Notícias

QMCO's debt-free balance sheet, lower interest costs and stronger cash flow sharpen its financial position as revenue climbs on storage demand.

Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.

ANET's stronger price performance, rising 2026 estimates and AI-cloud growth opportunities give it an edge over IBM despite a richer valuation.

Stablecoin issuer Circle Internet Group (NYSE: $CRCL) has agreed to buy Singapore-based cross-border payments compa...

Dell Technologies (DELL) trades at $524.14, right at its 52-week high, after a 321.7% run over the past year. The easy read is that you are late to an AI server trade, and that the $95 billion AI backlog is the number deciding what happens next. The analysts who cover the company full-time barely used their questions on the backlog: two of the nine touched on it.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Rigetti Computing, D-Wave Quantum, and Quantinuum are set to receive $100 million each from the U.S. Commerce Department.

Rigetti Computing, D-Wave Quantum, and Quantinuum are set to receive $100 million each from the U.S. Commerce Department.

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.

Investors seeking a slice of a possible blockbuster AI flotation might sell something they already own to pay for it. That is the portfolio risk behind Evercore ISI’s warning reported September 7. International Business Machines Corporation (NYSE:IBM) and AppLovin Corporation (NASDAQ:APP) appeared on its screen of potential casualties. Julian Emanuel’s team identified underperformers with negative […]

The upcoming initial public offerings (IPOs) of OpenAI and Anthropic may exacerbate the woes of already struggling stocks post-Labor Day, said strategists at Evercore ISI, spearheaded by Julian Emanuel. Evercore sees further upside for AI stocks but warns that upcoming...

Arista has posted eight straight quarters of revenue gains, while IBM swings between peaks and valleys.

A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.

International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.

IonQ (IONQ) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 19.8% over the past six months. At the same time, the S&P 500 was up 11.7%.

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Athletes Unlimited pausing its professional volleyball and basketball leagues to focus on capital raising, the NFL ending the Pro Bowl game after 75 years after ratings fall to 2 million viewers, and International Business Machines Corporation (NYSE: IBM) and the USTA partnering for […] The post The Dealmaking 3: Athletes Unlimited Retreats, NFL Kills the Pro Bowl, AI Takes Over the US Open appeared first on CorpGov.

Accenture (ACN) is redirecting where its next growth comes from, and the business underneath is in decent shape. What deserves a second look is what got left behind. Two years ago management was presenting a learning arm it had built itself. On the June 2026 call it survived as one item in a list.

The latest trading day saw IBM (IBM) settling at $234.31, representing a +1.13% change from its previous close.

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

International Business Machines stock has more than doubled over the past five years, yet current checks still point to a market price that sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and below fair value on earnings and cash flow multiples. International Business Machines has returned 111.8% over 5 years, which puts recent short term weakness into context for long term holders. Growing AI and quantum related activity, including higher margin...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.53%. E-mini S&P futures (ESU26 ) are up +0.59%, and September E-mini...

Get paid a healthy income upfront for simply agreeing to buy this tech stalwart at a deep discount, an income you keep even if the stock never drops to your price.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.

The tech giant's sudden swings can be disorienting, but its true significance for your portfolio lies in its distinct, high-octane behavior.