INTERNATIONAL BUSINESS MACHINES CORP (IBM) Stock News

IBM is positioning itself to capitalize on 'data gravity'—the tendency of enterprise data to remain stationary once settled. Rather than moving workloads to public clouds, enterprises are increasingly bringing AI capabilities to on-premises data centers due to egress fees, latency, security concerns, and regulatory issues. IBM's hybrid cloud model, featuring Power servers and Z mainframes, targets this shift, while competitors like Oracle, CrowdStrike, and Seagate are also recognizing this trend.

JA Worldwide and IBM announced an expanded global collaboration through IBM SkillsBuild to deliver AI and digital skills training to up to one million high-school students across more than two dozen countries. The three-year initiative will combine IBM's educational content with JA's implementation capabilities, starting with 185,000 students in the first phase, scaling to 600,000 in 2027, and reaching one million by 2028. The program includes courses in AI, professional skills, and career readiness available in 15 languages, with IBM employee mentorship opportunities.

David Holtzman, former IBM Chief Scientist and White House technology advisor, outlines three investment filters for evaluating the SpaceX IPO priced at $1.75 trillion. His framework emphasizes: (1) explaining the business simply in 15 seconds, (2) verifying real demand exists (Starlink has 10M+ subscribers but xAI's Grok is unproven), and (3) only risking money you can afford to lose. Morningstar values SpaceX at $780 billion (55% below IPO price), and the company lost $4.9 billion last year. Cautious investors may gain SpaceX exposure through index funds like Nasdaq-100 trackers due to forced buying rules.

IBM and Google Cloud announced a strategic partnership to accelerate enterprise AI adoption across banking, retail, and telecommunications sectors. IBM will also invest over $10 billion in quantum computing over the next five years to build a large-scale, fault-tolerant quantum computer by 2029. IBM shares declined 1.26% following the announcement, though the stock remains above its 20-day moving average.

International Business Machines Corporation (NYSE: IBM ) shares are down on Thursday after the company disclosed a strategic partnership with Alphabet Inc ‘s (NASDAQ: GOOG ) Google Cloud. The collaboration targets a multi-billion-dollar market opportunity and will focus on scaling AI across industries including banking, retail, and telecommunications. As part of the agreement, IBM and Google Cloud are launching a new Google Cloud Practice that combines IBM’s consulting expertise with Google Cloud’s AI infrastructure to accelerate AI adoption and modernization projects. By partnering with IBM, Google Cloud aims to ensure that joint customers can move beyond pilots to deploy and govern production-grade AI agents across their entire cloud environment, explained Kevin Ichhpurani, President of Global Partner Ecosystem at Google Cloud. data-variant="banner" data-news-mode="manual" > Read Also: IBM Unveils AI Builders Challenge For 20,000 Institutions Advance Quantum Computing Roadmap The company said Tuesday it  Full story available on Benzinga.com

IBM announced the AI Builders Challenge to provide university students with hands-on experience using IBM Bob, an AI development tool, while expanding free access to its technology to 20,000 post-secondary institutions. The company also committed over $10 billion in quantum computing investment over the next five years to build a large-scale, fault-tolerant quantum computer by 2029. However, IBM shares fell 7.90% on Wednesday, trading at $303.21, with the stock showing overbought signals (RSI at 85.47) despite analyst consensus maintaining a Buy rating with a $291.54 price target.

International Business Machines Corporation (NYSE: IBM ) shares are down on Wednesday as the company is launching a global AI initiative aimed at university students. This decline comes with the broader indices like the Dow Jones down 0.89% and the S&P 500 down 0.58%, indicating that IBM’s drop is part of a larger trend affecting technology stocks. Launches AI Builders Challenge For University Students IBM announced the AI Builders Challenge, which aims to provide university students with hands-on experience using IBM Bob, an AI-powered development tool. This initiative will help students build practical AI skills and create portfolio-ready projects. It coincides with IBM’s expansion of free access to its technology for 20,000 post-secondary institutions worldwide. Vice President and Chief Impact Officer, Justina Nixon-Saintil, added, “That means knowing how to question what an AI tool produces, explain the decisions made behind their work and take ownership of the output. The AI Builders Challenge gives university students practical experience building AI skills with IBM Bob, while helping them create portfolio-ready projects that show employers they are prepared for an AI-driven economy.” Advance Quantum Computing Roadmap The company said Tuesday it  will invest more than $10 billion in quantum computing over the next five years as it works toward building the world's first large-scale, ... Full story available on Benzinga.com

IBM stock rose 0.81% to $323.02 on Tuesday as the company announced a $10 billion investment in quantum computing over the next five years, targeting the development of a fault-tolerant quantum computer by 2029. The stock is trading significantly above its moving averages with an RSI of 83.92, indicating overbought conditions. IBM currently operates over 90 quantum systems globally and has signed $1.1 billion in quantum contracts since 2017.

International Business Machines Corporation (NYSE: IBM ) stock is trading higher on Tuesday as buyers keep leaning into large-cap tech strength and a steady risk-on tape. The Nasdaq is up 0.32% while the S&P 500 has gained 0.11%. IBM Commits $10 Billion To Advance Quantum Computing Roadmap Separately, the company said Tuesday it will invest more than $10 billion in quantum computing over the next five years as it works toward building the world’s first large-scale, fault-tolerant quantum computer by 2029. The investment will support research and development, manufacturing expansion, capital expenditures, ecosystem partnerships and acquisitions. IBM said the funding is designed to accelerate its quantum roadmap while strengthening U.S.-based leadership in the emerging technology. Building Toward Fault-Tolerant Quantum Systems “The quantum era is no longer ahead of us, it has started. Our clients, partners and users around the world are tapping into IBM quantum computers to do work that was impossible a few years ago,” Chairman and Chief Executive Officer Arvind Krishna said. “The pace of discovery with quantum computers is accelerating rapidly and this investment powers our ability to deliver the next generation of quantum hardware, software, and manufacturing.” IBM currently operates more than 90 quantum systems globally through cloud-based and on-site deployments, including installations in the United States, Germany, Japan, South Korea, Spain, Canada and India. The company said its planned IBM ... Full story available on Benzinga.com

Major tech companies drove AI innovation this week with strong earnings and strategic initiatives. Dell reported record Q1 revenue of $43.84B, significantly beating estimates, while IBM and Red Hat launched a $5B open-source security initiative. Meta expanded into paid subscriptions across its platforms, and CrowdStrike expanded its cybersecurity initiatives. Anthropic surpassed OpenAI as the world's most valuable startup at $965B valuation. Japanese banks gained access to OpenAI's GPT-5.5 model for cybersecurity defense.

Gov.  Gavin Newsom  (D-CA) on Thursday criticized the President  Donald Trump  Administration's decision to introduce a $250 bill featuring a portrait of the President. Earnings Results Dell Technologies Inc.   (NYSE: DELL )  reported first-quarter revenue of $43.84 billion, surpassing analyst estimates of $35.45 billion, according to  Benzinga Pro . Adjusted earnings came in at $4.86 per share, well above expectations of  $2.94 per share . UiPath Inc.  (NYSE: PATH ) reported quarterly earnings of 15 cents per share, which missed the Street estimate of 16 cents . Revenue clocked in at $418.38 million, which beat the consensus estimate of $397.81 million. MongoDB Inc   (NASDAQ: MDB ) posted first-quarter revenue of $687.62 million, beating analyst  estimates of $667.82 million and adjusted earnings of $1.32 per share, beating analyst estimates of $1.18 per share. Autodesk Inc.  (NASDAQ: ADSK ) reported earnings of $2.99 per share, which beat the consensus estimate of $2.84 . Revenue came in at $1.93 billion, which beat the Street estimate of $1.89 billion. Weibo Corp.   (NASDAQ: WB ) reported first-quarter revenue of $421.3 million and above the analyst consensus estimate of $417.9 million. Salesforce Inc   (NYSE: CRM ) reported first-quarter revenue of $11.13 billion, beating the  consensus estimate of $11.05 billion and adjusted earnings of $3.88 per share, well above estimates of $3.12 per share. Li Auto Inc.   (NASDAQ: LI ) reported first-quarter 2026 revenue of 23.0 billion Chinese yuan ($3.33 billion), but exceeded the analyst consensus estimate of $3.14 billion. Adjusted net loss came in at 2.09 yuan per American depositary share, or 30 cents, compared with Wall Street expectations for a profit of 7 cents per share. XPe

IBM stock rose 4.97% in premarket trading on Friday, supported by broader market gains and positive sentiment from tech sector rotation. The company announced Project Lightwell with Red Hat ($5B initiative for open-source security) and a $10B quantum computing investment plan through 2029. Technically, IBM trades above key moving averages with improving momentum, though the longer-term trend structure hasn't fully repaired from earlier weakness. Analysts maintain a Buy rating with a $286.67 price target, with earnings expected July 22, 2026.

International Business Machines Corporation (NYSE: IBM ) stock rose in Friday premarket trading as investors continued rotating into large-cap technology names. Nasdaq futures are up 0.22% while S&P 500 futures have gained 0.19%. That supportive tape is giving IBM room to extend its recent rebound attempt after a choppy few months. The stock also appeared to benefit from positive sentiment following strong results from Snowflake Inc. (NYSE: SNOW ) and its new agentic AI partnership with Amazon.com, Inc. (NASDAQ: AMZN ) Amazon Web Services, while broader market risk appetite improved amid optimism surrounding ongoing U.S.-Iran negotiations. Other Key Updates IBM recently launched Project Lightwell with Red Hat, a $5 billion initiative aimed at strengthening open-source software security through AI-powered vulnerability detection and a global team of more than 20,000 engineers. The program is already being tested by major financial institutions, including Goldman Sachs Group, Inc. (NYSE: GS ) , JPMorgan Chase & Co. (NYSE: JPM ) and Visa Inc. Full story available on Benzinga.com

IBM stock rose 2.65% Thursday, driven by broader technology sector gains and two major company announcements. IBM and Red Hat launched Project Lightwell, a $5 billion AI-powered open source security initiative with participation from major financial institutions. Additionally, IBM announced plans to invest over $10 billion through 2029 to expand quantum computing leadership and deliver a large-scale fault-tolerant quantum computer by 2029. The stock is trading 13% above its 20-day moving average with improving momentum, though analysts note a mixed profile with strong quality but weak momentum metrics.

International Business Machines Corporation (NYSE: IBM ) stock rose 2.66% Thursday as investors rotated back into large-cap technology stocks and favored more defensive names within the sector. The Nasdaq Composite gained 0.92%, while the S&P 500 advanced 0.57%. IBM’s gains appeared driven more by improving sentiment across the technology sector than by any company-specific catalyst. The Technology Select Sector SPDR Fund (XLK) climbed 1.56%, leading all major sectors. IBM, Red Hat Launch $5 Billion AI-Powered Open Source Security Initiative On Thursday, IBM and Red Hat launched Project Lightwell, a $5 billion initiative focused on securing open source software as AI-driven cyber threats increase. The companies said the project will combine AI-powered vulnerability detection with a global team of more than 20,000 engineers to help enterprises identify, validate and patch security flaws across open source ecosystems. IBM and Red Hat said several major financial institutions, including Goldman Sachs, JPMorganChase and Visa, are already participating in early deployments. “Open source is the backbone of today’s digital economy and the foundation of modern AI,” IBM CEO Arvind Krishna said. Plans Over $10 Billion Quantum Investment By 2029 Separately, IBM said it plans to invest more than $10 billion over the next five years to expand its quantum computing leadership through research, manufacturing, partnerships and acquisitions. The company said the investment ... Full story available on Benzinga.com

IBM stock surged nearly 17% this week following two major announcements: the Department of Commerce awarded IBM $1 billion in federal funding to develop Anderon, a new quantum chip foundry (with IBM matching the investment), and the company announced expansion of its AI-powered cybersecurity offerings through Project Glasswing and the new IBM Autonomous Security service.

IBM partnered with the U.S. Department of Commerce to establish Anderon, America's first quantum wafer foundry in Albany, New York. The venture is backed by $1 billion in CHIPS Act incentives and $1 billion in IBM cash investment, along with intellectual property and talent contributions. IBM also expanded its enterprise security offerings through partnerships with Anthropic to combat AI-driven cyber threats. The stock rose 8.92% on the announcement, with analysts maintaining a Buy rating and $286.67 average price target.

International Business Machines Corporation (NYSE: IBM ) stock is trading higher by 9% on Thursday as the company disclosed a significant partnership with the U.S. Department of Commerce to establish America’s first purpose-built quantum foundry. This company said that the initiative is expected to enhance the U.S.’s global leadership in quantum technology and boost domestic manufacturing capabilities. As per the deal, IBM and the U.S. Department of Commerce have signed a Letter of Intent to create a new company, Anderon. The new company will focus on quantum wafer production. This venture is backed by a $1 billion investment in CHIPS Act incentives from the government. Alongside this, IBM will invest $1 billion in cash into Anderon, while also contributing key intellectual property, assets, and specialized talent. Based in Albany, New York, Anderon will operate as an independent company and serve as an advanced 300mm quantum wafer foundry. The initiative is intended to strengthen U.S. leadership in the emerging quantum computing industry, which is projected to create up to $850 billion in economic value by 2040. AI-Powered Security Offering Expansion This week, IBM announced the latest expansion of its ... Full story available on Benzinga.com

Shares of ServiceNow sank over 16%, dragging down other software names like Salesforce, Workday and Oracle with it.