Today: 7 February 2026
Subscribe
Browse Category

NYSE:IBM News 1 February 2026 - 7 February 2026

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
7 February 2026
··
Confluent stock stays pinned below IBM’s $31 bid as vote nears and SEC filing flags lawsuits

Confluent stock stays pinned below IBM’s $31 bid as vote nears and SEC filing flags lawsuits

Confluent shares traded near $30.36 premarket Friday, just below IBM’s $31-per-share cash offer, after the company filed new merger disclosures with the SEC in response to shareholder demand letters and lawsuits. Confluent will report earnings Feb. 11 but will not hold a call or forecast while the IBM deal remains pending. The shareholder vote is set for Feb. 12.
6 February 2026
··
Confluent stock (CFLT) sits under IBM’s $31 bid after fresh merger filing flags shareholder lawsuits

Confluent stock (CFLT) sits under IBM’s $31 bid after fresh merger filing flags shareholder lawsuits

Confluent shares traded at $30.36 after hours Thursday, just below IBM’s $31-per-share cash offer. The company filed additional merger disclosures following 17 shareholder demand letters and two lawsuits alleging proxy omissions. A shareholder vote on the IBM acquisition is set for Feb. 12. The stock’s narrow spread reflects market focus on deal completion risk.
6 February 2026
··
Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent shares edged up 0.1% to $30.37 Thursday after the company disclosed new details on shareholder litigation tied to its pending $11 billion IBM acquisition. The stock traded about 2% below IBM’s $31-per-share offer as investors watched for the Feb. 12 shareholder vote and Confluent’s earnings report on Feb. 11.
5 February 2026
···
IBM stock slides again as AI disruption fears grip software; Confluent vote nears

IBM stock slides again as AI disruption fears grip software; Confluent vote nears

IBM shares fell 1.8% to $289.05 Wednesday, extending an 8% slide since Monday amid a global software selloff tied to AI disruption fears. Confluent, which IBM plans to acquire, disclosed lawsuits and shareholder demands over its merger proxy, but said it will issue supplemental disclosures. IBM declared a $1.68 per share dividend, payable March 10. Confluent shareholders will vote on the deal February 12.
5 February 2026
···
Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent shares traded at $30.42 Wednesday, about 2% below IBM’s $31-per-share cash offer, as investors await a February 12 shareholder vote on the $11 billion deal. The U.S. antitrust waiting period expired January 12, but the merger still needs shareholder and further regulatory approval. Confluent will report earnings February 11 without a call or outlook. Trading volume surged to 53 million shares ahead of key dates.
4 February 2026
···
Confluent stock hovers below IBM’s $31 bid as key vote, results near

Confluent stock hovers below IBM’s $31 bid as key vote, results near

Confluent shares closed at $30.34 on Wednesday, about 2% below IBM’s $31-per-share cash offer, as software stocks fell and IBM dropped 4%. Heavy trading volume followed ahead of Confluent’s earnings report on Feb. 11 and a shareholder vote on Feb. 12. The spread to IBM’s bid now signals deal risk and timing. U.S. antitrust review ended Jan. 12, but other approvals remain pending.
4 February 2026
··
IBM stock price slides again as AI disruption fears hit software, IT services

IBM stock price slides again as AI disruption fears hit software, IT services

IBM shares fell $9.19, or 3.1%, to $285.12 Wednesday amid heightened concerns over AI competition and a weak outlook from Gartner. The selloff followed Anthropic’s launch of new AI tools and a sharp drop in Gartner’s consulting revenue. Investors are watching IBM’s upcoming earnings and February dividend record date. U.S. equities also declined Tuesday as tech sector worries spread.
4 February 2026
··
Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture shares fell 0.2% to $240.68 premarket Wednesday after plunging 9.59% Tuesday, as investors reassess software and IT services stocks on fears AI agents could disrupt business models. The S&P software and services index has dropped over 12% in five sessions. CEO Julie Sweet filed to sell 5,500 shares. Cognizant forecast full-year revenue above estimates, citing strong AI demand.
4 February 2026
······
IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM shares fell 6.5% to $294.31 in after-hours trading Tuesday, erasing about $20 from the session’s high. The drop followed a broader selloff in software and services stocks after Anthropic launched new AI tools. Trading volume reached 11.5 million shares. IBM’s dividend record date is Feb. 10, with preliminary Q1 earnings due April 22.
4 February 2026
···
Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce shares fell 6.8% Tuesday to $196.38, leading declines among major software stocks and dragging the Dow down 0.34%. The drop comes as investors weigh AI automation’s impact on per-user software pricing ahead of Salesforce’s Feb. 25 earnings report. Tableau chief Ryan Aytay announced his departure. Salesforce’s Spring ’26 release launches Feb. 23.
4 February 2026
······
Dow Jones slips 167 points on AI disruption fears; Alphabet, Amazon earnings next

Dow Jones slips 167 points on AI disruption fears; Alphabet, Amazon earnings next

The Dow Jones Industrial Average fell 166.67 points, or 0.34%, to 49,240.99 Tuesday as tech and software stocks dropped on AI disruption fears. IBM and Salesforce weighed heavily, while Walmart rose 3% to surpass a $1 trillion market cap. The S&P 500 lost 0.84% and the Nasdaq slid 1.43%. Earnings from Alphabet and Amazon are due next.
3 February 2026
···········
IBM stock sinks 9% and drags the Dow as software selloff accelerates

IBM stock sinks 9% and drags the Dow as software selloff accelerates

IBM shares fell about 9% to $286.41 in afternoon trading Tuesday, erasing gains from a recent rally and weighing heavily on the Dow. The selloff followed a broader retreat in software and cloud stocks as investors reassessed AI valuations. Around 7.1 million IBM shares changed hands. Traders are watching for IBM’s upcoming earnings and a House vote on ending the federal shutdown.
3 February 2026
·
Dow drops nearly 430 points as tech selloff deepens; Amazon, Alphabet earnings loom

Dow drops nearly 430 points as tech selloff deepens; Amazon, Alphabet earnings loom

The Dow Jones Industrial Average fell 429.92 points, or 0.87%, to 48,977.74 on Tuesday, with the S&P 500 down 1.04% and the Nasdaq off 1.68%. Sharp declines in IBM, Salesforce, and software stocks weighed on the Dow, while PayPal plunged 19% after its CEO was ousted and its profit forecast missed estimates. Palantir jumped 6.9% on strong sales. Investors await earnings from Alphabet and Amazon this week.
3 February 2026
········
5 IBM-Heavy ETFs to Watch as Mainframe Hits 20-Year High and the Stock Whipsaws

5 IBM-Heavy ETFs to Watch as Mainframe Hits 20-Year High and the Stock Whipsaws

IBM shares fell about 7% Tuesday despite a 12% fourth-quarter revenue jump to $19.7 billion and raised analyst targets from Bank of America and Bernstein. The drop hit ETFs heavily weighted with IBM, including First Trust NASDAQ Technology Dividend Index Fund and FT Vest Technology Dividend Target Income ETF. IBM cited strong mainframe sales but warned infrastructure revenue may decline in 2026.
3 February 2026
··
IBM stock price jumps 2.6% as CEO share filing and new bond paperwork hit the tape

IBM stock price jumps 2.6% as CEO share filing and new bond paperwork hit the tape

IBM shares rose $8.01, or 2.6%, to close at $314.73 Monday after the company projected over 5% revenue growth for 2026 and announced a $1.68 quarterly dividend. CEO Arvind Krishna received 83,028 shares via performance units and sold 41,133 for tax withholding, according to an SEC filing. IBM also disclosed new debt offerings totaling €3.5 billion and $3.25 billion. The Dow gained 1.05% as U.S. stocks closed higher.
3 February 2026
·
IBM stock price rises 3% in New York trade as shutdown vote looms and earnings glow lingers

IBM stock price rises 3% in New York trade as shutdown vote looms and earnings glow lingers

IBM shares rose 3% to $316.01 Monday afternoon, outpacing the market after strong earnings and continued investor interest. The move came as Wall Street watched Congress ahead of a vote to end the partial U.S. government shutdown, which threatens IBM’s Red Hat bookings. IBM’s CFO said government clients make up about 15% of hybrid cloud bookings. The company declared a $1.68 quarterly dividend.
2 February 2026
··
1 2 3 … 7

Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
Go toTop