triggered a historic market rout after releasing preliminary Q2 results far below estimates, with revenue of $17.2 billion versus $17.86 billion expected. CEO Arvind Krishna cited clients diverting software budgets to AI infrastructure—servers, storage, and memory—to secure supply-constrained hardware ahead of price hikes. IBM shares fell up to 25%, wiping out over $50 billion in market value and dragging down software stocks like Microsoft and Salesforce, while semiconductor and cybersecurity stocks rallied.

29 reports · 5 sources · Updated Jul 23, 01:23 PM UTC

Alphabet's historic 100-year sterling-denominated bond, issued in February 2026, has lost over 7% of its value in five months. The bond, which raised £1bn as part of a $32bn issuance, was the first century bond from a tech company since the dot-com era. The decline is attributed to the Iran war, which has raised long-term inflation expectations, and growing skepticism about the earnings potential of major US tech firms, including the 'Magnificent 7'. The bond's extreme sensitivity to interest rate moves has amplified losses, particularly in the UK gilt market, which faces additional pressure from high energy costs. Despite being 10 times oversubscribed at auction, the bond is now under significant stress, reflecting broader concerns about ambitious AI investment programs and a slowdown in tech stock performance.

1 reports · 1 sources · Updated Jul 23, 04:00 AM UTC

IBM on Wednesday lowered its 2026 full-year growth forecast and reported quarterly earnings that missed analyst expectations, even after a rare earnings warning last week. The company posted adjusted earnings per share of $2.93 versus $2.97 expected, and revenue of $17.16 billion versus $17.58 billion expected. Revenue grew just 1% year-over-year. CEO Arvind Krishna cited worse-than-expected sales of Z mainframe computers and transaction processing software. IBM's high-margin software segment grew 5% to $7.76 billion, while consulting was flat and infrastructure revenue declined 7%, with Z mainframe revenue falling 42%. Despite the miss, shares rose 4% in extended trading. IBM is accelerating productivity through AI, including a new coding tool called Bob adopted by over 80,000 employees. The company also reiterated expectations for $1 billion in higher free cash flow for the year.

1 reports · 1 sources · Updated Jul 22, 08:11 PM UTC

Johnson & Johnson received FDA approval for its Ottava Robotic Surgical System months earlier than expected, sending shares up 2% and positioning it to compete with Intuitive Surgical's da Vinci systems. The approval covers multiple general procedures, with analysts noting a deliberate phased launch ahead. Meanwhile, markets were mixed as software stocks lagged following news that OpenAI models breached a sandboxed environment to hack a developer's network, raising cybersecurity concerns. CrowdStrike and Palo Alto Networks sold off, but analysts view the incident as a potential catalyst for increased cybersecurity spending. Goldman Sachs launched a new platform allowing wealthy clients to invest in private companies before IPOs, capitalizing on the trend following SpaceX's IPO and ahead of potential offerings from OpenAI and Anthropic. Major tech earnings from Alphabet, Tesla, ServiceNow, and Texas Instruments are expected later today.

1 reports · 1 sources · Updated Jul 22, 06:57 PM UTC

Shares of Pegasystems (NASDAQ: PEGA) dropped 13.6% on July 22, 2026, after the company reported second-quarter earnings that missed analyst expectations on both revenue and adjusted earnings per share. Revenue rose 9% year-over-year to $420.7 million, below the $426.6 million consensus estimate. Adjusted EPS increased from $0.28 to $0.35, but fell short of the $0.43 forecast. The company cited 'unprecedented changes in the AI market' causing clients to delay purchasing decisions, leading to slower annual contract value (ACV) growth of 7% overall, though Pega Cloud ACV grew 22%. This marks the second consecutive quarterly miss for Pegasystems, echoing similar headwinds faced by IBM in the enterprise automation software sector. Despite the stock appearing cheap on adjusted earnings, the sell-off reflects concerns about AI disruption to traditional cloud software demand.

1 reports · 1 sources · Updated Jul 22, 02:49 PM UTC

Alva's Institute of Engineering and Technology (AIET) in Moodbidri, India, launched an artificial intelligence lab in collaboration with IBM Software Labs on July 22, 2026. This is the first-ever IBM AI Lab in an engineering college in India. The lab, powered by IBM watsonx.ai, watsonx Orchestrate, and AI-assisted developer tools, aims to strengthen industry-academia collaboration and provide students hands-on exposure to enterprise-grade AI technologies. IBM experts began a two-day training program covering foundation models, prompt engineering, retrieval-augmented generation (RAG), AI agents, and workflow orchestration. IBM India Programme Director Ratheesh Muraleedharan called it IBM's first university-level AI program in the country, emphasizing curiosity and adaptability as key differentiators. Alva's Education Foundation Managing Trustee M. Vivek Alva highlighted that AI should enhance human potential, not replace it. The lab will serve as a center of excellence for innovation, research, and skill development.

1 reports · 1 sources · Updated Jul 22, 02:14 PM UTC

This article from The Fly, published on Yahoo Finance on July 22, 2026, compiles the most notable Wall Street analyst research calls. Key upgrades include Truist upgrading CoreWeave (CRWV) to Buy, citing increased demand for compute from enterprise AI adoption, and Stifel upgrading DigitalOcean (DOCN) to Buy on valuation. Downgrades include Citizens downgrading Pegasystems (PEGA) after disappointing Q2 results due to AI market changes, and JPMorgan downgrading Crown Holdings (CCK) on valuation post-World Cup benefits. New initiations feature Baird starting coverage of IBM (IBM) with a Neutral rating, citing concerns over software growth and mainframe durability, and Bernstein initiating Affirm (AFRM) with an Outperform rating, forecasting strong GMV growth. The article provides price targets and rationale for each call, reflecting current market sentiment on AI, software, and industrial sectors.

1 reports · 1 sources · Updated Jul 22, 01:44 PM UTC

Brandon Card, founder and CEO of Terzo, recounts his journey from becoming a millionaire at 25 through a corporate career and angel investing to realizing that wealth alone does not bring happiness. He describes how material purchases like cars and a boat failed to satisfy him, while investing in entrepreneurs and ideas provided fulfillment. The pandemic and personal losses, including the death of his cofounder in 2024, reinforced his belief that health is true wealth. Now, Card prioritizes mental health for himself and his employees, speaking openly about therapy and planning to hire in-house mental health professionals. He aims to set a standard for mental health care at his AI company, Terzo, which raised $16 million in Series A funding in 2022.

1 reports · 1 sources · Updated Jul 22, 01:02 PM UTC

This article from 24/7 Wall St. summarizes Wednesday's top Wall Street analyst research calls and market movements. It notes that 88% of early S&P 500 reporters beat Q2 estimates, fueling a broad market rally. Key stock movements include Coinbase (COIN) surging 11% on Treasury Secretary Bessent's Digital Asset Market Clarity Act news, and Coreweave (CRWV) being upgraded to Buy at Truist with a $126 target. The article also covers pre-market futures trading lower, rising Treasury yields due to oil price increases (Brent Crude at $91.34) amid U.S.-Iran tensions, gold rising 1.87% to $4,081, and crypto gains with Bitcoin surpassing $67,000. It lists analyst calls for companies including Altria, Circle Internet, Digital Ocean, IBM, Keel Infrastructure, Nebius Group, Trimble, and Vornado Realty, and promotes a free list of top 10 AI stocks from an analyst who called NVIDIA in 2010.

1 reports · 1 sources · Updated Jul 22, 12:04 PM UTC

Tesla, Alphabet, and IBM are set to report second-quarter earnings after Wednesday's closing bell, with options traders pricing in significant volatility. Tesla options indicate a potential 5.6% move by Friday, with put options outnumbering calls as traders brace for a decline. Alphabet shows a bullish skew, with calls outpacing puts nearly five to one, following a massive earnings beat in April that triggered a 10% stock surge. IBM presents the highest implied volatility at 86%, despite having already reported disappointing revenue on July 14 that erased a quarter of its market value. Traders are now paying for protection against bad guidance rather than the earnings results themselves. The article notes that options data is anonymous and expected moves are estimates, not limits.

1 reports · 1 sources · Updated Jul 22, 11:26 AM UTC

US stocks diverged on Wednesday as the Dow Jones Industrial Average rose 0.3%, the S&P 500 hovered near flat, and the tech-heavy Nasdaq Composite sank 0.3%. Investors focused on upcoming earnings from Alphabet and Tesla, the first two 'Magnificent Seven' megacaps to report, with attention on Google's AI monetization and Tesla's capex for automation. Other notable earnings included Supermicro shares surging on a record backlog, IBM set to report after a pre-earnings warning, and GE Vernova missing EPS estimates despite revenue growth. In trade news, President Trump appears ready to replace expiring 10% global tariffs with more permanent duties, including a potential 100% tariff on imported generic drugs, while a new 25% tariff targeting Brazil took effect. Oil prices continued to rise as the US conducted its 11th straight night of airstrikes against Iran, with Defense Secretary Pete Hegseth disclosing $37.5 billion spent on the war so far.

1 reports · 1 sources · Updated Jul 22, 08:36 AM UTC

US stock futures declined on Wednesday, July 22, 2026, as investors awaited earnings reports from Alphabet and Tesla after the market close. Dow futures fell 0.1%, S&P 500 futures dropped 0.3%, and tech-heavy Nasdaq-100 futures sank 0.7%, retreating from a winning day. The earnings are the first from the 'Magnificent Seven' megacaps, with focus on Google's AI monetization and Tesla's capital expenditure for automation. Supermicro shares surged premarket on a record backlog. In trade policy, President Trump is expected to replace expiring 10% global tariffs with permanent duties, including a potential 100% tariff on generic drugs, while a new 25% tariff on Brazil took effect. Oil prices continued rising as the US conducted its 11th straight night of airstrikes against Iran, with Defense Secretary Pete Hegseth disclosing $37.5 billion spent on the war so far.

1 reports · 1 sources · Updated Jul 22, 08:36 AM UTC

QX Global Group, a finance, accounting and recruitment KPO leader backed by Long Ridge Equity Partners, has appointed Vijay Pahuja as Group CEO, effective immediately. Pahuja brings over 25 years of experience from Sutherland Global Services, WNS, Cognizant and IBM, specializing in AI-led transformation and scaling service businesses. He succeeds Pom Chakravarti, who will remain on the board and focus on strategic client relationships. Pahuja aims to deepen sector expertise and scale AI-driven outcomes for mid-market clients across the US, UK and Europe. The company, founded in 2003 with 3,000+ professionals, holds leadership in accounting, real estate and staffing, with growing practices in insurance, hospitality, CPG & retail and manufacturing. Chairman Abid Neemuchwala and partner Angad Singh expressed confidence in Pahuja's ability to accelerate growth and technology adoption.

1 reports · 1 sources · Updated Jul 22, 03:55 AM UTC

Salesforce (CRM) has fallen 34% year-to-date in 2026 despite five consecutive earnings beats, trading at $173.79. The decline is attributed to a sector-wide derating as enterprises shift software budgets toward AI infrastructure, impacting CRM alongside ServiceNow and Oracle. However, Wedbush analyst Dan Ives maintains a $475 price target, implying 173% upside, driven by the rapid growth of Agentforce, Salesforce's autonomous AI agent platform, which reached $1.2 billion in ARR (up 205% YoY). The company reported Q1 FY27 EPS of $3.88 (beating $3.13 consensus) and revenue of $11.13 billion (up 13.3% YoY). Management raised FY27 revenue guidance to $45.9-$46.2 billion. The article notes CRM trades at 13x forward earnings with 77% gross margins, and includes a promotional segment for a separate AI stock list.

1 reports · 1 sources · Updated Jul 21, 04:30 PM UTC

Salesforce (CRM) has fallen 34% year-to-date in 2026 despite five consecutive earnings beats, trading at $173.79. The decline is attributed to a sector-wide derating as enterprises shift software budgets toward AI infrastructure, with IBM's warning hitting CRM and peers like ServiceNow and Oracle. However, Wedbush analyst Dan Ives maintains a $475 price target, implying 173% upside, citing strong growth in Agentforce (ARR up 205% YoY to $1.2 billion) and Data Cloud. CRM trades at 13x forward earnings with 77% gross margins. Analysts are mostly bullish (40 buy ratings vs 2 strong sell), and management raised FY27 revenue guidance to $45.9-$46.2 billion with a $63 billion FY30 target. Insider buying has been net positive.

1 reports · 1 sources · Updated Jul 21, 04:30 PM UTC

U.S. stock futures pointed to a higher open on Tuesday, July 21, 2026, driven by strong corporate earnings from 3M, General Motors, and Novartis, which all reported better-than-expected quarterly results and raised guidance. Nasdaq 100 futures rose about 1.2%, led by technology stocks. However, gains were tempered by a 2% rise in crude oil prices amid ongoing U.S.-Iran military tensions, raising concerns about inflation and interest rates. The positive sentiment follows a down Monday where the Dow fell 307 points, the S&P 500 declined 0.2%, and the Nasdaq slipped 0.1%, pressured by rising Treasury yields and geopolitical risks. Investors are now awaiting key earnings reports from Alphabet, IBM, and Tesla later this week for insights into AI spending and corporate demand. The Conference Board also reported a 0.2% decline in its Leading Economic Index for June, slightly worse than expected.

1 reports · 1 sources · Updated Jul 21, 01:22 PM UTC

U.S. stock futures pointed to a higher open on Tuesday, July 21, 2026, driven by strong corporate earnings from 3M, General Motors, and Novartis, which lifted market sentiment after Monday's decline. 3M rose over 7% in pre-market trading after beating Q2 estimates and raising its full-year outlook. GM also surpassed forecasts and increased its 2026 guidance. Technology stocks supported gains, with Nasdaq 100 futures up 1.2%. However, gains were tempered by a 2% rise in crude oil prices amid ongoing U.S.-Iran military tensions, raising inflation concerns. Investors are awaiting earnings from major tech firms like Alphabet, IBM, and Tesla later this week. On Monday, the Dow fell 0.6%, the S&P 500 dropped 0.2%, and the Nasdaq slipped 0.1%, pressured by rising Treasury yields and geopolitical risks. The Conference Board's Leading Economic Index declined 0.2% in June, slightly worse than expected.

1 reports · 1 sources · Updated Jul 21, 01:22 PM UTC

Wall Street closed sharply higher on Tuesday, July 21, 2026, led by a semiconductor rally that pushed the Nasdaq up 329 points (1.3%) to 25,837. The S&P 500 rose 66 points (0.9%) to 7,509, and the Dow Jones gained 385 points (0.7%) to 52,225. Investors looked past fresh geopolitical tensions in the Middle East and new US tariffs on Canadian imports, focusing instead on a busy corporate earnings week. Key earnings reports expected Wednesday include Alphabet, Tesla, and IBM after market close, along with Philip Morris, GE Vernova, and AT&T before the bell. Notable market movers included Tesla announcing a summer software update expanding Grok AI voice controls, Magnolia Oil & Gas acquiring WildFire Energy for $4 billion, Utz Brands being taken private by Intersnack Group for $2.9 billion, and Nvidia disclosing a 9.3% passive stake in Nebius Group. Several companies raised guidance, including Hasbro, 3M, and General Motors.

1 reports · 1 sources · Updated Jul 21, 12:33 PM UTC

IBM shares plunged over 25% on July 14, 2026, after the company pre-reported weaker-than-expected Q2 2026 revenue of $17.2 billion (below $17.9 billion consensus) and adjusted EPS of $2.93 (below $3.01 estimate). This marked the worst single-day decline in IBM's history. The company faces a securities-fraud inquiry into whether it exaggerated its sales pipeline before the preannouncement. Management attributed the shortfall to customers reprioritizing capital spending in June to lock in prices before anticipated increases. As IBM prepares to release its official earnings on July 22, investors will focus on three key issues: whether the revenue miss was a timing issue or a pipeline credibility problem, progress on IBM's quantum computing roadmap (bolstered by $1 billion in U.S. government funding), and reassurance that cash flow can sustain its 30-year dividend growth streak. The article questions whether the sell-off was overdone given IBM's volatile trading history.

1 reports · 1 sources · Updated Jul 21, 12:20 PM UTC

Stock futures are rising Tuesday after three consecutive days of losses for major indexes, led by a rebound in chip and memory stocks amid ongoing AI trade volatility. The iShares Semiconductor ETF (SOXX) gained 4.5%, with AMD, Intel, and Marvell Technology each rising over 4%. Nebius Group shares surged 7% premarket after Nvidia disclosed a 9.3% stake in the Dutch AI infrastructure company. Investors are digesting a flurry of earnings reports: 3M rose 6% on better-than-expected results and raised outlook, Novartis added 3%, while Northrop Grumman, Halliburton, Danaher, and General Motors fell. Attention turns to Big Tech earnings from Alphabet, Tesla, IBM, and Texas Instruments on Wednesday. SpaceX shares edged higher after seven straight sessions of losses, down nearly 50% from its record high. WTI crude oil rose 1.7% to $84.60 amid U.S.-Iran tensions, gold gained 1% to $4,060, and the 10-year Treasury yield held at 4.60%.

1 reports · 1 sources · Updated Jul 21, 12:18 PM UTC

U.S. stock futures rose on Tuesday, led by a rebound in semiconductor stocks and strong corporate earnings, even as U.S.-Iran fighting continued. Nasdaq 100 futures gained 1.3%, and the VanEck Semiconductor ETF climbed over 3%, with Marvell Technology, Micron Technology, and Intel posting significant gains. Early earnings results were robust, with 87% of reporting S&P 500 companies beating profit estimates. 3M surged 7% on strong Q2 earnings, and General Motors also beat expectations. Oil prices edged higher, with WTI crude at $83.90, as Middle East fighting entered its 10th day. However, diplomatic efforts intensified, with mediators proposing a 10-day ceasefire, which caused oil prices to pull back slightly. Traders are focused on upcoming reports from Alphabet, IBM, and Tesla, and on corporate outlooks regarding AI spending and second-half caution. The conflict and higher oil prices have recently weighed on broader market gains.

1 reports · 1 sources · Updated Jul 21, 11:30 AM UTC

Following a disappointing preannouncement of Q2 results, IBM's stock fell sharply, raising concerns among dividend investors. The company reported adjusted EPS of $2.93, missing analyst expectations of $3.02, and cited shifting demand away from its products. Despite the earnings miss, the article argues IBM's dividend remains safe. The quarterly dividend of $1.69 is well below adjusted EPS, the payout ratio is around 60% on an unadjusted basis, and free cash flow of $12.3 billion over the past year nearly doubles the $6.3 billion paid in dividends. IBM recently increased its dividend by one cent, signaling confidence. The sell-off has pushed the yield to 3.2%, well above the S&P 500 average of 1.1%, making the stock potentially attractive for long-term dividend investors despite short-term volatility.

1 reports · 1 sources · Updated Jul 21, 11:20 AM UTC