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Hybrid Cloud and Data segments delivered double-digit growth, positioning IBM for evolving enterprise IT and AI-driven demand. Read why IBM stock is a Buy.
Revolutionary design will bring Arm-native applications to IBM's flagship mainframes and servers, broadening software choice for enterprise computingARMONK, N.Y., Aug. 24, 2026 /CNW/ -- At the annual Hot Chips
TD SYNNEX (SNX) has drawn fresh attention after announcing an expansion of its IBM distribution footprint into 20 additional countries across Europe, Asia Pacific and Latin America, widening access to IBM solutions for channel partners. See our latest analysis for TD SYNNEX. The IBM footprint expansion comes after a strong run for TD SYNNEX, with the latest share price at US$250.14 and a year to date share price return of 63.03%, alongside a 1 year total shareholder return of 68.70% and a 3...
Circle Internet (NYSE:CRCL) shares jumped 6. 0% in pre-market trading on Friday, extending their recent rally after the company announced the acquisition of a significant portion of IBM’s global blockchain patent portfolio.
IBM (IBM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300 systems on IBM Cloud. The deal centers on scaling open-source AI model inference via NVIDIA Corporation (NASDAQ:NVDA)’s Spectrum-X Ethernet networking. Days later, on August 13, IBM doubled down by […]
IBM may be twice Accenture’s size, but stronger financials, valuation, and dividends make Accenture the better pick for income investors.
IBM's modular cryogenic breakthrough aims to scale quantum computing to 1,000 programmable qubits and advance its Quantum Starling plans by 2029.
International Business Machines has delivered a 115.0% total return over the past five years, yet its current checks point to a stock that screens as undervalued on both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and on market multiples, even though the broader valuation score is on the weak side. With IBM active in areas such as quantum computing and enterprise AI partnerships, the key issue for investors is how much of that potential is already reflected in the...
Its deployment is a milestone on IBM's path to delivering IBM Quantum Starling in 2029, which is expected to be the world's first fault-tolerant quantum computer and will integrate advances across error
IBM has successfully joined and cooled down two cryogenic modules into a single environment, an important milestone on its path to creating the world's first fault-tolerant quantum computer.
The revenue guidance came down after the second-quarter miss; the operating pretax margin and free-cash-flow commitments did not.
International Business Machines is a Buy, appearing fairly valued after a sharp drop driven by a 42% Q2'26 mainframe sales decline. Click for more on IBM stock.
The partnership embeds OpenAI frontier models like GPT-5.6 and products like Codex and ChatGPT Work into IBM Consulting Advantage, IBM's AI platform for delivering consulting services to clients, combining AI
IBM (NYSE: IBM) today announced a strategic partnership with OpenAI to help enterprises deliver business outcomes by deploying AI at scale across core business operations and complex workflows, while strengthening cyber defense and resilience through programs like OpenAI Daybreak. The partnership includes joint-go-to market initiatives and creating industry-specific solutions for financial services, government, telecommunications, and retail, as well as key enterprise domains such as finance, pr
IBM (NYSE:IBM) announced a strategic partnership with OpenAI on August 13, 2026, aimed at bringing advanced artificial intelligence models and products into IBM Consulting’s enterprise AI delivery platform. The collaboration will target large-scale deployments across industries including financial services, government, telecommunications and retail, with GPT-5.
The two firms will launch a set of industry-specific offerings as enterprises work through key AI deployment obstacles.
IBM plans to train and certify tens and thousands of consultants on OpenAI's technologies as part of this deal.
IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.
IBM partners with OpenAI to bring GPT-5.6 to enterprise workflows, uniting frontier AI models with IBM Consulting Advantage.
IBM's $240 million Together AI deal is set to expand AI cloud infrastructure with NVIDIA systems, targeting high-performance inference and long-term growth.
IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]
Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft’s clinical AI advancements, Google’s expanded Vertex AI vertical models, NVIDIA’s domain-specific NIM microservices, and IBM’s compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key ve
Together AI will run open-source inference workloads on the IBM Cloud cluster, which is due in early 2027.
The tech giant has multiple, highly promising initiatives and a winning CEO.
International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM Cloud. The cluster will use Nvidia HGX B300 systems with Blackwell processors and is planned to be IBM Cloud's first dedicated large scale AI inference platform. The infrastructure is expected to be operational by Q1 2027 and is aimed at enterprise customers seeking cost efficient, open source AI capabilities. This kind of AI...
A 35-year IBM veteran just ran the numbers on Big Tech's AI infrastructure binge and landed on a conclusion that should make every capex bull uncomfortable. His math starts with gigawatts and ends somewhere the market clearly hasn't priced in.
FREMONT, Calif. & CLEARWATER, Fla., August 11, 2026--TD SYNNEX today announced the expansion of its IBM distribution footprint into 20 new countries across Europe, Asia-Pacific, and Latin America
The multi-year agreement will put Nvidia HGX B300 systems on IBM Cloud, with availability expected in the first quarter of 2027
IBM and Together AI are building a cluster on IBM’s cloud that will power the start-up’s open-source model inference.
Together AI will use IBM Cloud and Nvidia Blackwell systems to build a large-scale cluster for open-source models.
IBM shares rise after signing a $240 million multi-year Together AI agreement to deploy NVIDIA HGX B300 systems for large-scale AI inference.
AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.
The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.
Quantum computing is a huge growth opportunity for IBM, and in a few years the company may begin to reap significant benefits from it.
Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...
The new tool aims to link AI spending, including token costs, to business outcomes for clearer ROI measurement.
“Companies are pouring money into AI, and they don’t always know what they’re getting out of it,” Apptio’s Bill Lobig said.
IBM has bounced sharply off its post-earnings collapse, but a securities fraud inquiry and crumbling mainframe sales are pulling against a software business growing at record pace. The question is whether that rebound is a buying opportunity or a trap investors cannot yet see clearly.
International Business Machines (NYSE: IBM) received FedRAMP Moderate Authorization for its Maximo Application Suite SaaS offering, making it available for use by US federal agencies. The authorization covers cloud based asset management tools designed for regulated government environments. IBM and Red Hat launched the Lightwell program, which provides free open source security fixes and tools to universities and non governmental organizations. Together, these initiatives expand IBM's role...
TRM, a leading asset lifecycle management consultancy and IBM Maximo partner, announces support for IBM's achievement of FedRAMP Moderate Authorization for IBM Maximo Application Suite as a Service for Government. The authorization gives federal agencies a secure, modern SaaS pathway for managing mission-critical assets, facilities, infrastructure, and operational equipment.
IBM stock dipped on a minor earnings miss, but the weakness looks temporary.
Jim Cramer says he will sell his Bitcoin after IBM's CEO warned quantum computers could crack crypto within four years.
The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.
IBM (NYSE: IBM) and Red Hat today announced a new program providing Lightwell at no charge to over 185 leading research universities and 100 major nongovernmental organizations (NGOs) and think tanks. Eligible institutions can access Lightwell's library of validated fixes for open source software vulnerabilities, helping them secure the software and focus resources supporting research, education, humanitarian programs and other public-interest work.
International Business Machines (IBM) Price Target Decreased by 15.18% to 248.19
On Thursday, International Business Machines Corp CEO Arvind Krishna said quantum computing could begin making a measurable contribution to the company’s revenue and profit by 2028 or 2029. IBM Sees Quantum Computing Driving Revenue and Profit Speaking on CNBC’s "Mad...
IBM's sovereign AI partnership with Sarvam targets India's public sector, while hybrid cloud demand and rising estimates support growth prospects.
International Business Machines has more than doubled investors' money over the past five years, yet its current valuation checks send mixed signals, with the intrinsic value estimate pointing to upside while the broader score remains on the low side. IBM has returned 109.3% over five years, which puts the recent share price in a very different place to where long term holders started. Expectations around quantum computing and AI driven services can support IBM's valuation, while execution...
