IBM's stock declined 9% following a sharp 42% drop in mainframe sales in Q2 2026, causing investor concern. Despite this, the stock appears fairly valued rather than a bargain. IBM's growth now relies heavily on its software segment, which makes up 45% of revenue and is 80% recurring, with Red Hat and automation offering strong expansion potential. However, risks remain from high acquisition costs, execution challenges, and rising debt, warranting careful monitoring of future cash flow and returns.
IBM's stock has risen 11.74% recently after a dip, driven by growth in hybrid-cloud, AI, and software segments like Red Hat and Data. Despite a weak Q2 with a drop in mainframe revenue and ongoing securities inquiry, IBM raised its full-year revenue ...
Insurance company Allstate is proactively investing in quantum computing, expanding its team to explore how the technology can improve risk-based pricing for policies. CEO Tom Wilson acknowledges uncertainty about when quantum computing will fully de...
IBM has partnered with OpenAI to bring OpenAI's AI models and tools, including GPT-5.6 and Codex, to more enterprise customers through IBM's global consulting business. The deal involves joint marketing and development of industry-specific AI solutio...
IBM's recent quantum computing research shows quantum systems can outperform classical computers on specific problems, marking a technical milestone. However, CFOs should prioritize the economic impact, including costs of runtime, integration, and ta...
President Trump's executive order to separate the combined MMR vaccine into individual shots faces significant regulatory and manufacturing challenges, with FDA approval potentially taking up to 10 years. Merck and GSK, the only licensed producers of...
