International Business Machines

Yahoo Finance • 3 hours ago

Claude Code Challenges IBM Legacy Business As Valuation Discount Widens

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Anthropic launched Claude Code, an AI tool aimed at automating modernization of COBOL on mainframes, raising questions abou... Full story

Yahoo Finance • 9 hours ago

SA Asks: As AI gains traction, what's next for IBM?

[Exterior view of the French headquarters of IBM, Bois-Colombes, France] HJBC Shares of International Business Machines (IBM [https://seekingalpha.com/symbol/IBM]) were hammered this week after Anthropic (ANTHRO [https://seekingalpha.com/... Full story

Yahoo Finance • 10 hours ago

Pearson H2 Earnings Call Highlights

Pearson logo Key Points Pearson delivered a solid 2025 with 4% sales growth, adjusted operating profit of £614 million and a margin of 17.2%, while adjusted EPS rose to £0.645; free cash flow conversion was strong (125% including a tax r... Full story

Yahoo Finance • 16 hours ago

VNET Group, Inc. (VNET): A Bull Case Theory

We came across a bullish thesis on VNET Group, Inc. on Agon Investments’s Substack. In this article, we will summarize the bulls’ thesis on VNET. VNET Group, Inc.'s share was trading at $11.85 as of February 20th. VNET’s forward P/E was 25... Full story

Yahoo Finance • 17 hours ago

Insider trades: IBM, Boeing, Coca-Cola among notable names

[Government Insider Trading] This week insider transactions were seen across major companies like Boeing (BA [https://seekingalpha.com/symbol/BA]), Coca-Cola (KO [https://seekingalpha.com/symbol/KO]) and Palantir (PLTR [https://seekingalp... Full story

Yahoo Finance • 17 hours ago

What are HALO Stocks and Should You Invest in Them This Year?

Artificial intelligence (AI) is beginning to disrupt the economy -- and the stock market -- in a major way. There was a major sell-off in the market, and in tech stocks in particular, on Monday, Feb. 23, due to growing anxieties about the... Full story

Yahoo Finance • 18 hours ago

Rubrik, Inc. (RBRK): A Bull Case Theory

We came across a bullish thesis on Rubrik, Inc. on Vasileios Prassas’s Substack by Vasileios. In this article, we will summarize the bulls’ thesis on RBRK. Rubrik, Inc.'s share was trading at $54.55 as of February 13th. RBRK’s trailing and... Full story

Yahoo Finance • yesterday

AI “factor flip”: Why Wall Street is dumping tech quality for traditional value

Traditional “quality” stocks slump as AI threatens industry moats The quantitative strategies that have governed trillions of dollars in global capital are facing a historic identity crisis. As artificial intelligence reshapes the economi... Full story

Yahoo Finance • yesterday

I'm Not Convinced Anthropic's New COBOL Coding Tool Is an Actual Threat to IBM

Key Points Anthropic’s AI-powered computing-coding agent Claude appears easily capable of competing with one of IBM’s core businesses. Worries of this threat sent IBM stock careening on Monday. A deeper dive into this technology reveals t... Full story

Yahoo Finance • yesterday

S&P 500 Weekly Decline Contributes to February Drop as Tech Weighs

The Standard & Poor's 500 edged down 0.4% this week, led by the technology and financial sectors. PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n... Full story

Yahoo Finance • 2 days ago

Quantum Computing No Longer a Speculative Bet. IonQ’s Surging Stock Drives Home That Point.

IonQ’s earnings beat pushed the shares sharply higher and underscored Wall Street’s growing appetite for quantum-computing stocks. Continue Reading... Full story

Yahoo Finance • 2 days ago

IBM’s Claude Code Shock Tests Confidence In Mainframe And AI Transition

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. IBM (NYSE:IBM) saw its sharpest single day stock drop in over 25 y... Full story

Yahoo Finance • 2 days ago

Jim Cramer on International Business Machines: “Astonishing Decline for a Company That Is Actually Doing Quite Well”

International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer commented on. Cramer noted the stock’s recent decline, as he remarked: Yesterday, Anthropic put out something that sounded like it could hurt IBM, and... Full story

Yahoo Finance • 3 days ago

Heron Therapeutics outlines $173M–$183M 2026 sales targets amid acute care momentum and expanded commercial investment

Earnings Call Insights: Heron Therapeutics (HRTX) Q4 2025 MANAGEMENT VIEW * CEO Craig Collard emphasized the "successful completion of our financing," describing it as a "meaningful derisking event" that enables the company to focus on... Full story

Yahoo Finance • 3 days ago

Will AI Kill Software? Fear Creeps Beyond 'Saaspocalypse,' Hits IBM, DoorDash

IBM, the 115-year old enterprise tech behemoth, doesn't have a ton in common with 13-year-old food-delivery app operator DoorDash. IBM stock on Monday was stung with its worst single-day loss since 2000, with a 13% dive prompted by a blog... Full story

Yahoo Finance • 3 days ago

Omnilogy to Attend PowerUp 2026, the Largest IBM i Community Event in the World

IBM i development leaders will give presentation on AI-driven observability to help IBMers save time and avoid costly errors amid a shrinking talent pool NEW YORK, February 26, 2026--(BUSINESS WIRE)--Omnilogy, a global technology develope... Full story

Yahoo Finance • 3 days ago

Northwest Registered Agent Unveils the Agent Network Unified System

SPOKANE, Wash., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Northwest Registered Agent, the industry's original innovator in artificial-intelligence-driven compliance solutions, proudly announces the launch of its newest breakthrough: the Agent Ne... Full story

Yahoo Finance • 3 days ago

Deere, industrial stocks could be the new AI winners. Here's why.

After strong commentary from Nvidia (NVDA) reinforced confidence in AI spending and broader economic resilience, investors are asking whether it's time to rotate into industrial names. Laffer Tengler Investments CEO and CIO Nancy Tengler... Full story

Yahoo Finance • 3 days ago

Bentley Systems Q4 Earnings Call Highlights

Bentley Systems logo Bentley Systems (NASDAQ:BSY) executives used the company’s fourth-quarter earnings call to highlight steady subscription-led growth in 2025, a financial outlook calling for continued low double-digit momentum in 2026,... Full story

Yahoo Finance • 3 days ago

A VC and some big-name programmers are trying to solve open source’s funding problem, permanently

Image Credits:sesame / Getty Images A group of notable open-source programmers are joining with a VC investor to launch a nonprofit called the Open Source Endowment in hopes of permanently solving the perennial issue with developing open-... Full story