International Business Machines (IBM) news and analysis
Jim Cramer blessed IBM on Monday. Tuesday was its worst day ever. Wednesday he blessed my Intel. Thursday it dropped.
Jim Cramer told viewers to buy IBM on July 13. It fell 25% the next day, the worst session in the company's history. Then he turned bearish at the bottom and has been right since. On Wednesday he called Intel his favorite stock for the fifth time since June. I own Intel. Thursday it dropped another 3.5%.
Pasqal hired a 30-year HPE executive to lead its commercial push, months into its $2 billion SPAC deal
Pasqal, the Nobel laureate's quantum computing startup, just hired a nearly 30-year HPE veteran to lead its commercial push across Europe and Asia. The hire comes months into the $2 billion SPAC merger it announced back in March, still working toward a close later this year.
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
Inflation fell for the first time since 2020, the Kospi closed green, and IBM still crashed 23% (July 14, 2026)
June CPI fell 0.4%, the first monthly decline since 2020, and chips bounced. Then IBM missed on preliminary results, lost roughly 23%, and dragged Workday, ServiceNow and Adobe down with it. CleanSpark jumped 8% on a $6.6 billion AI data center lease, and the Kospi closed green before the CPI number even existed.
Meta said it had spare compute. Then it broke ground on a $9 billion data center in Canada (META, CRWV, NBIS)
A week after Meta's excess-compute cloud plan crushed the neoclouds, it broke ground on a C$13 billion, 1-gigawatt data center in Alberta, Canada. The demand is real.
IBM (IBM) is up almost 12% this week while chip stocks get hit. Here's why.
IBM has closed higher four straight sessions and is up again today, even as Samsung's earnings reaction and a broader chip selloff hit Micron, SanDisk, and Penguin Solutions. A BofA upgrade, a quantum computing milestone, and a new mainframe launch all landed within 48 hours.
Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape
Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.
The market's closed, but the weekend stock tape is flashing green
The US market is closed, but stocks trade 24/7 on Hyperliquid. As of Sunday night the weekend tape is green, led by the chip names that fell hardest Friday. Our read before Monday's open.
The government is betting billions on quantum computing, but the payoff is years away
Washington is now a quantum-computing investor, having committed about $2 billion to nine companies and taken equity stakes back in May. But the technology will not pay off for years, and the pure-play stocks are already priced for a future that has not arrived. Here is the realistic picture.
Can you trade stocks on the weekend? Inside Hyperliquid and the IBM run
A years-old Trump clip went viral on a Saturday and IBM gapped up 15% by Monday. You could watch the whole thing on Hyperliquid, where stocks, oil and indexes trade all weekend in stablecoins. Here is how it works, and why 8 PM Sunday matters.