International Business Machines Corporation

IBM

$210.50

-1.17%

N/A-$2.50

Tecnología

Servicios de Tecnologías de la Información

NYSE

Negociación activa

International Business Machines Corporation (IBM) ofrece soluciones y servicios tecnológicos integrales en todo el mundo. Las operaciones de la empresa se organizan ...

Noticias recientes de IBM

MarketBeat13/7/2026Neutral (-0.109)

Procyon Advisors LLC aumenta su participación en International Business Machines Corporation $IBM

Procyon Advisors LLC incrementó su participación en International Business Machines Corporation (NYSE:IBM) en un 18,6% durante el primer trimestre, según un reciente informe de la SEC. La firma ahora posee 15.571 acciones con un valor aproximado de 3,77 millones de dólares. Este movimiento forma parte de una tendencia más amplia, ya que varios otros inversores institucionales también ajustaron sus participaciones en IBM, lo que refleja distintos puntos de vista sobre el desempeño de la empresa tecnológica y sus perspectivas futuras, especialmente en IA y computación cuántica.

MarketBeat13/7/2026Neutral (-0.072)

Diversify Wealth Management LLC aumenta su posición en International Business Machines Corporation $IBM

Diversify Wealth Management LLC incrementó significativamente su participación en International Business Machines Corporation (IBM) en un 100,6% durante el primer trimestre, ahora con 39.808 acciones por un valor aproximado de 9,04 millones de dólares. IBM está ganando atención por sus avances en IA y computación cuántica, junto con sólidos resultados del 1T, incluidos unas ganancias por acción (EPS) de 1,91 dólares y unos ingresos de 15,92 mil millones de dólares, y un dividendo trimestral incrementado de 1,69 dólares por acción. A pesar de cierta percepción positiva, los analistas siguen siendo cautelosos de cara a las ganancias del 2T de IBM, citando posibles presiones sobre los negocios de consultoría y mainframe derivadas de la IA, incluso cuando se amplían nuevas áreas de crecimiento.

MarketBeat13/7/2026Bullish (0.358)

Diversify Wealth Management LLC tiene 8,78 millones de dólares en participaciones en acciones de RTX Corporation $RTX

Diversify Wealth Management LLC incrementó significativamente su participación en RTX Corporation en un 48,2% en el primer trimestre, con 45.522 acciones por un valor aproximado de 8,78 millones de dólares. RTX reportó unos sólidos resultados del primer trimestre y unos ingresos que superaron las estimaciones de los analistas, y elevó su guía de 2026 para todo el año. La empresa también anunció un dividendo trimestral de 0,73 dólares por acción, mientras que los analistas mantienen una calificación consensuada de "Moderate Buy" con un precio objetivo de 211,38 dólares.

MarketBeat13/7/2026Neutral (0.119)

Fifth Third Bancorp aumenta sus participaciones en Starbucks Corporation $SBUX

Fifth Third Bancorp incrementó significativamente su participación en Starbucks Corporation en un 91,2% durante el primer trimestre, ahora con 452.354 acciones con un valor superior a 40 millones de dólares. Otros grandes inversores institucionales como Vanguard Group, Capital World Investors y State Street Corp también modificaron recientemente sus participaciones en Starbucks. Mientras tanto, el desempeño de la acción de Starbucks, las transacciones de los insiders, las calificaciones de los analistas y los anuncios de dividendos se detallan, destacando su solidez financiera y el sentimiento del mercado.

Kavout | AI13/7/2026Neutral (0.067)

Apuesta agencial de SoundHound AI: por qué el mercado se está perdiendo el potencial transaccional

SoundHound AI está realizando un giro estratégico de la IA de voz básica a una plataforma integral de "IA agencial", dirigida a la automatización compleja basada en transacciones en sectores empresariales. A pesar del sólido crecimiento de los ingresos en el primer trimestre de 2026 del 52% y de un balance sólido, el mercado sigue preocupado por las pérdidas operativas y la valoración elevada. Se espera que la adquisición planificada de LivePerson y el lanzamiento de la plataforma OASYS amplíen la presencia de mercado de SoundHound y aceleren su camino hacia la rentabilidad mediante la integración de mensajería digital y agentes de IA autodidactas.

MarketBeat•7/13/2026

Procyon Advisors LLC aumenta su participación en International Business Machines Corporation $IBM

Neutral (-0.109)

earnings

IBM: Somewhat-Bullish (0.300)

Relevancia 1.000

MarketBeat•7/13/2026

Diversify Wealth Management LLC aumenta su posición en International Business Machines Corporation $IBM

Neutral (-0.072)

earnings

IBM: Somewhat-Bullish (0.305)

Relevancia 1.000

MarketBeat•7/13/2026

Diversify Wealth Management LLC tiene 8,78 millones de dólares en participaciones en acciones de RTX Corporation $RTX

Bullish (0.358)

financial markets

IBM: Somewhat-Bullish (0.334)

Relevancia 0.613

MarketBeat•7/13/2026

Fifth Third Bancorp aumenta sus participaciones en Starbucks Corporation $SBUX

Neutral (0.119)

earnings

IBM: Neutral (-0.122)

Relevancia 0.604

Kavout | AI•7/13/2026

Apuesta agencial de SoundHound AI: por qué el mercado se está perdiendo el potencial transaccional

Neutral (0.067)

technology

IBM: Neutral (-0.109)

Relevancia 0.641

MarketBeat•7/12/2026

Acciones de computación cuántica a seguir hoy: 12 de julio

MarketBeat identificó siete acciones de computación cuántica a seguir el 12 de julio, incluidas IonQ, D-Wave Quantum, Quantinuum, Quantum Computing y Horizon Quantum Computing Pte. Estas empresas se destacaron debido a su alto volumen de negociación en dólares en los días recientes, lo que indica un creciente interés en el sector de la computación cuántica. El artículo subraya el cambio de la computación cuántica de la investigación a la adopción comercial temprana, impulsado por las crecientes demandas computacionales de la IA y otras aplicaciones avanzadas.

Somewhat-Bullish (0.175)

International Assets Investment Management LLC adquiere 3.641 acciones de International Business Machines Corporation $IBM

International Assets Investment Management LLC aumentó su participación en International Business Machines Corporation en un 32,2% durante el primer trimestre, añadiendo 3.641 acciones para poseer un total de 14.947 acciones valoradas en 3.634.000 dólares. Otros inversores institucionales también ajustaron sus posiciones en IBM. El artículo también ofrece detalles sobre el desempeño reciente de la acción de IBM, métricas financieras, aumento de dividendos y calificaciones de analistas, junto con noticias clave que impactan a la empresa, particularmente sus avances en computación cuántica y IA.

The Fintech Times•7/12/2026

SEI nombra a Matt Provencher para un nuevo cargo global de servicios profesionales

SEI (NASDAQ: SEIC) ha nombrado a Matt Provencher como director global de servicios profesionales para empresas, un cargo nuevo diseñado para escalar sus capacidades de servicios profesionales a nivel mundial. Provencher reportará a Sanjay Sharma, CEO de SEI International, y será responsable de construir un modelo de entrega escalable para las plataformas y servicios de SEI, incluyendo áreas como SEI Data Cloud, IA y ciberseguridad. Este nombramiento significa el movimiento estratégico de SEI para convertirse en un socio de transformación de extremo a extremo, alineándose con una tendencia más amplia de la industria en la que los proveedores de plataformas están fortaleciendo sus servicios profesionales para ofrecer soluciones integrales a sus clientes.

Bullish (0.358)

finance

IBM: Somewhat-Bullish (0.250)

Relevancia 0.621

MarketBeat•7/11/2026

Swedbank AB Increases Stock Position in IonQ, Inc. $IONQ

Swedbank AB recently increased its holdings in IonQ, Inc. by 147.7%, bringing its stake to 149,503 shares valued at approximately $4.31 million. Other institutional investors also adjusted their positions, with hedge funds and institutions collectively owning 41.42% of IonQ stock. Despite some insider selling, analysts generally rate IonQ as a "Moderate Buy" with a consensus target price of $69.88, even though the stock traded down -$1.87 to $42.90 on Friday.

Somewhat-Bullish (0.167)

USS Investment Management Ltd Buys 542,626 Shares of Amazon.com, Inc. $AMZN

USS Investment Management Ltd significantly increased its stake in Amazon.com, Inc. by 20.4% in the first quarter of 2026, purchasing an additional 542,626 shares and bringing its total holdings to 3.2 million shares valued at approximately $665.8 million. Institutional ownership of Amazon remains high at 72.20%, and Wall Street analysts maintain a positive outlook with 57 Buy ratings, three Holds, and a consensus price target of $312.79. However, the article also notes investor caution regarding Amazon's heavy capital expenditure and rising debt, despite its strong AI/data-center buildout and attractive valuation.

The Globe and Mail•7/11/2026

Rackspace Technology (RXT) Gets a Hold from RBC Capital

RBC Capital analyst David Paige maintained a Hold rating on Rackspace Technology (RXT) with a price target of $4.00, following the company's shares closing at $4.37. TipRanks notes that Paige has a strong success rate with recommended stocks. Rackspace Technology also received a maintained Hold rating from UBS with a $5.70 price target, and reported quarterly revenue of $678.1 million and a net profit of $8.3 million for the quarter ending March 31.

Simply Wall Street•7/10/2026

Will SEI’s Q2 2026 Results and High ROE Shape SEI Investments' (SEIC) Efficiency-Led Narrative

SEI Investments recently reported continued revenue and EPS growth along with strong return on equity, and is preparing for its Q2 2026 earnings release. The company's consistent earnings growth, operational efficiency, and high ROE reinforce its position in outsourced financial services, but investors are watching to see if technology investments and AI initiatives impact margins. The upcoming earnings call on July 22 will be key to understanding whether these positive trends can be sustained amid increased spending.

Somewhat-Bullish (0.216)

earnings

IBM: Neutral (0.115)

Relevancia 0.606

Simply Wall Street•7/10/2026

International Business Machines (NYSE:IBM) Stock Forecast & Analyst Predictions

IBM is forecast to grow earnings by 6% and revenue by 4.5% annually, with EPS increasing by 4.8%. The company's recent strategic initiatives are focused on AI, quantum computing, and hybrid cloud solutions, including new AI-powered development platforms like IBM Bob, advanced chip technology, and acquisitions like Confluent. Analysts have mixed views, balancing the potential of these high-growth areas against execution risks and valuation concerns.

IBM (IBM) Stock May Be 17% Below Fair Value After Chip Breakthrough

IBM stock appears undervalued based on Discounted Cash Flow (DCF) and earnings multiples, despite having delivered a strong 175% return over the past five years. The DCF model suggests a 16.7% intrinsic discount, valuing the stock at $362 per share against a current price of $302. However, a broader set of valuation checks and high uncertainty from options pricing indicate the undervaluation is not straightforward, with both bull and bear cases existing for the company's future.

Somewhat-Bullish (0.311)

earnings

IBM: Somewhat-Bullish (0.337)

Relevancia 1.000

Finbold•7/10/2026

Wall Street analyst sets IBM stock price target for 12 months

A Wall Street analyst from Susquehanna, James Friedman, has initiated a neutral rating for IBM (NYSE: IBM) with a 12-month price target of $303, suggesting a 2.6% upside from its current price. Friedman highlights strong AI bookings and software growth but expresses concerns about the Consulting division's vulnerability to automation. The broader consensus among 18 analysts surveyed by TipRanks is a moderate Buy rating with an average target of $302.94.

Somewhat-Bullish (0.185)

finance

IBM: Somewhat-Bullish (0.214)

Relevancia 1.000

Stock Titan•7/10/2026

U.S. government races to zero trust as AI reshapes cyber defense

The U.S. public sector is rapidly adopting zero trust security architectures and integrating AI into cyber defense strategies, driven by federal mandates and increasing sophistication of cyber threats. A new ISG report highlights this shift towards identity-centric security, continuous authentication, and leveraged managed security services to address workforce shortages and enhance resilience. The report also identifies top providers in strategic, technical, and next-gen SOC/MDR services, with EY recognized for exceptional customer experience.

Somewhat-Bullish (0.340)

technology

IBM: Somewhat-Bullish (0.348)

Relevancia 0.642

Moomoo•7/10/2026

Dow's 190-Point Drop Led By Losses For IBM, Boeing Shares

This article reports on a 190-point drop in the Dow Jones Industrial Average, primarily attributed to significant losses in IBM and Boeing shares. The decline indicates a challenging day for the index, driven by underperformance from these key components.

Bearish (-0.385)

financial markets

IBM: Bearish (-0.428)

Relevancia 1.000

MarketBeat•7/10/2026

International Business Machines (NYSE:IBM) Coverage Initiated at Susquehanna

Susquehanna has initiated coverage on International Business Machines (NYSE:IBM) with a "neutral" rating and a $303 price target, indicating a modest potential upside. This comes after IBM reported strong earnings, beating expectations with an EPS of $1.91 and revenue of $15.92 billion, marking a 9.5% year-over-year increase. Despite positive developments in enterprise AI and cybersecurity, including new product launches and software upgrades, there are some near-term concerns regarding customer loyalty and upcoming earnings.

IBM: Neutral Rating with $303 Price Target Set by Susquehanna

Susquehanna has initiated coverage on IBM with a Neutral rating and a $303 price target, citing potential benefits from quantum computing and the Watsonx AI segment, alongside sustainable double-digit growth in its software division. While IBM shows strong potential for long-term returns with a GF Score of 80/100 and recent insider purchases, its current P/E ratio suggests a premium valuation, and the firm expresses caution regarding the consulting segment and broader industry challenges. Investors should weigh the company's technological advancements against its high valuation and industry headwinds.

Neutral (-0.082)

earnings

IBM: Neutral (-0.078)

Relevancia 1.000

Investing.com•7/10/2026

Susquehanna initiates IBM stock coverage at Neutral on consulting concerns

Susquehanna has initiated coverage on IBM (NYSE:IBM) with a Neutral rating and a price target of $303.00, expressing concerns about its consulting division due to automation and industry oversupply. Despite positive aspects like its leading quantum computing business and strong software growth, IBM's stock valuation is currently high compared to historical averages and the S&P 500. The company continues to advance in AI and quantum computing but faces potential competition in certain software areas.

Simply Wall Street•7/10/2026

Will Russell Growth Index Additions Change Bank of N.T. Butterfield & Son's (NTB) Investment Narrative?

The Bank of N.T. Butterfield & Son Limited (NTB) was recently added to several Russell growth and small-cap indices, including the Russell 3000 Growth Benchmark, which could increase its visibility among institutional investors. While this index inclusion enhances visibility and liquidity, the core investment narrative for NTB still revolves around its ability to sustain earnings quality amid potential deposit outflows and manage concentrated exposures. Investors are urged to consider the concentration risk of large deposits despite positive index and earnings news.

Summit Securities Group LLC Raises Stock Position in International Business Machines Corporation $IBM

Summit Securities Group LLC significantly increased its stake in International Business Machines (IBM) by over 6,300% in the first quarter of 2026, holding shares valued at approximately $12.4 million. This comes as IBM reported strong quarterly results, exceeding revenue and earnings expectations, and raised its quarterly dividend. The article also notes other institutional investor activities, IBM's price performance, and recent news impacting the company, including advancements in AI and quantum computing, alongside some cautionary developments.

Y Intercept Hong Kong Ltd Sells 116,818 Shares of Patterson-UTI Energy, Inc. $PTEN

Y Intercept Hong Kong Ltd significantly reduced its stake in Patterson-UTI Energy (NASDAQ:PTEN) by 40.2% in the first quarter, selling 116,818 shares and retaining 173,716 shares valued at $1.88 million. Despite this, other institutional investors have increased their holdings, and analysts have adjusted price targets with a consensus "Hold" rating. Insider selling by executives and a recent quarterly dividend payout of $0.10 per share were also noted.

Kestra Advisory Services LLC Raises Stake in International Business Machines Corporation $IBM

Kestra Advisory Services LLC has significantly increased its stake in International Business Machines (IBM) by 27.1% during the first quarter, now holding 238,449 shares valued at $57.8 million. This surge in investment coincides with IBM's focus on new AI and infrastructure initiatives, including upgrades to its Bob software platform and expanded cybersecurity partnerships. Despite positive product news, IBM's stock experienced a 2.4% dip, with investors anticipating the company's second-quarter results on July 22.

International Business Machines Corporation $IBM Stock Holdings Lessened by Ibex Wealth Advisors

Ibex Wealth Advisors significantly reduced its stake in International Business Machines (IBM) by 36.2% in the first quarter, selling over 15,000 shares. Despite this, IBM has been active with AI, infrastructure, and quantum computing updates, including enhancements to its Bob platform and new z17/LinuxONE systems. The company recently increased its quarterly dividend and received a "moderate buy" consensus rating from analysts with a target price of $306.47.

Hsbc Holdings PLC Buys 112,332 Shares of Sunstone Hotel Investors, Inc. $SHO

HSBC Holdings PLC increased its stake in Sunstone Hotel Investors by 23.1% in Q4, purchasing 112,332 additional shares to own a total of 598,257 shares valued at $5.35 million. Sunstone Hotel Investors exceeded quarterly expectations with an EPS of $0.27 and revenue of $259.71 million, representing 10.9% year-over-year growth. The company also declared a quarterly dividend of $0.09 per share, payable on July 15th, offering an annualized yield of 3.2%.

Somewhat-Bullish (0.157)

First Horizon Corp Buys 36,178 Shares of International Business Machines Corporation $IBM

First Horizon Corp increased its stake in International Business Machines Corporation (NYSE:IBM) by 40.5% in the first quarter, purchasing an additional 36,178 shares to own a total of 125,616 shares valued at $30.45 million. Other institutional investors also adjusted their positions in IBM. The company recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.

Neutral (-0.048)

earnings

IBM: Somewhat-Bullish (0.286)

Relevancia 1.000

CSO Online•7/10/2026

Check Point CTO Jonathan Zanger sees AI elevating the value of cyber

Jonathan Zanger, CTO of Check Point, discusses how AI is dramatically changing the cybersecurity landscape, both for defenders and attackers. He highlights AI's ability to scale defense operations and make them more efficient, while also noting that malicious actors are using AI to make sophisticated attacks more accessible. Zanger emphasizes the critical need to integrate security from the outset of

Somewhat-Bullish (0.259)

technology

IBM: Somewhat-Bullish (0.176)

Relevancia 0.596

Yahoo Finance Australia•7/10/2026

Apple Announces $30 billion Multi-year Chip Deal With Broadcom (AVGO)

Apple has announced a multi-year chip deal with Broadcom worth over $30 billion, marking it as the largest U.S. manufacturing commitment to date. This agreement includes the production of more than 15 billion U.S.-made chips and a $1.5 billion expansion of Broadcom's facility in Fort Collins, Colorado. Despite an analyst downgrade to "Hold" due to valuation concerns, 93% of surveyed analysts still recommend Broadcom as a "Buy" with an average price target significantly above its current trading price.

Somewhat-Bullish (0.316)

technology

IBM: Neutral (0.136)

Relevancia 0.641

Yahoo Finance•7/10/2026

Apple Announces $30 billion Multi-year Chip Deal With Broadcom (AVGO)

Apple has announced a multi-year chip deal with Broadcom valued at over $30 billion, aiming to produce more than 15 billion U.S.-made chips. This commitment also includes a $1.5 billion expansion of Broadcom's facility in Fort Collins, Colorado, extending their partnership until 2031 for custom chip development and supply. Despite a recent downgrade by an analyst due to valuation concerns, Broadcom holds a strong buy rating from most analysts.

Somewhat-Bullish (0.253)

Hewlett Packard Enterprise Co. stock outperforms competitors on strong trading day

Hewlett Packard Enterprise Co. stock saw a significant gain of 1.63% on a robust trading day, closing at $18.66. This performance allowed it to surpass its competitors like Apple Inc. and International Business Machines Corp., despite the broader market indices also closing higher.

Somewhat-Bullish (0.301)

financial markets

IBM: Somewhat-Bullish (0.229)

Relevancia 0.608

TradingKey•7/9/2026

Fortinet Inc Stock (FTNT) Moved Up by 4.31% on Jul 9: What Investors Need To Know

Fortinet Inc. (FTNT) saw its stock rise by 4.31% on July 9th, driven by new product announcements for AI data centers, a shift towards recurring software revenue, and increased demand in the AI infrastructure sector. Despite short-term selling pressure from index rebalancing and elevated valuations, investor optimism is high due to the company's expanding hardware and software solutions and its operational pivot towards highly profitable recurring revenue. However, the stock faces risks including severe vulnerability exploitation, ransomware campaigns, Wall Street downgrades, and significant insider divestment.

Neutral (-0.072)

financial markets

IBM: Neutral (-0.138)

Relevancia 0.535

Yahoo Finance•7/9/2026

ManpowerGroup (MAN) Launches IBM Built AI Workflow Tool Through Experis

Experis, a ManpowerGroup brand, has launched ExcelerateWorkflow, an AI-powered solution built with IBM watsonx Orchestrate, aiming to transition clients from AI experimentation to practical adoption with a focus on governance and human oversight. This move positions ManpowerGroup to play a larger role in how corporate clients manage work by integrating AI into hiring, onboarding, and internal operations, alongside its core staffing business. Investors will monitor the adoption and impact of this offering on the company's financial performance.

Somewhat-Bullish (0.246)

earnings

IBM: Somewhat-Bullish (0.235)

Relevancia 0.629

Business Wire•7/9/2026

CoreWeave Named a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure

CoreWeave, Inc. (Nasdaq: CRWV) has been recognized as a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure, acknowledging its Ability to Execute and Completeness of Vision. The company attributes this recognition to the real-world performance of CoreWeave Cloud under demanding AI workloads, such as those from foundation model providers like Mistral AI and IBM. CoreWeave emphasizes its vertical integration, workload-specific optimization, and tools for accelerating experimentation to production as key differentiators in the AI cloud market.

Somewhat-Bullish (0.290)

technology

IBM: Somewhat-Bullish (0.230)

Relevancia 0.607

Los Angeles Times•7/9/2026

Starbucks bets on AI to replace Microsoft and IBM software

Starbucks is leveraging AI to develop in-house software tools, aiming to replace existing applications from vendors like Microsoft and IBM. This move is part of a broader company effort to cut costs, with Starbucks spending approximately $400 million annually on software. While building internal tools can be cheaper initially, long-term maintenance and labor costs could increase.

Somewhat-Bearish (-0.190)

retail wholesale

IBM: Bearish (-0.418)

Relevancia 0.970

Yahoo Finance•7/9/2026

Starbucks Develops AI Software to Reduce Reliance on Microsoft and IBM, Report Says (SBUX)

Starbucks is reportedly developing its own AI-powered software to replace enterprise applications from Microsoft and IBM, aiming to cut significant costs. This initiative is part of Starbucks' broader strategy to streamline operations, reduce its $400 million annual software spending, and decrease reliance on external vendors, with some internally built applications potentially ready by next year. The company is actively promoting AI adoption among its tech employees and has already reduced its enterprise technology budget and workforce.

Neutral (-0.083)

retail wholesale

IBM: Somewhat-Bearish (-0.218)

Relevancia 0.800

TradingView•7/9/2026

AI Storage Tailwinds Lift STX Shares 506% in a Year: More Upside Left?

Seagate Technology Holdings plc (STX) has seen remarkable growth of 505.6% over the past year due to increasing demand for data storage solutions driven by the AI boom. The company's investment in HAMR technology, particularly its Mozaic 4 and upcoming Mozaic 5 drives, positions it strongly in the high-capacity HDD market for hyperscale data centers. Despite concerns about market valuation and cyclical industry risks, Seagate's strong cash flow, dividend policy, and strategic focus on AI-led demand suggest potential for continued upside.

Somewhat-Bullish (0.269)

IBM Stock Drops After Report That Starbucks Is Using AI to Cut Its $400 Million Software Bill

Shares of International Business Machines Corporation (IBM) dropped after reports indicated that Starbucks is developing in-house AI tools to reduce its reliance on third-party software vendors, including IBM. Starbucks aims to cut its substantial $400 million annual software bill, with internal reports highlighting a focus on replacing an IBM maintenance tool with AI-assisted alternatives. This move is part of Starbucks' broader effort to achieve $2 billion in cost savings.

Neutral (-0.060)

technology

IBM: Bearish (-0.403)

Relevancia 1.000

Fortune•7/9/2026

Starbucks taps AI to cut reliance on Microsoft, IBM software

Starbucks is leveraging artificial intelligence to develop in-house software tools, aiming to reduce its dependence on external vendors like Microsoft and IBM. The coffee chain plans to replace systems for inventory tracking and maintenance management, potentially rolling out these AI-powered alternatives by next year. This strategic shift is part of Starbucks' broader effort to cut $2 billion in costs, driven by the increasing ease of developing applications with AI, which could impact major software companies.

Bearish (-0.426)

technology

IBM: Bearish (-0.420)

Relevancia 1.000

Business Wire•7/9/2026

Gartner Announces Gartner IT Symposium/Xpo, October 19-22, in Orlando

Gartner has announced its IT Symposium/Xpo 2026, scheduled for October 19-22 in Orlando, Florida. This event will gather over 7,000 CIOs and senior IT leaders to discuss the future of IT and business, with a central theme of "Ignite Intelligence" focusing on human ingenuity combined with AI. The symposium will feature over 140 Gartner experts and 180 solution providers across 350+ sessions, including special programming for various executive roles.

Somewhat-Bullish (0.283)

technology

IBM: Somewhat-Bullish (0.224)

Relevancia 0.603

Casino.org•7/9/2026

Icahn Ally Mather Departs Caesars Board

Courtney Mather, an ally of Carl Icahn, has resigned from Caesars Entertainment's board of directors, effective Tuesday. This departure comes as Carl Icahn is reportedly attempting a takeover bid for Caesars, potentially competing with a $17.6 billion offer from Tilman Fertitta. Mather had previously joined the Caesars board in 2019 as part of Icahn's push for control and played a key role in the 2020 acquisition by Eldorado Resorts.

Neutral (0.105)

mergers and acquisitions

IBM: Neutral (0.126)

Relevancia 0.648

Moomoo•7/9/2026

Market Chatter: Starbucks Developing AI Tools to Replace Some Microsoft, IBM Applications

Starbucks is reportedly developing its own internal AI-powered tools as part of Project Delphi, aiming to replace certain applications currently provided by Microsoft and IBM. The coffee giant is creating an AI assistant for store managers and an internal search engine, among other applications. This move is expected to enhance efficiency and consolidate its technology stack.

Neutral (0.025)

retail wholesale

IBM: Neutral (-0.109)

Relevancia 0.703

Investing.com•7/9/2026

Why is International Business Machines stock sliding today?

International Business Machines (IBM) stock is down 4.0% in pre-open trading due to competitive concerns, primarily Starbucks' plan to develop in-house AI software tools to replace vendor applications like IBM's maintenance management system as part of a $2 billion cost-reduction initiative. This amplifies investor worries that enterprise customers, leveraging generative AI, might reduce reliance on traditional software vendors, threatening IBM's high-margin business model. The slide is compounded by renewed U.S.-Iran geopolitical tensions affecting tech stocks and pre-earnings caution ahead of IBM's Q2 report on July 22.

FTI Consulting•7/9/2026

Navigating Data Centre Investment Risks in Southeast Asia

Southeast Asia is experiencing a data center boom driven by AI demand, but investors face significant challenges beyond what traditional Western market due diligence can address. The article highlights critical risks including geopolitical complexities, resource constraints (power, water, community impact), and technological obsolescence, which can undermine project viability and returns. Success requires sophisticated planning, a holistic risk framework, and a nuanced understanding of local operational realities rather than just demand forecasts.

Neutral (-0.087)

technology

IBM: Neutral (-0.118)

Relevancia 0.604

Investing.com•7/9/2026

IBM stock falls on concerns over AI-driven software competition

IBM shares fell 2.5% in premarket trading after news that Starbucks is developing in-house AI tools to replace software from vendors like IBM and Microsoft. This move is part of Starbucks' broader turnaround effort to cut $2 billion in costs, raising concerns about increasing competition from customer-built AI-powered solutions for software companies. The development highlights a growing trend where customers are building proprietary software, potentially impacting leading software providers.

Somewhat-Bearish (-0.183)

technology

IBM: Bearish (-0.396)

Relevancia 0.903

GuruFocus•7/9/2026

IBM Enhances Software Development Platform with AI Capabilities

IBM has introduced significant AI-driven enhancements to its IBM Bob platform, focusing on multi-agent functionality, integrated AI analytics for cost and usage, and pre-configured workflows to modernize enterprise systems. These updates are strategically designed to address bottlenecks in software development's review and validation stages, shifting AI's role beyond code generation to optimizing productivity and cost-efficiency. IBM's strong GF Score™ of 80/100 and recent insider buys indicate confidence in the company's performance, despite a P/E ratio suggesting a premium valuation.

Investing.com•7/9/2026

Starbucks working on AI tools to replace Microsoft and IBM software - report

Starbucks is developing its own AI-powered software tools to replace applications currently purchased from Microsoft and IBM, aiming to cut approximately $400 million in annual software spending. This initiative is part of a broader cost-reduction effort and includes building alternatives for inventory tracking and maintenance management systems. The company is actively encouraging AI usage among tech workers and has already reduced its enterprise technology budget by about $30 million in the current fiscal year.

Neutral (-0.057)

retail wholesale

IBM: Somewhat-Bearish (-0.224)

Relevancia 0.942

Bloomberg.com•7/9/2026

Starbucks Taps AI to Reduce Reliance on Microsoft, IBM Software

Starbucks is leveraging artificial intelligence to develop its own internal software tools, aiming to reduce its dependence on existing applications from companies like Microsoft and IBM. The coffee giant is creating alternatives for

Simply Wall Street•7/9/2026

How Index Exit and Rising Institutional Stakes May Reshape EPAM Systems’ (EPAM) AI-Focused Investment Narrative

EPAM Systems was recently removed from two Russell 1000 indices, yet simultaneously saw major institutional investors increase their stakes. This dynamic, combined with EPAM's reinforced focus on AI engineering and digital transformation, is altering its investment narrative. The article examines how these factors might influence EPAM's future in the competitive AI services market, highlighting its partnership with Anthropic and future revenue projections.

First fully agentic ransomware attack sparks readiness concerns

The first fully AI-driven ransomware attack, dubbed JadePuffer, was identified by the Sysdig Threat Research Team, exploiting a vulnerability in Langflow to autonomously encrypt a production database. While the individual techniques weren't novel, the AI's ability to adapt and execute an end-to-end operation signals a shift toward faster, larger-scale attacks. Experts emphasize that rapid detection and response to known vulnerabilities are crucial, as AI agents will accelerate the exploitation of unpatched systems rather than introducing fundamentally new attack methods.

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