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Washington matched IBM's investment, but commercial wafer demand remains undisclosed.

The consulting giant returned significant capital to shareholders even as its share price declined. Here is the accounting of what owners actually got, and what they might get next.

IBM lands a $1 billion government award to accelerate quantum wafer manufacturing at Anderon. Here’s what the announcement really means for IBM stock.

Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.

Salesforce users ‘may experience severe delays, intermittent errors, or an inability to access some services,’ the company says.

His brand experience includes Apple's Shot on iPhone and IBM's Smarter Cities.

Most stocks within the Dow Jones Industrial Average were trading higher. The blue-chip index was still trading lower. The Dow was down 0.2%, or 119 points, early in Wednesday's trading session. American Express was the index's largest drag, subtracting 43 points.

IonQ (IONQ) stock trades at about $37, roughly 55% below its high inside the last year. The market did not do that: over the past twelve months the S&P 500 returned 16.6% while IonQ lost 33.4%. Its own numbers went the other way, which makes the downside hard to size.

Salesforce users ‘may experience severe delays, intermittent errors, or an inability to access some services,’ the company says.

International Business Machines finalizes a Commerce Department award to build Anderon, the first stand-alone quantum chip foundry in the U.S.

While Cognizant has lagged its tech-focused dividend peers over the past year, analyst sentiment remains largely positive, pointing to continued confidence in the stock’s outlook.

The Turkish credit-bureau deployment offers production-scale evidence, although IBM disclosed no contract value.

Four major infrastructure vendors have now shipped standalone agent governance products at general availability. The vendor rush itself has become the signal. Okta’s July 2026 product innovations pushed the furthest into new territory. The company shipped Agent-to-Agent Connections at general availability, enabling secure multi-agent workflows by issuing temporary runtime tokens that enforce which agents may […]

Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.

Accenture (ACN) stock trades near $195, and the options market prices roughly a two-in-three chance that it ends the coming twelve months between about $123 and about $308. That floor is about where the stock bottomed over the past year, and the ceiling is above the high it has already given back. For a holder, the question is whether a band that wide is more than you signed up for.

NVIDIA's new CUDA-Q Logical software links GPUs with quantum processors to tackle error correction, potentially benefiting IonQ, Rigetti, and D-Wave as hybrid computing advances.

International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.

Rigetti Computing (RGTI) trades near $15, about 73% below the high it set inside the past year. No market shock did that: the S&P 500 returned 17% over the past twelve months while Rigetti lost 8.5%. The 73% is measured from a high set inside those same twelve months, so the stock ran up hard before it fell. A fall like that in a rising market says the price is a bet on a road map.

Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.

Accenture (ACN) has lost about 22% of its value over the past twelve months, the second-worst return in its peer group. The name it sits beside down there is Booz Allen Hamilton (BAH), whose revenue fell over the same window while Accenture's grew. The shares have been repriced as though the business were shrinking, even though trailing results and forward guidance show continued top-line expansion. It is not.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Hewlett Packard Enterprise (HPE) trades near $62, at the top of its 52-week range and up about 160% over the past year. The company just reported record revenue of $12.2 billion for fiscal Q3 2026 and a raised outlook for fiscal 2027. The easy read is that you are early in an AI cycle. The harder question is what paid for it.

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

Retail investors often monitor the trading activity of members of Congress. Investors may want to pay particular attention to recent trades from one member, with stocks connected to Elon Musk and Warren Buffett among the bets. Congresswoman Bets on Musk...

Hewlett Packard Enterprise (HPE) stock has run from about $24 to roughly $62 over the past year, a gain of about 159% against close to 19% for the S&P 500. That move was legible in advance, but only one place told you which way. The order book moved long before the profit line did.

International Business Machines Corporation (NYSE:IBM) and NASA have released the NASA-IBM Lunar Foundation Model, an open-source AI model designed to analyze decades of lunar observation data and help researchers map craters, identify potential ice deposits, and study volcanic features on the Moon. The model was trained using data from multiple NASA missions and instruments, including […]

Dell Technologies (DELL) has returned more than 360% over the past year and now sits right at the top of its 52-week range. Measured against sales it is still cheaper than the S&P 500. Measured against the cash it produces, it costs about twice the index. Both readings describe the same company, and the gap is the decision.

Recently, Zacks.com users have been paying close attention to IBM (IBM). This makes it worthwhile to examine what the stock has in store.

Stock Market Today: The Dow Jones index drops Monday as oil prices jump. Nvidia stock sells off as AI leaders call for a slowdown.

As the industry converges on San Francisco for Dreamforce 2026, the narrative is predictably polished. Salesforce is positioning its Trust Boundary as the definitive architecture for the agentic enterprise, promising a seamless vision of unity. Yet, for those tasked with building the actual infrastructure, the reality is far more fragmented. The trust stack has not […]