Today: 3 May 2026
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NYSE:IBM 24 February 2026 - 1 May 2026

Dow Jones Today: Why the Blue-Chip Rally Stalled as Apple, S&P 500 and Nasdaq Pushed Higher

Dow Jones Today: Why the Blue-Chip Rally Stalled as Apple, S&P 500 and Nasdaq Pushed Higher

The Dow Jones Industrial Average fell 78.72 points to 49,573.42 by midday Friday, reversing an early rally as tariff concerns weighed on gains from Apple and other strong earnings reports. President Donald Trump announced a 25% tariff on EU-made cars and trucks starting next week. Apple reported quarterly revenue of $111.2 billion, up 17% year over year. Oil prices dropped after Iran sent a new negotiation proposal.
1 May 2026
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US Stock Market Today: Nasdaq Futures Ride Intel Rally as Oil Shock Keeps Dow Under Pressure

US Stock Market Today: Nasdaq Futures Ride Intel Rally as Oil Shock Keeps Dow Under Pressure

Nasdaq 100 futures rose 172 points early Friday, driven by Intel’s strong forecast, while Dow futures slipped 58 points as oil prices climbed above $105 a barrel amid ongoing tensions in the Strait of Hormuz. Intel shares jumped 19% after projecting second-quarter revenue above estimates. The S&P 500 software and services index fell 5.09% Thursday, its steepest drop since January. Consumer sentiment data is due at 10 a.m. ET.
24 April 2026
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IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM shares fell 9.6% to $227.72 after first-quarter results showed slowing software and consulting growth, despite beating earnings estimates. The selloff spread to ServiceNow, Microsoft, and Adobe, while chip stocks rose. IBM reported $15.92 billion in revenue, up 9%, and raised its quarterly dividend to $1.69. Investors reacted to concerns over AI’s impact on older software businesses.
23 April 2026
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US Stock Market Today: S&P 500, Nasdaq Stall Near Records as Oil Above $100 Clouds Wall Street

US Stock Market Today: S&P 500, Nasdaq Stall Near Records as Oil Above $100 Clouds Wall Street

The S&P 500 and Nasdaq slipped from record highs by late morning Thursday, with the Dow down 99.59 points, or 0.20%. Brent crude traded above $103 a barrel as Strait of Hormuz disruptions persisted. IBM, Tesla, and Lockheed Martin fell after earnings, while Texas Instruments surged 18.4%. Weekly U.S. jobless claims rose to 214,000; business activity expanded but inflation pressures remained.
23 April 2026
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IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

IBM shares dropped 9.5% Thursday despite first-quarter earnings beating estimates, as investors worried AI tools could threaten its software and consulting business. ServiceNow fell 17.5% and the iShares Expanded Tech-Software ETF lost 5.6%. IBM reported $15.9 billion in revenue, up 9%, but growth slowed from the prior quarter and guidance was unchanged.
23 April 2026
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IBM Stock Sinks After Earnings Beat as AI Fears, Flat Outlook Rattle Investors

IBM Stock Sinks After Earnings Beat as AI Fears, Flat Outlook Rattle Investors

IBM shares dropped 9.9% to $226.84 Thursday after the company beat first-quarter revenue and profit estimates but kept its 2026 outlook unchanged. Software growth slowed, and investors showed concern over AI’s impact on future software and consulting demand. The broader software sector has lagged in 2026, while semiconductor stocks have surged. IBM raised its quarterly dividend to $1.69 per share.
23 April 2026
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US Stock Market Today Premarket: Futures Slip From Record Highs as Oil Tops $103, Tesla and IBM in Focus

US Stock Market Today Premarket: Futures Slip From Record Highs as Oil Tops $103, Tesla and IBM in Focus

U.S. stock futures slipped Thursday after the S&P 500 and Nasdaq hit record closes, as Brent crude stayed above $103 a barrel amid shipping tensions in the Strait of Hormuz. GE Vernova surged 13.75% on raised forecasts, Boeing climbed 5.53% after a smaller loss, while Tesla and IBM shares fell in late trading on spending and growth concerns.
23 April 2026
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IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM will report first-quarter results Wednesday after markets close, with analysts expecting adjusted earnings of $1.81 per share on $15.6 billion in revenue. Investors are watching for signs that software growth, boosted by the $11 billion Confluent acquisition in March, can support a higher 2026 outlook. Red Hat’s performance and updated guidance are in focus. Several analysts cut price targets ahead of the report but kept positive ratings.
22 April 2026
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Stock Market Today: S&P 500, Nasdaq, Dow Futures Fall as Oil Jumps and Iran Ceasefire Wobbles

Stock Market Today: S&P 500, Nasdaq, Dow Futures Fall as Oil Jumps and Iran Ceasefire Wobbles

U.S. stock futures dropped about 0.4% and Brent crude rose nearly 5% early Monday after Washington seized an Iranian cargo ship and Tehran halted new talks. Shipping through the Strait of Hormuz slowed sharply, with only three crossings in 12 hours, raising concerns over oil supply and inflation. European airline stocks fell 3–4%, while Exxon Mobil and Chevron gained about 1% in premarket trading.
20 April 2026
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Dow Jones Today: Industrial Average Climbs as Oil Retreats, but Inflation Risk Keeps Wall Street Wary

Dow Jones Today: Industrial Average Climbs as Oil Retreats, but Inflation Risk Keeps Wall Street Wary

The Dow Jones rose 247.66 points to 48,155.97 by midday Thursday, following a surge linked to signs of Middle East de-escalation and Israeli plans for peace talks with Lebanon. Oil prices fell over $4 a barrel after Netanyahu’s remarks, but remain 40% above pre-conflict levels. Amazon climbed 4.3% on strong AI revenue. Traders now see only a 30% chance of a Fed rate cut by year-end, down from 56%.
9 April 2026
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IBM Stock Faces April 22 Earnings Test as AI Deals Meet Wall Street Doubts

IBM Stock Faces April 22 Earnings Test as AI Deals Meet Wall Street Doubts

IBM shares fell 0.7% to $246.43 Monday despite announcing a new AI project with Tata Play Fiber in India. Investors remain focused on IBM’s April 22 earnings report after a February selloff triggered by concerns over mainframe demand and competition from Anthropic’s Claude Code tool. IBM’s stock remains well below its 52-week high of $324.90.
6 April 2026
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IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM shares rose 0.4% Monday but remain nearly 27% below their 52-week high after a sharp early-year selloff. The company completed its $11 billion Confluent acquisition on March 17 and will report first-quarter results April 22. IBM stopped disclosing standalone AI revenue, removing a key metric for investors. Bank of America reiterated a Buy rating and $340 target on March 10.
30 March 2026
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Confluent Stock Price Caps at $31 as IBM Closes $11 Billion Buyout and CFLT Trading Ends

Confluent Stock Price Caps at $31 as IBM Closes $11 Billion Buyout and CFLT Trading Ends

IBM completed its $11 billion acquisition of Confluent Inc., paying $31 per share in cash, with trading in CFLT stock halted and suspended on Nasdaq as of March 18. Confluent is now a wholly owned IBM subsidiary. IBM will integrate Confluent’s data-streaming software into its AI and hybrid-cloud products. Holders of Confluent’s 2027 convertible notes can demand repayment at face value due to the merger.
18 March 2026
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Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research and IBM announced a five-year partnership to develop sub-1nm chipmaking processes, aiming to advance beyond current 2nm technology. Lam shares rose $4.49 to $215.64 after the news. The companies will use IBM’s Albany NanoTech Complex and Lam’s fabrication tools. ASML’s new High-NA EUV lithography systems, priced at about $400 million each, are expected to take years to fully integrate into production.
10 March 2026
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Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

The Dow rose 307.8 points to 49,482.3 in early afternoon trading Wednesday. Investors awaited Nvidia’s quarterly report, with options markets pricing a 5.6% post-earnings move, the smallest in three years. IBM climbed over 4%, while Axon Enterprise jumped on strong earnings. GoDaddy and Lowe’s fell after weak forecasts.
25 February 2026
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IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM shares rose 0.7% in premarket trading Tuesday after plunging 13% Monday, their steepest drop since 2000. The selloff followed Anthropic’s claim that its Claude Code AI tools can speed up COBOL modernization, raising concerns over IBM’s mainframe services. IBM pushed back, saying platform modernization is more complex than code translation. Investors are watching IBM’s March 3 conference for further comments.
24 February 2026
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American Express stock tumbles 7% as “AI scare trade” hits payments; what to watch before the open

American Express stock tumbles 7% as “AI scare trade” hits payments; what to watch before the open

American Express shares fell 7.2% to $321.24, among the steepest drops on the Dow, after a weekend research note warned AI could disrupt card fees and spending. The decline was not linked to company earnings but sparked broader selling in payments stocks, with Visa and Capital One also down. Investors are watching upcoming U.S. data and Federal Reserve signals for further direction.
24 February 2026
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Stock Market Today

  • Kevin Warsh's Fed Transformation Could Challenge Market Expectations
    May 3, 2026, 12:29 AM EDT. Kevin Warsh, likely successor to Jerome Powell as Federal Reserve chair, advocates a tougher stance on inflation, aiming for a strict 2% Personal Consumption Expenditures (PCE) price index target. Unlike Powell's gradual approach, Warsh favors aggressive reduction of the Fed's $6.8 trillion balance sheet, signaling a shift away from cushioning asset prices - often called the 'Fed put.' His approach prioritizes price stability over growth and employment support, potentially allowing slower economic growth and higher unemployment to tame inflation expectations. This new Fed strategy may push Treasury yields higher and pressure growth stocks, unsettling markets used to Fed intervention during downturns.

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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 03.05.2026

3 May 2026
Rivian shares fell 8.4% to $15.02 after first-quarter results beat expectations, as investors focused on cash burn and profitability concerns. Trading volume jumped 78% above average. The company plans to ramp up R2 SUV production in Georgia to 300,000 units annually. Tesla and Lucid Group shares both rose more than 2%.
Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

3 May 2026
Vertiv shares hit a 52-week high Friday before closing at $328.31, following a 30% jump in Q1 net sales to $2.65 billion. The company raised its 2026 outlook and recently acquired Strategic Thermal Labs, expanding its liquid cooling portfolio. Investors await further details at Vertiv’s May 19-20 conference in South Carolina.
AT&T Inc. Raises $6 Billion as 5G and Fiber Bet Enters a Debt Test

AT&T Inc. Raises $6 Billion as 5G and Fiber Bet Enters a Debt Test

3 May 2026
AT&T closed a $6 billion sale of long-dated notes on April 30, with maturities ranging from 2033 to 2066, according to an SEC filing. The company reported first-quarter free cash flow of $2.5 billion, down from $3.1 billion a year earlier, citing higher capital investment. AT&T is preparing to close a $23 billion purchase of EchoStar spectrum licenses. CFO Pascal Desroches said net debt to adjusted EBITDA rose to 2.71 times.
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