Nov. 28, 2025 •
Somewhat-Bullish
This article presents Zacks' research reports on Advanced Micro Devices (AMD), GE Aerospace (GE), and International Business Machines (IBM), highlighting their stock performance, key drivers, and challenges. AMD benefits from EPYC processors and Instinct accelerators despite competition, while GE Aerospace thrives on robust demand for commercial engines and defense budgets but faces high costs and supply-chain issues. IBM's growth is fueled by cloud-agnostic strategies and the Watsonx platform, though it contends with traditional business weakness and high debt.
Nov. 28, 2025 •
Somewhat-Bullish
Guggenheim analyst Jonathan Lee initiated coverage on Kyndryl (NYSE: KD) with a Buy rating and a $30 price target, citing the company's successful "Triple A" turnaround strategy since its 2021 spin-off from IBM. Kyndryl's strategy focuses on Alliances, Advanced Delivery, and Accounts, leading to improved contract quality, automation, and stronger financial performance. The company aims to triple cash flow, double pretax earnings, and achieve single-digit revenue growth by 2028, positioning itself well in the expanding IT infrastructure services market.
Nov. 28, 2025 •
Somewhat-Bullish
Charles Schwab Investment Management Inc. reduced its stake in Rollins, Inc. (NYSE:ROL) by 5.0% in Q2, now owning 2,187,107 shares valued at $123,397,000. Other institutions also adjusted their positions, with institutional investors and hedge funds holding 51.79% of the stock. Rollins reported strong Q3 earnings, increased its quarterly dividend, and received varied analyst ratings resulting in a "Moderate Buy" consensus.
Nov. 27, 2025 •
Somewhat-Bullish
Chevron Corporation is diversifying its business by entering the rapidly growing data center power market, planning an AI data center power project in West Texas to generate 2.5 GW of off-grid power, expandable to 5 GW. This move leverages Chevron's position as a major Permian Basin producer to address the rising power demands of hyperscalers. Other energy companies like Halliburton Company and Liberty Energy Inc. are also expanding into data center services, indicating a broader trend in the energy sector.
Nov. 27, 2025 •
Bullish
This article highlights three dividend-paying stocks—AbbVie (ABBV), Amgen (AMGN), and IBM (IBM)—that have each seen over 30% growth in 2025. These companies offer significant capital appreciation potential along with steady dividend income, making them attractive for investors seeking both growth and regular payouts. The analysis details their financial performance, market capitalization, dividend yields, and future growth catalysts, including new drug approvals and AI segment growth.
Nov. 27, 2025 •
Somewhat-Bullish
MIG Capital LLC significantly increased its stake in Western Digital Corporation by 519.4% in Q2, acquiring 43,218 additional shares to hold a total of 51,539 shares valued at approximately $3.30 million. Insider selling has also been noted, with CEO Irving Tan and other insiders selling a substantial number of shares in recent months. Western Digital recently increased its quarterly dividend to $0.125 and has a consensus "Moderate Buy" rating from analysts with an average target price of $162.16.
Nov. 27, 2025 •
Somewhat-Bullish
Caterpillar and Vertiv have formed a strategic clean_content_preservation_rule_violation to provide integrated power and cooling systems for high-density AI data centers. This clean_content_preservation_rule_violation aims to streamline construction, improve energy efficiency, and reduce reliance on local power grids by offering pre-engineered modular solutions. The collaboration addresses the significant energy demands of AI workloads and seeks to accelerate the deployment of new data centers.
Nov. 27, 2025 •
Somewhat-Bullish
Quadrant Capital Group LLC significantly increased its stake in Merck & Co., Inc. by 52.7%, acquiring an additional 23,433 shares. This institutional activity, alongside other hedge funds, highlights continued investor interest in MRK. The article also details recent analyst ratings, stock performance, dividend increases, and insider trading activity for Merck & Co., Inc.
Nov. 26, 2025 •
Neutral
Nvidia has issued a seven-page response refuting claims made by "big short" investor Michael Burry, who argued that the AI investment boom mirrors the dot-com bubble's Cisco saga. Burry compared Nvidia to Cisco during the dot-com era, suggesting a potential bubble, while Nvidia defended its financial practices and the longevity of its GPU chips. The company addressed criticisms regarding stock-based compensation, share repurchases, and GPU depreciation.
Nov. 26, 2025 •
Somewhat-Bullish
This article provides a detailed financial breakdown and news overview for IBM, including its latest stock performance, key financial metrics, analyst ratings, and recent news regarding its focus on AI and quantum computing. It also lists insider transactions, offering insights into company executive stock activities.
Nov. 26, 2025 •
Neutral
Barak Turovsky, General Motors Co.'s chief artificial intelligence officer, has departed the company, marking another exit of a Silicon Valley alum from the automaker. Turovsky, who previously led AI teams at Google and Cisco, stated he would be taking a sabbatical. GM indicates it is strategically integrating AI capabilities directly into its business and product organizations, with the AI team now reporting to manufacturing engineering.
Nov. 26, 2025 •
Bullish
Jim Cramer expresses strong optimism about International Business Machines Corporation (IBM), calling it "absolutely terrific," especially in the quantum computing space. He highlights IBM's "real quantum" capabilities, citing its use by HSBC to improve trade efficiency. The article also contrasts IBM with other AI stocks, suggesting that some possess higher upside potential in a shorter timeframe.
Nov. 26, 2025 •
Bullish
Jim Cramer has consistently expressed strong optimism about International Business Machines (IBM), labeling it "absolutely terrific" and a solid quantum computing stock. He highlights IBM's current practical applications in quantum technology, citing HSBC's use of IBM quantum to improve trade efficiency. While acknowledging IBM's potential, the article also suggests that some AI stocks may offer greater returns and less downside risk.
Nov. 26, 2025 •
Somewhat-Bullish
Prudential Financial Inc. increased its stake in Cadence Design Systems, Inc. (NASDAQ:CDNS) by 9.6% in the second quarter, holding 154,969 shares valued at $47.75 million. This comes after Cadence reported a Q3 earnings beat, with EPS of $1.93 against an expected $1.79, and revenue up 10.1% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $376.47.
Nov. 26, 2025 •
Somewhat-Bullish
EPAM Systems (EPAM) experienced a significant stock climb following better-than-expected earnings and raised guidance, driven by strong demand in AI, cloud, automation, and modernization services. While analysts suggest EPAM is undervalued with a fair value of $207, its current P/E ratio is higher than the industry average, signaling potential hidden opportunity or risk of disappointment. The company's strategic investments in AI-native services and workforce upskilling position it for sustainable revenue growth, yet ongoing AI-powered automation and margin pressures pose potential risks.
Nov. 26, 2025 •
Somewhat-Bullish
Goldman Sachs has utilized AI to identify five dividend-paying stocks with strong buy ratings, focusing on companies with high labor costs, high exposure to AI automation, and existing discussions about AI for productivity enhancement. These companies are poised to benefit from AI initiatives that can improve their margins and offer both growth and income potential for investors. The article details Franklin Resources, Fidelity National Information Services, H&R Block, International Business Machines, and U.S. Bancorp as the top picks.
Nov. 25, 2025 •
Bullish
This article reviews the Q3 earnings of several IT Services & Consulting stocks, focusing on EPAM (NYSE:EPAM). It highlights EPAM's strong revenue growth and commentary on their AI focus, while also covering the performance of IBM, Grid Dynamics, DXC, and ASGN. The article also provides a brief market update on economic conditions and the stock market's performance in 2024.
Nov. 25, 2025 •
Neutral
Barak Turovsky, General Motors' chief artificial intelligence officer, has departed the company, marking another exit of a Silicon Valley alum as GM focuses on tech innovation. His departure follows that of Dave Richardson, senior vice president of software and services engineering. GM stated it is strategically integrating AI capabilities into its business.
Nov. 25, 2025 •
Neutral
This SEC filing details JPMorgan Chase Financial Company LLC's offering of $1,900,000 Callable Contingent Interest Notes, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the performance of the S&P 500® Index, EURO STOXX 50® Index, and the iShares® Semiconductor ETF, with potential for contingent interest payments and risks including principal loss and credit risk. The filing includes key terms, risk considerations, and information on tax treatment.
Nov. 25, 2025 •
Somewhat-Bullish
Analysts, specifically Evercore ISI, view IBM as a macro-resistant leader in hybrid IT and AI, positioned for growth due to enterprise AI adoption, productivity initiatives, and data sovereignty. The firm reiterated an Outperform rating with a $315 price target following discussions with IBM's CEO regarding strategy and market trends. They believe IBM's business transformation has led to consistent growth, strong free cash flow generation, and expanding profit margins.