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The Strain Inside Palantir Stock
Trefis91d agoneutral
The Strain Inside Palantir Stock

For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.

IBM quantum foundry plan adds to long-term hardware strategy: Wedbush
Proactive91d agoneutral
IBM quantum foundry plan adds to long-term hardware strategy: Wedbush

International Business Machines Corp (NYSE:IBM) unveiled new semiconductor technology featuring a sub-1 nanometer chip architecture, which Wedbush analysts see as a significant step in chip scaling as demand for artificial intelligence computing continues to grow. IBM said the sub-1 nm design...

3 Reasons to Avoid IBM and 1 Stock to Buy Instead
StockStory91d agobullish
3 Reasons to Avoid IBM and 1 Stock to Buy Instead

Over the past six months, IBM’s shares (currently trading at $258.55) have posted a disappointing 15.3% loss, well below the S&P 500’s 6.2% gain. This may have investors wondering how to approach the situation.

Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy
24/7 Wall St.91d agobullish
Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy

Washington is pouring real money into quantum, and the Q1 2026 reports from IonQ (NYSE:IONQ) and IBM (NYSE:IBM) show why that matters. IonQ posted $64.67 million in revenue, up 755% year over year. IBM delivered $15.92 billion, up 9.46%. Same tailwind, two completely different financial realities. Hypergrowth on Borrowed Time vs. Cash Machine on Cruise ... Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy

IBM stock surged again: The reason sounds like sci-fi
TheStreet92d agobullish
IBM stock surged again: The reason sounds like sci-fi

IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...

No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway
24/7 Wall St.92d agoneutral
No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway

The semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk transistors to pack more computing power onto ever-smaller chips, but that strategy is running out of room. At today’s leading-edge process nodes, components are measured in just a handful of atoms. Heat, power leakage, and manufacturing complexity have ... No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway

IBM stock just got powerful new price target from Wall Street
TheStreet92d agoneutral
IBM stock just got powerful new price target from Wall Street

June 23 gave me three reasons to pay closer attention to International Business Machines (IBM), also known simply as “Big Blue.” All three arrived together in a period of less than 48 hours. June 23, JPMorgan analyst Brian Essex upgraded IBM to Overweight from Neutral, raising his price target to ...

IBM unveils tech for chip smaller than 1 nanometer in AI computing push
Reuters92d agoneutral
IBM unveils tech for chip smaller than 1 nanometer in AI computing push

IBM on Thursday unveiled what it said was the world's first technology capable of producing chips smaller than ‌one nanometer, as tech companies race to build semiconductors that can handle increasingly ‌demanding AI workloads. The new chip technology, which bolsters IBM's ‌position to compete with contract ⁠chipmakers TSMC and Intel, has a transistor architecture of 0.7 nanometers, or 7 angstroms. Last week, Intel said the new generation of its 18A manufacturing ⁠process, which makes 1.8 nanometer chips, moved into risk production, the testing phase before commercial manufacturing.

JPMorgan Upgrades IBM on Stronger Software Growth Expectations
Insider Monkey92d agobullish
JPMorgan Upgrades IBM on Stronger Software Growth Expectations

International Business Machines Corporation (NYSE:IBM) is included among the Top 10 Blue Chip Stocks with Growing Dividends. On June 23, JPMorgan upgraded International Business Machines Corporation (NYSE:IBM) to Overweight from Neutral. It also raised its price target on the stock to $291 from $270. The upgrade follows the firm’s analysis of IBM’s software business, which […]