IBM's cloud business is slowing down, mirroring the trajectory of Microsoft's Azure. I continue to argue that IBM is a superior investment to MSFT. Click here for more...
Continue ReadingHere are the most important news items that investors need to start their trading day...
Continue ReadingKyndryl's separation from IBM is now complete and the company has had nine months of independent operation. Find out why I'm bearish on KD stock...
Continue ReadingS&P 500 blended EPS growth for Q4 fell in the most recent week, to -4.6%, the lowest rate in over 2 years. Earnings pick up this week, with MSFT, TSLA, IBM and INTC in focus...
Continue ReadingMoffettNathanson Analyst Lisa Ellis discusses the biggest challenges IBM still faces ahead after the firm upgraded its rating on the company. You can see the entire interview here. Key Video Takeaways 00:04: On what's driving IBM's profit 00:42: On where the company is 'treading water'...
Continue ReadingMoffettNathanson Analyst Lisa Ellis joins Yahoo Finance Live to discuss upgrading IBM stock to Market Perform from Underperform, a recession, and the outlook for IBM...
Continue ReadingIndeed, today's market environment allows investors to buy high-quality stocks at a significant discount. Investors may want to rethink their positions in the three stocks described below. Justin Pope (Nvidia): Semiconductors are becoming increasingly important in a world that is ever more reliant on technology...
Continue ReadingYahoo Finance Live anchors Seana Smith and Dave Briggs look ahead to the tech stock earnings due out next week...
Continue ReadingServiceNow's (NOW) fourth-quarter 2022 results are likely to reflect gains from an expanding global presence, a solid partner base and strategic buyouts...
Continue ReadingAmphenol's (APH) fourth-quarter 2022 results are likely to reflect supply-chain constraints, unfavorable foreign exchange and inflationary pressures...
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