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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?
Insider Monkey1h agoneutral
Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?

International Business Machines Corporation (NYSE:IBM) and Lockheed Martin Corporation (NYSE:LMT) have established a quantum innovation hub at ETH Zurich through an offset agreement with armasuisse, Switzerland’s Federal Office for Defence Procurement. The initiative will host Switzerland’s first IBM Quantum System Two, powered by IBM’s advanced Quantum Nighthawk processor, at the Swiss National Supercomputing Center in […]

What Changed In Dell's Story?
Trefis1h agoneutral
What Changed In Dell's Story?

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

Is IBM Stock's Upside Built On Growth It Is Not Guiding To?
Trefis4h 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.

Does Palantir Stock Make Your Bad Market Days Worse?
Trefis8h agoneutral
Does Palantir Stock Make Your Bad Market Days Worse?

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

IBM Adds Swift Ledger Integration and On-Premises Option to Digital Asset Haven
InvestorsHub13h agoneutral
IBM Adds Swift Ledger Integration and On-Premises Option to Digital Asset Haven

IBM (NYSE:IBM) announced two beta capabilities for its Digital Asset Haven platform on September 24, adding connectivity to Swift’s blockchain-based shared ledger and an on-premises deployment option for financial institutions. The new capabilities are intended to give institutions additional options for managing tokenized deposits and other digital assets while using existing financial messaging standards or infrastructure located within their own data centres.

International Business Machines (IBM) Builds Its AI And Quantum Case As Valuation Questions Grow
Simply Wall St.22h agoneutral
International Business Machines (IBM) Builds Its AI And Quantum Case As Valuation Questions Grow

International Business Machines (IBM) is back in focus after a run of ecosystem deals, including The Hashgraph Group’s IDTrust identity platform landing on the IBM Cloud Catalog and fresh moves in quantum collaboration. IBM’s recent AI and quantum announcements are arriving against a tougher tape for the shares, with the 90-day share price return down 9.88% and the year-to-date move down 20.15%. At the same time, the 3-year total shareholder return of 78.33% and 5-year total shareholder...

IBM's Gary Cohn on AI oversight: 'We want to inspire creativity again'
Yahoo Finance Video1d agoneutralVIDEO
IBM's Gary Cohn on AI oversight: 'We want to inspire creativity again'

IBM (IBM) Vice Chair Gary Cohn sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about how government oversight of AI should both inspire and avoid stifling creativity in the US, and why regulation should focus on product outcomes rather than the underlying technology itself.

IBM's Gary Cohn on AI's productivity boom: 'There's no real losers'
Yahoo Finance Video1d agoneutralVIDEO
IBM's Gary Cohn on AI's productivity boom: 'There's no real losers'

IBM (IBM) Vice Chair Gary Cohn sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about job-loss fears due to AI and why economic growth and increased productivity will lead to more job creation than elimination, especially with the build-out of data centers and AI infrastructure.