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The Latest Breaking News from IBM

Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty

Goldman’s chief global equity strategist Peter Oppenheimer said, “There does not appear to be a valuation bubble, but there may be an earnings bubble.”

Fortune

Circle’s Trust Charter Approval Sends a Key Signal to Wall Street

Circle just landed a New York trust charter. Here is what the approval means for USDC, CRCL stock, and Wall Street confidence.

Barchart

Circle bought 1,000 IBM blockchain patents. Nothing good can come of that

Circle has yet to share its plans for the IP portfolio, but the power to assert monopoly rights in the blockchain space is worrying.

Fortune

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Steve Jobs Once Told Bill Gates Microsoft Had 'Absolutely No Taste' and the Tech Boss Fired Back, Saying the iPad Was Just a 'Nice Reader' — Years Later, One of Them Was Very Wrong

Despite serving different core markets, Microsoft Corp. (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL) have long competed fiercely in operating systems, consumer hardware and enterprise software, leading to a history of rivalry between their leaders.

Benzinga

Dell founder shows how a $100 billion empire started 42 years ago — CEO says ‘This one page changed my life’

Billionaire Michael Dell reminisced about the early days of his company, sharing an early quarterly earnings report that showed the then-startup making nearly $135,000 in just three months. Dell says that that document changed his life, as it convinced his parents that he no longer needed to go back to…

Tom’s Hardware

IBM scientists claim they've achieved 'quantum advantage' — and they've dared others to prove them wrong

Using IBM's quantum computer, scientists say they have shown in three different experiments that quantum computers can outpace classical machines in useful computations.

LiveScience

'It’s not red, it’s magenta': How ThinkPad designers gaslit IBM to save the iconic TrackPoint

The great lie that protected the ThinkPad’s signature red dot from IBM’s strict corporate safety guidelines.

TechRadar

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Circle Just Bought IBM’s Blockchain Patent Portfolio. The Real Test Is How It Gets Deployed.

Circle acquired IBM’s blockchain patent portfolio, adding more than 680 patent families and nearly 1,000 issued patents worldwide and becoming the leading holder of blockchain patents in the United States.

Barchart

Circle’s IBM Patent Deal Could Redraw the Stablecoin Infrastructure Race

Circle acquired nearly 1,000 blockchain patents from IBM, becoming the top U.S. patent holder in the sector and strengthening USDC's position even as CRCL shares face multiple compression.

MarketBeat

Nvidia CEO Jensen Huang Makes First Ever X Post Sharing Letter to Congress and Says ‘Transparency Can Be More Secure Than Obscurity’

Jensen Huang’s first X post wasn’t about Nvidia. The CEO shared a letter to Congress outlining why open AI models are essential for the U.S. to win the AI era.

Barchart

IBM Stock: 3 Reasons Q2 Earnings Weren’t as Bad as Investors Feared

The market focused on IBM's earnings miss, but several overlooked numbers painted a much more encouraging picture.

Barchart

Intel closes out RAMP-C production pilot that paid Nvidia and others to run test chips on 18A — program helped lay a path for secure domestic chip production on advanced processes

Intel Foundry says that it has completed RAMP-C, the U.S. defense program awarded to the company in 2021 to stand up a domestic leading-edge chip ecosystem on its 18A process.

Tom’s Hardware

IBM Just Made a Bold Quantum Computing Bet

IBM’s acquisition of HRL Laboratories strengthens its long-term quantum computing roadmap, but investors must weigh the strategic opportunity against slowing near-term growth.

Barchart

Meet the 'AI Centurions'—6 formerly sleepy stocks that now have market caps over $100 billion

How the AI boom has transformed six spectacular stocks.

Fortune

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Fortune

Europe’s employers face a new challenge—keeping workers safe during heatwaves

As temperatures hit record peaks across the continent, European companies are shifting working hours and issuing cooling kits to keep workers safe and preserve productivity.

The Economic Times

India among top five growth markets, centre of global strategy for Red Hat

India is currently at the centre of the company's global strategy, both as a critical market and a hub for engineering excellence, Navtej Singh Bal, Vice President and General Manager, India and South Asia, Red Hat, noted.

Barchart

1 Smart Way to Play the Fading Data Center Trade

There's a shift happening in the data center space. Here's what's going on and how to play it, as illustrated by a key ETF.

Benzinga

Intel, Tesla, IBM And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks during the week (July 20 to July 24) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.

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Benzinga

Benzinga Bulls and Bears: IBM, Super Micro, Tesla

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Tom’s Hardware

Nvidia and 24 other companies sign open-weights letter as Washington weighs Chinese AI model ban — OpenAI, Anthropic, and Google absent from the list

Signatories include chipmakers, server vendors, cloud operators, enterprise software firms, security companies, and venture funds

Benzinga

Jensen Huang Posts On X For The First Time Ever — And Uses It To Defend Open-Source AI

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang published his first-ever post on X Friday, and he skipped the introductions entirely — using his debut to amplify a sweeping industry defense of open-source AI.

Barchart

IBM Stock Alert: What to Know as IBM Acquires Quantum Computing Research Lab

IBM says it’s acquiring HRL Laboratories to accelerate its roadmap in fault-tolerant quantum computing. But does that warrant buying IBM shares today?

Barchart

Stocks Fall as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...

Benzinga

IBM's Q2 Deal Slippage Is a 'Temporary Speed Bump,' Says Michael Lee as CEO Arvind Krishna Says Delayed Deals Are Closing

While International Business Machines Corp. (NYSE:IBM) reported a second-quarter revenue shortfall due to delayed software agreements, market experts and company executives remain optimistic about the long-term outlook.

The Economic Times

IBM cuts annual revenue growth forecast as customers prioritize AI infrastructure spending

IBM reduced its annual revenue growth forecast on Wednesday. The company also missed profit and revenue expectations for the second quarter. This shift occurred as corporate spending moved towards AI data-center gear. IBM's Z mainframe revenue slumped significantly, impacting overall infrastructure performance. Executives reassured shareholders about long-term mainframe demand despite…

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