IBM Stock Fell 22% in the Third Quarter. History Says It's Usually Higher a Year Later.
IBM's stock experienced a significant 22% decline in the third quarter, its worst performance since late 2018. Historically, after substantial quarterly drops of 18% or more, IBM's stock has recovered and was higher a year later in 11 out of 13 instances since 1962. However, the current situation, marked by slowing software growth, suggests that a market rebound alone might not be enough for IBM to recover this time, prompting a cautious outlook from the analyst.
Gartner Identifies Top Five Actions for CISOs To Take by End of 2026
Gartner has identified five critical actions for Chief Information Security Officers (CISOs) to undertake by the end of 2026 to address the accelerating technological disruption, including AI-augmented cyberattacks and quantum computing risks. These actions emphasize proactive measures like cementing their role in AI safety, treating frontier AI deployments as insider risks, moving beyond recognition as proof of identity, budgeting for preemptive cybersecurity, and initiating postquantum cryptographic migration. The goal is to build organizational trust and ensure long-term cybersecurity assurance in a rapidly evolving threat landscape.
FY2026 Earnings Estimate for PPL Issued By Scotiabank
Scotiabank has issued its FY2026 earnings per share (EPS) estimate for PPL, forecasting $1.92 per share, which is slightly below the consensus estimate of $1.94. The firm maintains a "Strong Buy" rating on PPL, while the company's own guidance for FY2026 EPS is between $1.90 and $1.98. PPL recently reported quarterly earnings that missed analyst expectations for both EPS and revenue, though revenue did increase year-over-year.
The hidden data costs missing from AI budgets
AI budgets often overlook significant hidden data costs, such as the time spent resolving inconsistencies and correcting inaccurate data, which can distort true ROI. This "hidden data tax" stems from poor data architecture and underinvestment in data management, leading to distributed labor costs that are rarely attributed to AI projects. To accurately assess AI's true cost and prioritize foundational data improvements, organizations must name, measure, and connect these data remediation efforts to specific AI initiatives.
The CISO dilemma: Why AI speed makes security basics essential
The CyberRisk Alliance Cybersecurity Summit highlighted that while AI speeds up attack vectors, it doesn't replace the need for fundamental security practices. Experts emphasized that AI lowers the barrier for adversaries to deploy decades-old attacks, making basic operational flaws like broken identity management and unpatched vulnerabilities more critical. The consensus was that disciplined execution of core security practices, strong identity and access management, and zero-trust architectures are essential defenses against accelerated AI-driven threats.
IBM Stock: Buy, Hold, or Sell?
This article discusses whether investors should buy, hold, or sell IBM stock, noting that The Motley Fool Stock Advisor team did not include International Business Machines among their top 10 stock picks. It highlights past successes of the Stock Advisor's recommendations, such as Netflix and Nvidia, to encourage readers to subscribe to their service for future stock advice.
IBM Archives
This page provides an archive of news and articles related to International Business Machines Corp (IBM), detailing its stock performance, earnings, and fundamental data. It also features various articles discussing IBM's role in AI, hybrid cloud, its dividend sustainability, and comparisons with other tech and financial giants. The content covers analyst predictions, market reactions to earnings, and strategic partnerships, offering a comprehensive look at IBM's recent activities and market position.
Human augmentation is closer than we think, experts say
Experts at EmTech Future 2026 discussed how human augmentation, through technologies like nanotechnology and robotics, is rapidly advancing. Researchers predict a future where humans could merge with AI, enhance physical and cognitive abilities, and even combine human and animal forms. The discussions highlighted the potential for curing diseases, improving daily life, and achieving human-AI symbiosis, while also addressing critical concerns about accessibility, data security, and maintaining human agency.
IBM and CoreWeave tackle agent workload isolation
IBM Research is collaborating with CoreWeave to address the infrastructure challenges of agent workload isolation as AI model development evolves beyond training to include task execution and agent testing. This partnership focuses on co-designing controls, identity management, and using CoreWeave Sandboxes to provide isolated execution environments. The goal is to optimize security and performance while managing the complexities of a growing AI supply chain.
CID HoldCo, Inc. (NASDAQ: DAIC) Share Price, DAIC Stock News, DAIC Share Price & Updates
This article provides an overview of CID HoldCo, Inc. (NASDAQ: DAIC), a technology company specializing in real-time precision location and asset tracking. It includes current stock price, key financial metrics, historical income statements, balance sheets, cash flow breakdowns, and a peer comparison. The company's AI summary highlights limited public information and the associated investment risks due to sparse disclosure.
First Financial Bank Trust Division Makes New $4.88 Million Investment in Arista Networks, Inc. $ANET
First Financial Bank Trust Division recently acquired 23,960 shares of Arista Networks, Inc. (NYSE:ANET) valued at approximately $4.88 million during the third quarter. This investment comes as institutional investors collectively own 82.47% of the company, despite recent insider sales by major shareholders and the CEO under pre-arranged trading plans. Analysts maintain a "Buy" rating for Arista Networks, with an average price target of $231.70, following the company's strong performance, exceeding quarterly EPS and revenue estimates with 37.7% year-over-year revenue growth.
Toshiba Wants to Double HDD Supply — Western Digital, Seagate Investors Don’t Like It
Toshiba's plan to double its hard disk drive (HDD) supply by fiscal 2027, investing 60 billion yen to expand facilities, has caused concern among investors of Western Digital and Seagate Technology. The expansion, driven by AI data center demand, could lead to oversupply and pressure HDD pricing, despite current tight market conditions. Western Digital's stock fell, even after S&P Global revised its outlook to positive, while Seagate also saw declines.
Form 4 T Stamp Inc For: 2 October By Investing.com
This article reports on a Form 4 filing for T Stamp Inc. (IDAI) on October 2nd. It notes a 6.10% increase in IDAI's stock. The content primarily serves as a brief announcement rather than an in-depth analysis.
Cognizant, IBM and Salesforce gain up to 13% after Accenture’s upbeat Q4 results lift sentiment
Shares of Cognizant, IBM, and Salesforce rose significantly after Accenture reported strong fiscal fourth-quarter results, beating revenue forecasts and providing an upbeat outlook for fiscal 2027. Cognizant saw the biggest jump, increasing by 12.70%, while IBM and Salesforce also posted gains, boosting overall market sentiment in the sector. Accenture's positive performance, including $18.7 billion in revenue and robust bookings, suggests its consulting business is resilient despite economic uncertainties.
IBM (IBM) director receives a 415-share award with payout deferred until retirement.
IBM director Michael Miebach was granted 415 "Promised Fee Shares" on September 30, 2026, as part of the IBM Board of Directors Deferred Compensation and Equity Award Plan. The award, valued at $219.93 per share, defers payment until his retirement. After this transaction, Miebach's total holdings of these shares increased to 4,724.
How MP Materials picked Fort Worth to restart US rare earth supply chain
MP Materials, a rare earth magnet maker, chose Fort Worth for its first full-fledged factory due to industrial infrastructure, workforce availability, logistics, and the ability to build quickly. The company, founded to restore the rare earth industry in the U.S. which is currently dominated by China, has secured major contracts with General Motors and Apple. With support from figures like Ross Perot Jr. and the U.S. Department of Defense, MP Materials aims to significantly ramp up production, potentially expanding its workforce from 350 to over 2,000 employees.
Controlling agents a joint priority for data, AI governance teams
Data and AI governance teams must collaborate to ensure AI agents operate effectively and safely. This involves establishing strong metadata management for context and implementing robust guardrails to prevent rogue behavior and address data privacy and security concerns. The fast pace of AI development necessitates integrating governance processes directly into development pipelines and implementing risk-based review processes for AI projects.
Frank Baker elected to International Business Machines board, joins Governance Committee
International Business Machines (IBM) has elected Frank Baker to its Board of Directors, effective October 1, 2026. Baker will also join the Directors and Corporate Governance Committee. He is known as the co-founder and Managing Partner of Siris Capital Group, LLC.
Better Quantum Computing Stock: IonQ vs. D-Wave
This article compares IonQ and D-Wave Quantum, two pure-play quantum computing stocks, highlighting their potential and risks. While both companies are far from profitability and carry significant risks, IonQ is recommended as the safer buy due to its trapped-ion quantum system, partnership with Nvidia, and a lower price-to-sales ratio compared to D-Wave Quantum.
A director award brings Andrew N. Liveris’s IBM (IBM) fee-share holdings to 45,262.
IBM director Andrew N. Liveris acquired 444 Promised Fee Shares on September 30, 2026, as part of the IBM Board of Directors Deferred Compensation and Equity Award Plan. These shares, valued at $219.93 each, are deferred until retirement and can be paid in IBM common stock or cash. Following this acquisition, Liveris's total holdings of Promised Fee Shares now stand at 45,262.
IBM (IBM) director Michelle J. Howard acquires fee shares, bringing her balance to 17,050.
IBM director Michelle J. Howard acquired 291 promised fee shares on September 30, 2026, as part of her deferred compensation plan. These shares, valued at $219.93 each, increase her total holdings to 17,050 promised fee shares. The distribution of these shares is deferred until her retirement, at which point they will be paid out in common stock or cash.
IBM (IBM) director acquires 268 deferred shares, payable in stock or cash after retirement.
IBM director Martha E. Pollack acquired 268 Promised Fee Shares on September 30, 2026, as part of the IBM Board of Directors Deferred Compensation and Equity Award Plan. These shares, valued at $219.93 each, will be distributed in IBM common stock or cash after her retirement. This transaction increases her direct position to 17,899 Promised Fee Shares.
Accenture Earnings Lift Software and IT Services Stocks: Cognizant, IBM, Wipro Rise on Thursday
Accenture reported strong fourth-quarter fiscal 2026 results, surpassing Wall Street estimates for earnings and revenue, and provided optimistic fiscal 2027 guidance. This positive performance led to a significant rise in Accenture's stock and boosted other software and IT services companies like Cognizant, IBM, and Wipro, despite prior investor concerns about AI's potential impact on labor-intensive service businesses. The company's CEO highlighted record client bookings, while analysts remain divided on the long-term impact of AI on the sector's growth.
IBM Is Betting AI’s Next Big Market Won’t Live in the Cloud
IBM is making its AI software-development platform, Bob, available for on-premises, private-cloud, sovereign-cloud, and air-gapped environments, rather than exclusively in the cloud. This strategy addresses the challenge of sensitive or regulated data that cannot be moved to external AI services, potentially expanding AI adoption in sectors like finance and healthcare. While IBM is not abandoning the cloud, its focus on flexible deployment locations aims to capture more of the enterprise AI market by determining where AI runs, which models are used, and how companies govern it.
Coursera (COUR) Advances AI Upskilling Push With Project Helix
Coursera (COUR) is advancing its AI upskilling strategy with "Project Helix," an AI-native skills platform for enterprises, following its merger with Udemy. The company's stock has seen a 6.21% increase amid strong demand for online learning and AI skills, reinforced by a $70M national AI education program with Verizon, IBM, Google, and Microsoft. While Coursera is still operating at a loss, its strong balance sheet and strategic moves in the AI education market position it as a catalyst-driven swing-trading stock.
Accenture Soars 23% as Record Bookings Dispel AI Demand Fears; Infosys Jumps 8%, IBM Climbs 5%
Accenture's stock surged 23% after reporting record full-year bookings of $84.5 billion, alleviating market fears that AI would diminish demand for consulting services. This positive news also led to an 8% jump for Infosys and a 5% rise for IBM, indicating a sector-wide repricing of IT consulting stocks. Despite this, concerns remain that AI automation could eventually erode pricing and renewals for Accenture's contracted work.
International Business Machines Corp Stock (IBM) Opened Up by 4.68% on Oct 1: Key Drivers Unveiled
IBM's stock surged by 4.68% due to renewed institutional buying after a period of valuation compression and accelerated adoption of its enterprise AI and hybrid cloud platforms. The company's focus on high-margin software, Red Hat OpenShift, and secure AI deployment capabilities strengthened its market position. Despite some technical sell signals and risks like mainframe hardware contraction, analysts maintain an average price target of $242.71, reflecting confidence in its strategic pivot.
IBM Jumps 5% as Bob Coding Agent Gains Self-Hosted Deployment; Salesforce Rises 3%, Palantir Inches Higher
IBM's stock surged by 5% after it extended its Bob coding agent to self-hosted environments, allowing regulated enterprises to use the platform behind their firewalls. This move addresses data residency and security concerns for companies that cannot use public AI platforms. While Salesforce and Palantir also saw gains, their increases were more in line with the broader software sector ETF, indicating a specific repricing for IBM based on this strategic deployment.
IBM Stock Rises After Unveiling Self-Hosted Deployment for IBM Bob
IBM shares are trading higher after the company announced a self-hosted deployment option for its agentic software development platform, IBM Bob. This new feature allows enterprises, particularly those in regulated industries, to deploy AI-powered software development in on-premises, private-cloud, sovereign-cloud, and air-gapped environments. The move aims to enhance AI sovereignty, security, governance, and control over sensitive data and workflows, leading to a significant increase in IBM's stock price.
2027 Canada Salary Guide from Robert Half reveals 55% of employers are stretching salary budgets to secure top talent
Robert Half's 2027 Canada Salary Guide indicates that 55% of employers are offering higher-than-planned salaries to attract top talent, particularly those with specialized skills, with 61% citing this as a key reason. The guide also highlights that 63% of companies are increasing pay for professionals with relevant AI skills, and 70% are implementing pay transparency measures beyond legal requirements to strengthen talent attraction. These findings suggest a competitive talent market where specialized skills and transparency are driving compensation strategies.
Editas Medicine (NASDAQ:EDIT) Stock Breaks Below 50-Day Moving Average - Here's Why
Editas Medicine (NASDAQ:EDIT) shares have fallen below their 50-day moving average, trading at $2.57, below the $2.85 average. Despite the stock's recent dip, analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $5.80. The company also recently exceeded quarterly earnings expectations, reporting a smaller loss and higher revenue than projected.
IBM's AI can help build software without moving sensitive code
IBM has introduced a self-hosted deployment option for its AI software development platform, IBM Bob, allowing organizations to manage AI within their own infrastructure. This innovation addresses critical concerns regarding data residency, security, and AI governance, particularly for regulated industries and sensitive data. The self-hosted solution enables enterprises to leverage AI for software development and modernization without moving sensitive code or data to external platforms.
NetApp Unveils Novus, AI Data Engine Upgrades to Power Agentic AI
NetApp (NASDAQ: NTAP) introduced Novus, a disaggregated storage architecture for large AI factories and GPU clusters, boasting zettabyte-scale file systems and performance up to 100 TB per second. The company also enhanced its AI Data Engine to activate heterogeneous enterprise data across various storage systems and clouds without migration, offering new metadata capabilities free for six months. Additionally, NetApp expanded its hybrid-cloud management, security, and recovery tools, alongside strengthening partnerships with Oracle Cloud, Google Cloud, and Microsoft Azure to support diverse AI workloads.
AI is now ‘super intelligence,’ but federal oversight is still missing
President Trump has officially renamed AI to "super intelligence" in an executive order, signaling a shift away from federal oversight and towards self-regulation by AI companies. This move, which comes amid growing AI safety concerns and the upcoming election season, is seen as an attempt to ease anxieties while doubling down on American technological advancement in the global AI race. The president has also secured a joint agreement from major AI vendors for self-governance and independent auditing.
Responsibility in the Age of AI
Citi CEO Jane Fraser announces Citi's participation in the expanded Alliance for Critical Infrastructure (ACI) to manage the systemic risks associated with the rapid development of AI. This initiative brings together leaders from critical sectors to enhance national resilience and address interconnected challenges that transcend traditional industry boundaries. The collaboration aims to strengthen defenses against potential AI-enabled disruptions, building on Citi's existing preparedness efforts.
Rigetti Computing (NASDAQ:RGTI) Quantum Shares Trade Choppy As Chip And AI Names Lead Wall Street Higher
Rigetti Computing (NASDAQ:RGTI) shares traded choppily, lagging behind the broader market rally driven by semiconductor and AI stocks, and remain significantly below their yearly peak. Despite growing demand, roadmap progress, and federal support highlighted in its August quarterly update, the quantum computing company's stock is highly volatile due to small revenue, heavy research spending, and market sentiment. The company designs and manufactures superconducting quantum processors with an integrated hardware approach and benefits from government interest in quantum technology.
Coursera Stock Holds Support As AI Upskilling Story Grows
Coursera (COUR) stock is showing resilience, trading up by 7.92% amid strong enrollment growth and a positive outlook for online education, particularly in AI upskilling. The company is focusing on its AI-native enterprise skills platform, Project Helix, set for broad launch in 1H 2027, and has secured a partnership with Verizon for a national AI education program. Despite a near-term dip following the Helix preview, the long-term narrative for Coursera is driven by increasing demand for AI and human skills training, supported by a strong balance sheet with $871.7M in cash and no long-term debt.
HPE Stock Surges As AI Deals And Guidance Reset Bull Case
Hewlett Packard Enterprise (HPE) stock surged over 6% driven by strong Q3 FY26 results, increased AI-driven cloud initiatives, and positive guidance. The company reported a 34% revenue jump to $12.2 billion, an EPS beat, and secured a $3.5 billion AI inferencing contract, leading to reiterated "Buy" ratings from analysts and raised price targets. HPE's expanded collaboration with Oracle and significant growth in its Networking segment highlight its emerging role as a key player in the AI infrastructure market.
Only 6% of CFOs say AI is built into finance work and decisions at scale, IBM finds
An IBM study found that 62% of surveyed CFOs have expanded their roles to include technology or AI strategy leadership. However, only 6% reported that their finance functions were "transformation-ready," with AI consistently embedded into workflows and decision-making at scale. The study highlights that AI-first CFO organizations achieved 23% higher revenue growth and approved AI initiatives 15% faster than their peers, with most CFOs expecting to design financial and ethical AI guardrails by 2030.
Half of surveyed convenience-store customers say stores feel too automated without easy access to a real person.
A new report by PAR Technology reveals that while 80% of convenience store customers have encountered AI, half feel stores become "too automated" if they can't easily access a real person. Customers prioritize AI for faster checkout and personalized loyalty rewards based on purchase history but are wary of it using broader personal data. The report emphasizes the importance of balancing AI efficiency with maintaining human interaction and transparency to build customer trust.
From Mid-Market Growth to Global Enterprise Transformation: How Melonleaf Consulting Is Expanding Its Salesforce, Data and AI Capabilities
Melonleaf Consulting is expanding its Salesforce, data, and AI capabilities to support enterprise transformation, moving beyond traditional CRM to integrate Salesforce with broader technology ecosystems. The company focuses on the convergence of CRM, data, AI, agents, and automation, addressing enterprise data fragmentation, AI readiness, and integration complexities. By combining Salesforce expertise with Databricks and other data solutions, Melonleaf aims to provide a connected architecture for clients, enabling more effective use of AI and advanced analytics across their business operations.
Gartner: AI is changing cybersecurity faster than cloud ever did
According to Gartner analyst Josh Murphy, AI is rapidly transforming the cybersecurity landscape, with 94% of executives seeing it as the main driver of cyber transformation. However, AI also introduces new risks, particularly internal ones like shadow AI and data leakage, which 87% of executives identify as the fastest-growing cyber risk. Murphy advises organizations to prioritize immediate actions ("sprints") rather than multi-year programs, focusing on controlling AI access and ensuring visibility, rather than cutting essential security controls for AI projects.
Jacobs Solutions Reports Q3 2026 Results: Full Earnings Call Transcript
Jacobs Solutions reported robust Q3 2026 results, with adjusted EPS increasing by 14% to $1.84 and backlog surging 27% to $29 billion. The company raised its fiscal year 2026 guidance for the third time, projecting adjusted net revenue growth of 9.5% to 10% and adjusted EPS between $7.20 and $7.30. Key growth drivers included significant awards in water, environmental, and AI data center projects, with AI infrastructure now accounting for 11% of adjusted net revenue, highlighting strong momentum in advanced manufacturing and critical infrastructure sectors.
Ives Ultra AI Opportunities prices $200M IPO | IVAI Stock News
Ives Ultra AI Opportunities Inc. (IVAI) has priced its initial public offering at $200 million, offering 20,000,000 common shares at $10.00 each. This closed-end investment fund aims to provide public investors with access to private AI companies, with trading expected to commence on the NYSE on September 30, 2026. The fund has up to 12 months to propose its initial private AI investments and offer investors the opportunity to tender their shares.
One Year Later, Only One Quantum Stock Call Paid Off. Here’s What Changed.
A year after making quantum computing stock predictions, only the "Sell" call on D-Wave Quantum proved accurate, while the "Buy" call on IonQ failed. This article revisits the three key quantum names—IonQ, D-Wave, and Rigetti Computing—and provides updated ratings based on recent financial performance. IonQ now earns a "Buy" due to significant revenue growth, while D-Wave and Rigetti Computing remain "Sells" until they demonstrate clearer progress in shipping systems and achieving quantum advantage, respectively.
Arista Networks, Inc. (NYSE:ANET) Stock Has Consensus Price Target of $230.74 According to Brokerages
Arista Networks (NYSE: ANET) has received a consensus "Buy" rating from twenty-two brokerages, with an average 12-month price target of $230.74. The company recently reported stronger-than-expected quarterly earnings and revenue, driven by AI-driven data center networking demand. However, risks include its premium valuation and significant insider selling, with executives and major shareholders selling approximately $715 million in shares over the past 90 days.
Infosys, TCS, HCL Tech, Wipro, TechM: Weakest Q2 results in 3 years? Share price targets
Jefferies anticipates that large IT firms like Infosys, TCS, HCL Tech, Wipro, and TechM will report their weakest Q2 growth in three years, despite an overall 1.7% sequential revenue growth for the IT sector in constant currency. The focus for investors will be on individual companies' guidance, deal wins, margin improvements, and AI strategies. Mid-sized IT firms are expected to show higher growth compared to their larger counterparts.
Arista Networks (NYSE:ANET) Stock: Insider Jayshree Ullal Sells 62,622 Shares
Arista Networks CEO Jayshree Ullal sold 62,622 shares of ANET stock for approximately $13.24 million, reducing her direct ownership by 1.27%. This transaction was conducted under a pre-arranged Rule 10b5-1 plan. Despite the sale and the stock's premium valuation, Arista Networks continues to receive bullish ratings from Wall Street analysts, driven by strong quarterly earnings, significant revenue growth, and high demand for AI-related data-center networking.
BIG CX NEWS from Five9, RingCentral, and Infobip
This article provides a roundup of significant customer experience (CX) news from the past week. Five9 reported record Q2 results with increased revenue and stock growth, attributing success to its diverse customer base and retention rates. RingCentral launched new cloud capabilities to enhance automation, reduce app switching, and improve integrations with Salesforce and HubSpot, alongside new phone features. Infobip acquired Peerless Network to expand its global voice offering and U.S. market presence, while monday.com entered the sales CRM space with a new platform designed to centralize customer data and streamline sales processes.
International Business Machines Corporation (IBM.MX) Stock Price, News, Quote & History
This page provides comprehensive financial data for International Business Machines Corporation (IBM.MX), including its stock price, news, quotes, and historical performance. It details the company's operational segments, key financial metrics like market cap and P/E ratio, and recent performance against benchmarks, along with an overview of its strategic partnerships and services.
