Key Points Palantir is firing on all cylinders, but its stock is getting overheated. IBM’s hybrid cloud and AI businesses are still growing. Investors shouldn’t pay the wrong price for the right stock. 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) and IBM (NYSE: IBM) are both profiting from the surge in government spending on AI-driven defense programs. Palantir, which already provides data mining and analytics services for most of the U.S. government, secured fresh ...

This as-told-to essay is based on a conversation with Tanush Sharanarthi, a 26-year-old software engineer based in the Bay Area. It has been edited for length and clarity. I work at IBM as a software engineer.I joined three years ago and have been applying for an H-1B visa ever since. The process was rough for me because I wasn't picked all three times. The H-1B lottery system isn't merit-based. Each year, there's one lottery where applicants are put into a pool, and around 85,000 people are picked random ...

Oracle's stock has been on fire -- but is it a sustainable surge? If not, this longtime rival could soon eclipse the database giant's market value.Database software titan Oracle (ORCL 4.46%) is soaring in 2025. As I write this on Sept. 18, the stock has gained 97% in six months. The company is knocking on the door of the trillion-dollar club, sporting a market cap of $855 billion. The company is landing billion-dollar cloud computing deals thanks to the ongoing artificial intelligence (AI) boom.Oracle's sur ...

Quantum computing stocks have moved from niche lab projects to center-stage investment themes, attracting long-term money despite timelines that can stretch years. While many quantum names read like venture bets, established blue chips with engineering depth could deliver steadier returns. International Business Machines (IBM) may be that rare, boring blue-chip winner. According to the Wall Street Journal, IBM is leading the way in quantum advantage, and its Thomas J. Watson Research Center has become a c ...

We came across a bullish thesis on International Business Machines Corporation on wallstreetbets subreddit by Gambler_Addict_Pro. In this article, we will summarize the bulls’ thesis on IBM. International Business Machines Corporation's share was trading at $253.44 as of September 12th. IBM’s trailing and forward P/E were 40.88 and 21.88 respectively according to Yahoo Finance. Amish Mehta SQN Investors IBM has recently emerged as an underappreciated beneficiary of the enterprise AI wave, positioned to l ...

International Business Machines Corporation (NYSE:IBM) is one of the stocks on Jim Cramer’s radar. A caller, who holds shares of IBM, expressed confusion about why the stock has been declining despite strong earnings and generally positive commentary, especially after nearing $300 in early July. In response, Cramer said: “To be fair… That was not, they did not have a perfect quarter, but you know what? I thought that was the opportunity we had been waiting to [buy, buy, buy] and that’s exactly what you sh ...

Key Takeaways IBM partnered with AMD to build scalable, open-source quantum-centric supercomputing platforms.Qiskit updates include AI-driven circuit optimization, 39x faster performance and lower memory use.New Qiskit services, including Runtime, Code Assistant and Serverless, enhance user quantum capabilities.International Business Machines Corporation (IBM) continues to push the boundaries of quantum technology to explore solutions to complex problems beyond the reach of classical computing. The company ...

IonQ has also been on an acquisition spree as it seeks to quickly expand its technology. Its goal is to lead the construction of a quantum computing-based internet. It even acquired satellite specialist Capella Space to extend its reach into orbit.Since its IPO, IonQ's sales have nearly doubled on an annual basis each year. This shows that clients are finding its offerings compelling. Management predicts that sales trend will continue in 2025: It's guiding for revenue between $82 million and $100 million fo ...

Key Points Quantum computing can meet AI's enormous computational and energy needs. Several tech businesses are leading the push to combine AI with quantum computing. Nvidia, IBM, and IonQ possess different strengths to capitalize on bringing quantum computing to AI. 10 stocks we like better than International Business Machines › Organizations and governments around the world are rushing to adopt artificial intelligence (AI). Yet downsides exist. AI requires massive computing capabilities and the ...

闪极科技人事变动与AI眼镜产销问题 - 技术合伙人潘欣及多名中高层骨干（包括CTO、品牌总监、人力总监等）相继离职，核心团队动荡 [4] - AI眼镜"拍拍镜"A1预售宣称首批限量5万台、年销售额目标超6亿元，但用户反映未按时收货，公司回应为"系统Bug" [4][5] 小鹏飞行汽车事故与业务进展 - 长春航展预演期间两架eVTOL飞行器因间距不足相撞，一架坠毁起火，至少一人受伤 [7] - 小鹏飞行汽车"陆地航母"定价约200万元，已获超2000份订单，并在阿联酋获特殊飞行许可 [8] 新能源汽车行业动态 - 上汽高管批评手机品牌造车营销过度强调"唯一、特别、最"，呼吁长期主义；小米汽车8月交付量超3万台，累计交付33万台 [10] - 华为鸿蒙智行8月交付新车44,579辆，问界系列占比近90%，累计交付突破90万辆 [11] - 小米汽车调整SU7 Ultra销售体系，原专属销售团队"Ultra Master"转为普通销售，需承担多车型指标 [20] 企业治理与高管争议 - 伯朗特机器人原董事长尹荣造被免职，曾提议在公司亏损情况下为自己发放200万元月薪（年薪2,400万元），公司2023年净亏损1.26亿元 [11][12] - 第十大股东公开指责尹荣造"靠制度设计掏空公司"，否认其技术贡献 [12] 新产品与市场策略 - 华为享界S9T旅行车上市1小时大定突破5,000台，余承东坚持布局冷门旅行车市场（份额仅1%），认为其符合家庭多元化需求 [15] - 奇瑞汽车启动港股IPO，目标估值1,400亿港元，2024年销量260.39万辆（出口占比44%），净利润143.34亿元 [22] 科技与AI行业动态 - 豆包月活用户达1.57亿，环比增6.6%，超越DeepSeek登顶中国AI App榜首；DeepSeek月活环比降4% [19] - OpenAI组建人形机器人算法团队，聚焦物理交互实现AGI，加剧与特斯拉、谷歌等竞争 [27][28] - 云服务商CoreWeave获英伟达63亿美元算力订单，股价涨7.6%，2024年营收19.2亿美元（同比增超700%） [32] 国际合作与业务调整 - 淘宝拟在微信内开设小程序并接入微信支付，交易闭环或加速平台互通 [25] - 福特德国工厂因电动车需求低迷计划裁员1,000人，生产班次缩减，累计裁员将达2,900人 [32][33] 企业高管变动 - 英特尔中国区董事长王锐退休，王稚聪接任中国区业务运营管理 [22][23] - 东风本田调整领导班子，曹东杰出任执行副总经理，曾负责制造、技术等领域 [23][24] 网络服务与硬件故障 - 星链连续3个月服务中断，最新故障影响超4.3万名美国用户，原因未公开 [27] - 英国手机厂商Nothing获2亿美元融资，挑战苹果和三星，主打透明设计风格 [28][29]