Core Insights - The U.S. stock market showed strong performance on October 8, 2025, with major indexes rebounding from earlier losses, driven by bullish sentiment in the technology sector, particularly artificial intelligence [1][3][12] - The Nasdaq Composite and S&P 500 reached new all-time highs, indicating a focus on corporate developments despite the ongoing government shutdown [1][2] Major Index Performance - The S&P 500 rose by 0.6% to 6,757 points, continuing its winning streak [2] - The Nasdaq Composite increased by 0.7-0.9%, achieving a fresh record, led by large-cap technology stocks [2] - The Dow Jones Industrial Average gained approximately 0.2-0.6%, nearly 100 points, while small-cap stocks in the Russell 2000 added 0.6% [2] Sectoral Insights - The Technology Select Sector SPDR ETF (XLK) showed significant gains, reflecting enthusiasm for AI and innovation-focused companies [4] - The Energy and Real Estate sectors underperformed, while Consumer Staples, Financials, Health Care, Industrials, Materials, and Utilities generally saw gains [4] Upcoming Market Events - Investors are focused on the release of the Federal Reserve's September policy meeting minutes, expected to provide insights into monetary policy and interest rate trajectories [5] - Several Federal Reserve officials are scheduled to speak, with their comments anticipated to offer further clues on economic outlook and policy direction [5] Corporate Developments - Nvidia (NVDA) shares rose between 1.5% and 4.5% as the company invests $2 billion in Elon Musk's AI venture, xAI, as part of a larger $20 billion funding round [9] - Advanced Micro Devices (AMD) stock advanced by 3.8% to 10% following a significant chip deal with OpenAI [10] - Tesla (TSLA) shares declined by 1.6% after announcing lower-cost Model Y and Model 3 vehicles, raising concerns about profit margins [10] - Dell Technologies (DELL) climbed 9%, while Confluent (CFLT) surged between 10% and 19.8% amid potential sale discussions [11] - Other notable stock movements included Apple (AAPL) up 3.2%, Microsoft (MSFT) gaining 2.8%, and Meta Platforms (META) increasing by 3.0% [11] Economic Indicators - The ongoing government shutdown has delayed key economic data releases, leading market participants to rely on alternative indicators [6] - Recent housing data indicated a decline in mortgage applications, reflecting tighter mortgage rates and hesitancy among homebuyers [6] Earnings Season - The third-quarter earnings season is approaching, with Delta Air Lines (DAL) set to report its Q3 earnings, followed by other companies like AZZ Inc. (AZZ) and Resources Connection, Inc. (RGP) [7]

Key Points IBM has barely grown in the last decade. The stock has jumped in recent years over hopes for AI. The partnership with Anthropic should pay off for IBM. 10 stocks we like better than International Business Machines › IBM (NYSE: IBM) is regarded by some as one of the biggest busts in artificial intelligence (AI). The legacy tech giant was early to the technology with its Deep Blue chess computer and Watson supercomputer, an early example of natural language processing. However, it was un ...

Key Takeaways IBM partnered with S&P Global to embed its watsonx AI into supply chain and vendor selection platforms.The collaboration leverages S&P Global's data and IBM's AI to boost visibility and accelerate decisions.Upbeat estimate revisions and AI-driven growth trends signal optimism around IBM's profitability.International Business Machines Corporation (IBM) has inked a partnership with S&P Global Inc. (SPGI) to equip business enterprises with AI-powered tools for effective supply chain management. P ...

Core Insights - IBM has announced a partnership with Anthropic to integrate the Claude family of large language models into its software portfolio, significantly enhancing its AI capabilities [1][3][4] - The stock has seen a 25% increase over the past two months, indicating strong market performance [2] - The deal is expected to strengthen IBM's competitive position in the enterprise AI market, particularly against major cloud providers [4][6] Stock Performance - IBM stock has been in a sharp uptrend, currently up approximately 25% from its August low [2] - Options data suggests a near-term trading range of $271.43 to $310.23, indicating bullish sentiment [5] - Longer-term contracts indicate a wider range from $258.23 to $323.43, reflecting potential breakout momentum [6] Market Sentiment - The Anthropic deal is viewed positively by investors, showcasing IBM's commitment to a diverse AI portfolio [3] - Wall Street analysts forecast continued upside for IBM stock, reinforcing bullish sentiment in the market [7]

, /PRNewswire/ -- IBM (NYSE: IBM) will hold its quarterly conference call to discuss its third-quarter 2025 financial results on Wednesday, October 22, 2025 at 5:00 p.m. ET. The live webcast of the earnings call can be accessed at www.ibm.com/investor. 9k+ Digital Media Outlets Please also visit the investor website for the earnings press release prior to the webcast. A replay, associated charts and prepared remarks will be available after the event. 270k+ Journalists Opted In Media contact: Timothy Dav ...

The U.S. stock market opened with tentative gains on Wednesday, October 8, 2025, as investors digested a mixed bag of corporate news and braced for the release of the Federal Reserve's September meeting minutes later today. This cautious uptick follows a Tuesday session that saw major indexes retreat after a prolonged rally, particularly in the tech sector. The ongoing government shutdown, now in its seventh day, continues to cast a shadow of economic uncertainty over the markets, delaying crucial data rele ...

Core Insights - The period of 2024-2025 is marked as a pivotal moment for quantum computing, characterized by significant advancements that bridge the gap between quantum theory and practical applications [2][45] Breakthroughs in Error Correction - Google's Willow chip achieved a significant milestone by halving the error rate with each increase in qubit arrays, demonstrating "below threshold" performance, a long-sought goal in quantum error correction [5] - Microsoft's collaboration with Quantinuum resulted in an 800-fold reduction in quantum error rates through "qubit virtualization," showcasing a shift from combating errors to managing them [6] - By November 2024, Microsoft and Atom Computing entangled 24 logical qubits, demonstrating coherence across a large network of logical units [8] Hardware Innovations - The quantum computing landscape is diversifying beyond superconducting circuits, with photonic quantum computing emerging as a notable alternative, exemplified by PsiQuantum's Omega chipset achieving 99.98% fidelity for single-qubit operations [10] - Neutral atom quantum computing, led by Atom Computing, allows for high connectivity and packing of qubits in smaller spaces [11] - IBM's roadmap includes the development of a fault-tolerant quantum computer named Quantum Starling, targeting 100 million quantum operations with 200 logical qubits by 2029 [13][14] Practical Applications - Drug discovery is highlighted as a promising application, with PolarisQB using D-Wave's systems to compress timelines from years to weeks, analyzing billions of compounds [18] - Terra Quantum achieved 97% accuracy in identifying viable liver transplants using a hybrid quantum neural network [20] - Quantum technology is also being explored for military applications, with DARPA investing over $100 million in quantum sensors for defense purposes [22] Investment Trends - Venture capital funding for quantum computing surged to $2.6 billion in 2024, a 58% increase from 2023, indicating a shift towards commercialization [25] - Global quantum industry revenue reached $1.45 billion in 2024, with projections exceeding $2 billion for 2025 [26] - Hardware companies received the majority of funding in early 2025, reflecting growing confidence in the maturity of quantum hardware [27] Market Reactions and Criticism - Nvidia's CEO Jensen Huang's comments at CES 2025 led to a significant drop in quantum computing stocks, suggesting skepticism about the timeline for practical quantum computers [28] - Quantum computing CEOs countered these claims, emphasizing the real-world applications of their technologies [29][30] Hybrid Computing Future - Microsoft's Azure Quantum Elements platform exemplifies a hybrid approach, combining quantum and classical computing to leverage their respective strengths [31] - This hybrid model allows for specialized quantum processors to work alongside classical systems, optimizing performance for specific problems [33] Overall Progress and Future Outlook - The quantum computing field is experiencing consistent progress across multiple fronts, including hardware improvements, error correction breakthroughs, and emerging applications [41][43] - The timeline for achieving quantum milestones is becoming clearer, with IBM and PsiQuantum setting ambitious targets for the coming years [38] - The quantum computing industry is transitioning from a research focus to a competitive technology landscape, with commercial sales reaching $854 million in 2024, a 70% increase from 2023 [40]

Core Insights - S&P Global and IBM have formed a strategic alliance to integrate IBM's watsonx Orchestrate framework into S&P Global's offerings, starting with supply chain management [1][2] - The collaboration aims to provide AI-powered tools to enhance insight and visibility in supply chain and vendor selection, leveraging S&P Global's proprietary data and analytics [2][3] Group 1: Partnership Objectives - The partnership seeks to empower organizations to improve procurement strategies, manage risks, and make informed decisions, ultimately driving greater efficiency in a complex market [3] - S&P Global plans to expand the integration of IBM AI technology into additional risk intelligence services within its Market Intelligence division [2][3] Group 2: Product Offerings - The new offering will include AI agents that combine data across procurement, trade, country, and supplier risk domains to expedite decision-making in supply chain management [2] - IBM's watsonx Orchestrate includes an Agent Catalog featuring over 500 pre-built agents and tools to streamline workflows across businesses [4] Group 3: Market Positioning - S&P Global's supply chain solutions are part of its Risk & Valuation Services portfolio, which aims to provide differentiated data and analytics to help identify risk exposures and create market transparency [3] - The collaboration aligns with S&P Global's vision for agentic AI, focusing on developing trusted AI agents to enhance enterprise value [3]

Group 1: Hong Kong Stock Market Highlights - Jinli Permanent Magnet (06680) rose over 5%, with institutions optimistic about valuation and performance in the rare earth sector [1] - Heyu-B (02256) increased by more than 7%, as the upcoming launch of Pimiatin is expected to provide continuous sales revenue [1] - Sa Sa International (00178) saw a rise of over 6%, with a 8.4% year-on-year increase in revenue for the second fiscal quarter [1] - Gold stocks continued their recent upward trend, with Chifeng Jilong Gold Mining (06693) up over 14% and Zijin Mining International (02259) up over 7% [1] - Xinjiang Xin Mining (03833) surged over 17%, with the company announcing a near doubling of stock price after its return to A-shares [1] Group 2: U.S. Stock Market Highlights - AMD (AMD.US) rose 3.83% after announcing a 6 GW computing power agreement with OpenAI for future AI infrastructure [3] - Trilogy Metals (TMQ.US) skyrocketed 211% following the U.S. government's announcement to acquire a 10% stake in the company [3] - AppLovin (APP.US) increased by 7.64%, amid reports of an SEC investigation regarding its advertising practices [3] - Ford Motor Company (F.US) fell 6.14% due to a significant fire at a key production facility, expected to halt operations until next year [4] - Soluna Holdings (SLNH.US) surged 12.78%, reporting an increase in mining capacity from 526 PH/s in August to 658 PH/s in September [4]

Tim, your final trade. >> I'm going to get myself a new neck tie. I'm going to treat you to one, Brian.In the meantime, I should have been listening to Karen all these years on Johnson Controls. Key part of that data center trade, electrical components, etc. Karen, >> ah, we are nice to say. Um, on it, we talked about this a lot last week.PPH, this is ETF, big cap pharma. I like it. I think there's value in this space.More to uh you saw the home builders downgraded and everything was down. I don't think you ...