Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.
Doctor-CEO Oliver Kharraz explained why healthcare keeps humbling corporate giants.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...
Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.
Rigetti Computing (RGTI) sells quantum computing systems into a market its own management calls early, which makes the buy question hard to answer. You cannot lean on earnings, because Rigetti loses money, which leaves its price-to-earnings ratio meaningless. You can measure what you pay for each dollar of sales. Here is that walk, one step at a time.
Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.
IBM's Software growth slows in Q2, but recurring revenue, Red Hat and Data gains may help offset weakness in Transaction Processing.
Nokia and IBM have spent five years chasing similar returns, but their bets on where AI infrastructure spending lands could not be more different, and 2026 is forcing a reckoning between the two approaches.
Buffett dropped some useful investing wisdom at a Berkshire Hathaway meeting back in 1999.
Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes.
International Business Machines (NYSE: IBM) said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into...
International Business Machines has given long term holders a strong run over the past few years, yet after a sharp setback this year the question now is whether the current US$237.75 share price still lines up with the cash it is expected to generate. Recent headlines around quantum computing, AI governance and a major investigation into a recent earnings shortfall have further sharpened the focus on what IBM’s cash flows are really worth. Over the past 5 years the stock has returned...
Accenture (ACN) stock has returned 50% since the middle of June, while the S&P 500 returned about 1%. Even after that run, near $190, it sits about a third below its 52-week high. The run started at $126.46, just above the 52-week low, so part of the gain is a bounce. Even so, a move that big usually follows a quarter that changed something. Accenture's last results came on June 18, the day this run began, and it has not reported a quarter since.
International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.
A $1 billion federal award doubles disclosed funding, but contracted wafer demand remains unknown.
Ready for an artificial intelligence bot to buy things for you? Love it or hate it, the option is getting closer to reality thanks in part to a deal between Mastercard and fintech firm Alchemy. While Mastercard first announced its agentic payment framework back in 2025, the new deal links it to Alchemy’s agent infrastructure, which developers can use to enable their AI agents to buy stuff.
Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro
IonQ's collaboration with NVIDIA on quantum optimization just sent the entire pure-play sector surging, but the market signal that actually reveals whether this is a real industry shift or just a speculative bet on one company's research is hiding in plain sight.
NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.
The Commerce Department finalized the award, first announced in May, to support a 300-millimeter quantum wafer foundry in Albany, New York
IBM Lands $1 Billion Quantum Award as IonQ Stock Rises on AI Breakthrough
Anderon is already running its first quantum wafers at a 300-millimeter New York foundry
Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that would nearly triple your money.
For too long, we have mistaken disruption for progress. Patients still struggle to find a doctor who takes their insurance.
Federal funding and IBM investment will support quantum wafer manufacturing and early production at the Albany, New York facility.
Two months after its public listing, IQM has agreed to sell a system to a research institution in Brazil.
In the latest trading session, IBM (IBM) closed at $237.49, marking a -4.38% move from the previous day.
The bigger opportunity may be building quantum infrastructure for others
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
