IBM (IBM) will report its third-quarter earnings late Wednesday, with IBM stock having recently pulled back following a breakout. The 114-year-old tech stalwart's shares are ahead more than 29% overall this year, though much of those gains were focused in the first half of the year. Optimism about IBM's software and other businesses benefiting from AI helped return shares to record-high territory late last year for the first time in more than a decade. IBM has added to those gains but slumped following its ...

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Week ahead: Smart trades start with knowing what’s next.💼 Next big earnings ahead: $NFLX | $GE | $LMT | $KO | $TSLA | $IBM | $INTC | $PG$INTC +60%, $TSLA +37%, $IBM flat over the past 90 days. How will earnings move the chart this time? https://t.co/Co1vjlqv6p ...

Group 1 - IBM is expected to report third-quarter revenue of $16.1 billion and adjusted earnings per share (EPS) of $2.45, with potential to exceed these expectations due to strong demand for AI and growth in hybrid cloud business [1][2] - The company has embedded AI capabilities in over 70 workflows, including sales, finance, and marketing, which is expected to drive future growth [1] - IBM's strategic partnerships, such as with Anthropic and S&P Global, are enhancing its AI solutions and expanding its market presence [2] Group 2 - Wedbush analysts believe IBM is well-positioned in the current hybrid cloud and AI application demand transformation, with quantum computing initiatives contributing to long-term profitability [2] - IBM has been included in Wedbush's "Best Investment Ideas" and "Ives AI 30" lists, highlighting its potential to define the future landscape of AI development [2]

Market Sentiment - Initial trends indicate a moderately higher open for Wall Street, driven by easing trade tensions between the U.S. and China, which is likely to boost investor sentiment [1] - Major U.S. indices finished positively on Friday, with the Dow up 238.37 points (0.5%), Nasdaq up 117.44 points (0.5%), and S&P 500 up 34.94 points (0.5%) [2] Economic Indicators - The Leading Indicators for September are expected to show a decline of 0.3%, an improvement from the previous month's decline of 0.5% [3] - Treasury Bill auctions for both three-month and six-month maturities are scheduled, indicating ongoing government financing activities [3][4] Company Earnings - A number of significant companies, including Coca-Cola, General Motors, Netflix, AT&T, IBM, Tesla, and Intel, are set to report their quarterly results this week, which may attract investor attention [1]

It’s a big week of earnings with some big tech stocks and industrials due to report. This week we have Tesla (TSLA), Netflix (NFLX), Intel (INTC), Ford (F), Coca-Cola (KO), International Business Machines (IBM), Freeport McMoran (FCX) and Nemont Mining (NEM) all reporting in what shapes as a busy and pivotal week for stocks. Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators and hedgers create huge demand for the ...

Core Insights - IBM and Groq have formed a strategic partnership to enhance AI capabilities for enterprise clients, focusing on high-speed AI inference through Groq's technology integrated with IBM's watsonx Orchestrate [1][2][8] - The collaboration aims to address challenges in deploying AI agents in production, particularly in sectors like healthcare, finance, and manufacturing, by providing a cost-effective and efficient infrastructure [2][6] Partnership Details - The partnership will integrate Groq's LPU architecture with RedHat's open-source vLLM technology, enabling improved inference orchestration and load balancing [1][7] - GroqCloud is reported to deliver over 5X faster and more cost-efficient inference compared to traditional GPU systems, ensuring low latency and reliable performance [3][9] Application in Industries - IBM's healthcare clients can utilize Groq's technology to handle thousands of complex patient inquiries in real-time, enhancing customer experience and decision-making [4][9] - In non-regulated sectors, such as retail, Groq's technology is being used to automate HR processes, thereby increasing employee productivity [5][9] Future Directions - The partnership emphasizes transforming enterprise AI deployment from experimentation to widespread adoption, allowing organizations to leverage AI for immediate and continuous learning [6][8] - IBM will provide immediate access to GroqCloud's capabilities, focusing on delivering high-performance AI solutions tailored to various enterprise needs [6][9]

Group 1 - The report indicates that recent events suggest short-term volatility in the Hong Kong stock market may not have ended, but the long-term upward trend remains unchanged [1] - Economic data, US-China tariff news, US tech earnings, and the Fourth Plenary Session are expected to influence trading patterns and styles in the Hong Kong market [1][2] - The technology sector is facing increased volatility risks, with US tech earnings impacting the trading rhythm of Chinese tech stocks [1][2] Group 2 - The report highlights that the US stock market showed resilience despite concerns over US-China tensions and credit worries, with the Nasdaq leading gains at 2.1% [1][4] - Federal Reserve Chairman Powell's dovish stance suggests a likelihood of maintaining the current policy path, with a potential rate cut in October being the optimal solution [1][5] - The report notes that the average win rate for October over the past decade is low, while the advantages of November and December are relatively prominent [1][23] Group 3 - The report discusses the ongoing US government shutdown, which has entered its third week, potentially exacerbating negative impacts on the economy [3] - Concerns over credit quality in regional banks have emerged, but these are viewed as isolated incidents rather than indicative of a broader liquidity crisis [2][3] - The report emphasizes the importance of monitoring US-China trade relations, as further escalation could negatively impact the US economy and inflation risks [3][4] Group 4 - The report notes that developed markets saw an increase of 1.4% while emerging markets declined by 0.3% during the week [4][12] - The Hang Seng Tech Index fell by 8.0%, and the Hang Seng Index dropped by 4.0%, with public utilities leading sector gains [4][12] - The report highlights significant inflows into financials and non-essential consumer sectors, while the information technology sector experienced outflows [4][12] Group 5 - The report indicates that global stock ETFs saw a net inflow of $446.43 billion, with the US stock ETFs leading at $231.7 billion [7][49] - The technology sector was the top recipient of inflows among global stock ETFs, while the communication sector experienced the most significant outflows [7][51] - The report also notes that institutional investors marginally increased their holdings in gold, with significant inflows into major gold ETFs [6][54]

Core Viewpoint - IBM is positioned as a significant player in the AI sector, with analysts expecting solid performance in the upcoming earnings report, which could alleviate concerns regarding its growth projections for the year [1][2]. Group 1: Earnings Expectations - RBC Capital analyst Matthew Swanson has reiterated an Outperform rating on IBM with a price target of $315.00 ahead of the third-quarter earnings report scheduled for October 22 [1]. - The market is anticipating that IBM will deliver solid results, with a focus on revenue sub-components and the overall top-line figure [2]. - Investors are particularly interested in whether IBM's Q3 performance will address doubts about meeting full-year growth projections for both Red Hat and its total software business [2]. Group 2: Financial Metrics - Analysts will be assessing IBM's free cash flow, which is expected to benefit from the company's "clientzero" cost-saving initiatives [3]. - The use of generative AI technology is highlighted as a means to improve internal operational efficiency [3]. Group 3: Company Overview - IBM is recognized as a multinational technology company and a pioneer in artificial intelligence, providing AI consulting services and a suite of AI software products [3].

你有没有发现，比特币这几年越来越诡异了。说是去中心化，说是没人能动，可美国手一伸，150亿美金的币就进了账。这事儿要搁几年前，谁信啊？可现 在真发生了。 我第一反应是，那他们是不是把密钥破解了？结果一查，没破。根本没破。人家连私钥都没动，就能拿走。理由？"执法"。这事儿发生在2024年底，美国司 法部公告自己控制了从黑客案里追回的超150亿比特币。听起来像在办案，但细想就觉得冷。区块链不是去信任的吗？结果最大的不确定，来自最有权的那 一方。 这下币圈的"绝对安全"，被打了个响亮的耳光。 很多人都在说，比特币用的是椭圆曲线签名算法，也就是ECDSA，现有技术确实破不了。对，这话没错。但问题是，没人规定技术永远停在现在。量子计 算的那条线，已经快摸到门框了。 谷歌在2019年就宣布过自己实现了"量子霸权"，意思是量子机算一道题比传统超算快了1万倍。当时大家都觉得离现实还远。但今年有新数据，美国国家标 准与技术研究院（NIST）披露，破解ECDSA所需的量子比特数量，比之前估的少了整整20倍。这个变化意味着什么？意味着那种原本几十年后的威胁，可 能提前十年敲门。 IBM现在在干嘛？他们说2033年前要造出10万量子 ...