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The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.
Arrow Electronics stock moves after IBM distribution expansion Arrow Electronics (ARW) has drawn fresh attention after expanding its IBM distribution coverage to seven more European countries, widening access to IBM infrastructure, automation and data solutions for regional channel partners. See our latest analysis for Arrow Electronics. Arrow Electronics shares have climbed sharply over 2026, with a year to date share price return of 94.94% and a 1 year total shareholder return of 78.44%,...
International Business Machines (NYSE: IBM) reported that its Maximo Application Suite for Government has achieved FedRAMP Moderate Authorization as a Software as a Service offering. The authorization allows IBM to provide Maximo as a secure, compliant SaaS option for U.S. federal agencies and other organizations that require federally validated security controls. This milestone positions IBM to pursue additional public sector and regulated market workloads that depend on FedRAMP Moderate...
HPE vs. IBM: Which Stock Is the Better Value Option?
IBM's Jonathan Adashek joins Kristen Scholer on nYSE Live to discuss AI and sports
IBM just posted its worst mainframe quarter in years, a securities fraud inquiry is hanging over management, and the stock sits nearly 20% below its 52-week high. So why are the franchise's most important growth signals pointing in exactly the opposite direction?
Enterprise AI demand is shifting toward a new battleground
Yes, some tech names offer high, sustainable dividend returns.
Arista trades at a steep premium to IBM, but their growth trajectories and risk profiles tell very different stories for 2026 investors.
IonQ, Quantinuum, and other notable names in the quantum sector have reported earnings, which broadly showed that traction continues to grow.
IBM is creating a dedicated OpenAI consulting practice, but investors still need evidence that partnerships can accelerate financial growth.
IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.
Kyndryl’s second quarter results saw a negative market reaction, as sales declined and missed Wall Street’s revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. He
Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI’s frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated...
When Andrew asked his AI assistant to grab him a spot in a gym class, the agent found a shortcut he never approved. Now lawyers in multiple countries are arguing about who exactly committed a crime.
IBM plans to train and certify tens of thousands of consultants on OpenAI's technologies as part of this deal.
AI agents are driving demand for cybersecurity tools as companies confront increasingly sophisticated threats, CEO Chuck Robbins said.
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.
The two firms will launch a set of industry-specific offerings as enterprises work through key AI deployment obstacles.
The market has punished this IT consulting giant's stock, but its business performance tells a very different story about its rank among peers.
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 (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.
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 […]
What the market is paying less for in Accenture stock, and what the company is spending nine billion dollars to change.
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...
The tech giant has multiple, highly promising initiatives and a winning CEO.
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