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Is IBM Stock's Upside Built On Growth It Is Not Guiding To?
Trefis2h agoneutral
Is IBM Stock's Upside Built On Growth It Is Not Guiding To?

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Accenture (ACN) Launches Construct Following A New Question About Whether The Stock Is Fully Valued
Simply Wall St.11h agoneutral
Accenture (ACN) Launches Construct Following A New Question About Whether The Stock Is Fully Valued

Accenture (ACN) just rolled out Accenture Construct, a new global unit focused on planning and delivering large capital projects such as airports, power grids, rail networks and advanced manufacturing facilities. The latest news sits against a mixed share price picture for Accenture, with the stock down 29.4% year to date on a share price basis and the 1-year total shareholder return also falling 20.7%. However, the 90-day share price return has climbed 45.9%, hinting at improving momentum as...

Does Accenture’s AI Safety and Cloud Expansion Shift the Bull Case for ACN?
Simply Wall St.12h agoneutral
Does Accenture’s AI Safety and Cloud Expansion Shift the Bull Case for ACN?

In recent days, Accenture has expanded its AI and cloud footprint, launching Accenture Construct for large capital projects, collaborating with AWS on mid-market cloud and AI offerings, and deepening ties with Google Cloud as Volvo Cars adopts the Horizon software platform for Android Automotive development. Together with its new AI safety partnership with Anthropic, these moves highlight Accenture’s push to embed AI, cloud and automation more deeply into infrastructure, automotive and...

2 S&P 500 Stocks Worth Investigating and 1 We Turn Down
StockStory1d agoneutral
2 S&P 500 Stocks Worth Investigating and 1 We Turn Down

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Can Accenture (ACN) Profit From AI Safety While AI Pressures Its Own Business Model?
Insider Monkey1d agoneutral
Can Accenture (ACN) Profit From AI Safety While AI Pressures Its Own Business Model?

Accenture plc (NYSE:ACN) and Anthropic have formed a partnership to integrate evaluators within Anthropic to red-team its models and test its safeguards. Each company expects to invest at least $1 billion over five years. Accenture shares rose 6% in early post-market trading following the announcement. The partnership puts Accenture at the center of AI safety […]

Can This Number Push IBM Stock Higher?
Trefis2d agoneutral
Can This Number Push IBM Stock Higher?

The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.

AI Alliances And Raised Targets Could Be A Game Changer For ServiceNow (NOW)
Simply Wall St.2d agoneutral
AI Alliances And Raised Targets Could Be A Game Changer For ServiceNow (NOW)

Recent commentary highlights that ServiceNow is seeing strong demand for its workflow platform, benefiting from AI-focused partnerships, cross-selling success, and an expanded ecosystem that has led management to raise its 2026 subscription revenue midpoint. At the same time, ServiceNow is increasingly positioned as a key competitor in AI-driven, cloud-based enterprise software, facing off against players like Salesforce and Atlassian while leveraging collaborations with Microsoft and...

Accenture (ACN) Stock Is Up, What You Need To Know
StockStory2d agoneutral
Accenture (ACN) Stock Is Up, What You Need To Know

Shares of global professional services company Accenture (NYSE:ACN) jumped 3.7% in the afternoon session after the company and Anthropic said they would embed an Accenture evaluation team inside the AI lab to test model safety. Accenture and Anthropic said the embedded team will work alongside Anthropic’s staff to evaluate and red-team models, run alignment assessments, and test safeguards. Each company expects to invest at least $1 billion over five years in AI safety, according to Accenture’s

Could You Have Seen Accenture Stock's Rebound Coming?
Trefis3d agoneutral
Could You Have Seen Accenture Stock's Rebound Coming?

Accenture (ACN) stock rose roughly 43% between June 18 and September 18, 2026, while the S&P 500 gained 2.3%. The run began near its 52-week low, on the day the company reported fiscal Q3 2026 and announced a much larger push into security software and smaller clients. That push had been building in plain sight across three earlier earnings calls. Whether spotting it would have made you money is a harder question.

Accenture Up on Partnership with Anthropic; Novo Nordisk Falls on Turnaround | Stock Movers
Bloomberg3d agobearishVIDEO
Accenture Up on Partnership with Anthropic; Novo Nordisk Falls on Turnaround | Stock Movers

On this episode of Stock Movers: - Novo Nordisk (NVO) shares are lower as it disappointed investors hoping for concrete turnaround plans from Chief Executive Officer Mike Doustdar after losing its lead in the obesity market to Eli Lilly & Co. The company pledged to launch more than five blockbusters and deliver more than $23 billion in new sales in coming years, but investors are selling shares due to lack of concrete news. - Arhaus (ARHS) is moving after Jefferies upgraded the furniture company to buy from hold, writing that it has "newfound optimism on the retailer's strategy to elevate brand awareness" and improve market share. - Accenture (ACN) is up on news Anthropic is partnering with Accenture to test the safety of its advanced artificial intelligence models by embedding evaluators from the consulting firm directly within its operations.

Accenture Will Help Anthropic Test AI Model Safety
Bloomberg3d agoneutralVIDEO
Accenture Will Help Anthropic Test AI Model Safety

Anthropic PBC is partnering with Accenture Plc to test the safety of its advanced artificial intelligence models. Evaluators from Accenture will be embedded and tasked with trying to "break" these models before they're deployed. Bloomberg's Ed Ludlow reports.

Accenture Shares Rise 6% Premarket Following $1 Billion AI Safety Partnership With Anthropic
InvestorsHub3d agobullish
Accenture Shares Rise 6% Premarket Following $1 Billion AI Safety Partnership With Anthropic

Accenture (NYSE:ACN) shares climbed approximately 6% in premarket trading on Monday after Anthropic announced an agreement under which the IT services company will lead independent safety evaluations of its artificial intelligence models. The partnership, announced on 18 September, involves plans for both companies to invest at least $1 billion each over five years to expand independent AI evaluation capacity.

Accenture Shares Climb in Premarket Trading on AI Safety Partnership with Anthropic
The Wall Street Journal3d agobullish
Accenture Shares Climb in Premarket Trading on AI Safety Partnership with Anthropic

Accenture shares 6% in premarket trading Monday after the company said late Friday that it would embed a team of evaluators inside Anthropic to stress-test its AI models. The AI company called the partnership an important step toward its commitment to pace development of the technology. Accenture’s shares are down roughly 30% this year on market jitters about corporate IT spending and concern that AI tools could take away business from professional-services firms.