IBM’s strong Q4 earnings, driven by AI momentum, set off a 12% stock surge as CEO Arvind Krishna highlighted DeepSeek’s success as validation of Big Blue’s open-source AI strategy
Key Takeaways IBM shares soared Thursday after the computing giant posted better-than-expected fourth-quarter earnings, boosted by the strength of its AI business.The stock looks set to stage a breakaway gap above the top trendline of an ascending triangle pattern after the company's upbeat results.
Adjusted per-share earnings came ahead of Wall Street estimates.
IBM stock, with 45% returns since the beginning of 2024, has outperformed the S&P 500 index, up 27%. Strong demand trends for its software business has driven its stock price growth lately. But, if you want upside with a smoother ride than an individual stock,
DeepSeek's sudden emergence is shaking up the tech scene. That could be good news for small startup companies.
IBM stock popped as Q4 earnings and revenue topped Wall Street estimates while 2025 free cash flow guidance came in above expectations.
IBM's Q4 report shows strong growth, driven by GenAI tailwinds, with AI bookings exceeding $5 billion. See why I reiterate my buy rating for IBM stock.
While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to
Evercore raised its price tag on IBM stock from $240 to $275, retaining its Outperform rating. Software, however, appears to be the only growth business. It reported $7.9 billion in revenue in Q4, up 10% YoY.
IBM's stock price jump on 30th January was the biggest one-day percentage gain ever recorded in the company's history on the back of strong Q4 2024 results boosted by AI revenue.
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.