[Music] We're back on Morning Trade Live. Let's focus on IBM, which opened at a new all-time high today after announcing a partnership with Anthropic. It's been a good year for investors with the AI trade.Here's a 2025 chart for IBM, AMD, and Oracle. All three companies have announced key AI partnerships and deals this year and have all rallied at least 35% so far this year. IBM is the focus of the morning trade.Joining us now for a closer look as always is Schwab network host Marley Kaden to break down the ...

Core Viewpoint - Shares of International Business Machines (IBM) increased during early trading following the announcement of a new partnership with AI startup Anthropic to integrate its models into IBM's software products [1] Company Summary - IBM has formed a partnership with Anthropic, an AI startup, to embed Anthropic's AI models into its software offerings [1] - The announcement has positively impacted IBM's stock price, indicating investor confidence in the potential benefits of this collaboration [1] Industry Summary - The partnership highlights the growing trend of established tech companies collaborating with AI startups to enhance their product offerings [1] - This move is part of a broader industry shift towards integrating advanced AI capabilities into existing software solutions to remain competitive [1]

Core Insights - IBM's stock rose by 4% to reach a historic high of $300.79 following the announcement of a deep collaboration with Anthropic to integrate its Claude series of large language models into selected internal and external development tools and enterprise products aimed at enhancing productivity for IBM clients [1] Group 1 - IBM announced a partnership with Anthropic to integrate the Claude series of large language models into its tools and products [1] - The collaboration aims to improve productivity for IBM's customers [1] - IBM plans to expand the functionality of its upcoming watsonx Assistant for Z to mainframes, transitioning system management from a reactive to a proactive approach while ensuring security and compliance [1]

Core Insights - IBM shares are experiencing a premarket increase following a strategic partnership with Anthropic to enhance enterprise-grade AI by integrating Anthropic's Claude LLMs into IBM's software suite [1] - The collaboration aims to improve productivity while ensuring security, governance, and cost management throughout the software development lifecycle [1] Group 1: Strategic Partnership and Product Development - The partnership will see Claude integrated into select IBM software products, starting with a new AI-first integrated development environment (IDE) tailored for enterprise software lifecycles and modernization [1] - The IDE is currently in private preview for select clients and is being utilized by over 6,000 early adopters at IBM, who reported an average productivity increase of 45%, leading to significant cost savings while maintaining high standards of code quality and security [2] Group 2: AI and Cloud Innovations - IBM's agentic AI strategy focuses on watsonx Orchestrate, a tool-agnostic platform featuring over 500 customizable agents for scalable AI deployment [3] - The introduction of watsonx Assistant for Z aims to enhance proactive mainframe management and streamline workflows, emphasizing automation, productivity, and security [3] Group 3: Projects and Future Directions - Following the acquisition of HashiCorp, IBM launched Project Infragraph, an intelligent control plane designed to unify observability and address tool sprawl and data silos in hybrid and multi-cloud environments [4] - Project Bob, currently in private tech preview, is an AI-first IDE aimed at improving enterprise software development and modernization with advanced task-generation capabilities across the software development lifecycle [5] Group 4: Market Performance - IBM shares have risen by 4.32%, reaching $302.00 in premarket trading [5]

每经AI快讯，10月7日，美股三大指数小幅高开，道琼斯指数涨0.01%，标普500指数涨0.09%，纳斯达 克综合指数涨0.07%。AMD延续昨日涨势，今日高开超6%。戴尔涨超5%，公司预计到2030财年销售将 增长7%至9%。IBM涨超2%，公司与Anthropic达成企业级人工智能软件合作协议。 ...

Now, uh, to help us break down some of these stories and get a look at the markets, let's bring in Alex Coffee, senior equity contributor here on the network. Uh, Alex, more all-time highs, more optimism for equities. It seems like all boats are rising in this tide of asset um, grab, the grab for assets across the board, whether it's gold, whether it's Bitcoin, whether it's equities at this point.Give me your take. Yeah, I think when you when you look at some of the movement outside of stocks, uh it does st ...

Group 1 - OpenAI has launched a new small voice model called GPT-5 Pro [1] - Elon Musk announced that xAI plans to release an AI-generated game by the end of 2026 [1] - Anthropic is collaborating with IBM to integrate its AI models into IBM's software ecosystem [1]

Core Insights - IBM announced the upcoming general availability of the IBM Spyre Accelerator, designed to support generative and agentic AI workloads with low-latency inferencing while ensuring security and resilience for core workloads [1] Company Developments - The IBM Spyre Accelerator will be available on IBM Z, LinuxONE, and Power platforms, indicating a strategic move to enhance AI capabilities across its product lines [1] Industry Trends - The introduction of the IBM Spyre Accelerator aligns with the growing demand for AI solutions that prioritize both performance and security, reflecting broader industry trends towards integrating advanced AI technologies in enterprise environments [1]

来源：第一财经 【时政新闻】 ①特朗普宣布对进口中型和重型卡车征收25%关税； ③美国8月贸易帐、美国8月出口、美国8月进口因美国政府停摆未能按时公布； 【公司新闻】 ④高盛将2026年12月金价预估上调至4900美元/盎司； ①IBM美股盘前涨超5%，IBM与Anthropic合作，共同拓展企业软件开发； 【市场动态】 ②矿产勘探公司Trilogy Metals美股盘前暴涨200%，此前白宫宣布与Trilogy Metals合作，将收购其10% 股份。 ①美股三大股指期货盘前走高，截至发稿，道指期货涨0.04%，标普500指数期货涨0.02%，纳指期货涨 0.1%； ②欧股主要股指集体走高，德国DAX指数涨0.14%，英国富时100指数涨0.24%，法国CAC40指数涨 0.29%，欧洲斯托克50指数涨0.16%； ③现货黄金现涨0.19%，报3967美元/盎司； ②白宫官员：政府"关门"致美经济每周损失约150亿美元； ...

Key Insights - Early trading activity shows significant movements in technology and pharmaceutical sectors, with mixed global sales reports [2] - Tech giants like IBM and AMD are experiencing notable gains due to strategic partnerships and upgrades [3][4] - Positive clinical trial results from Johnson & Johnson bolster confidence in the pharmaceutical sector [6] - BofA Global Research has realigned sector ratings, indicating a more bullish outlook for healthcare [7] - Constellation Brands reports strong earnings despite a decline in sales [10] - Mercedes-Benz faces challenges with a significant drop in sales, particularly in the U.S. and China [11] Technology Sector - IBM's stock rose 4.3% after announcing a partnership with Anthropic to integrate AI models into its software, with early tests showing a 45% productivity gain [3] - AMD's shares surged 4% following a Jefferies upgrade to a "Buy" rating and a new price target of $300, driven by OpenAI's plan to purchase AMD equipment worth $80-100 billion [4] - IREN Limited's shares increased by 6.2% after securing multi-year contracts for NVIDIA GPU deployments, projecting over $500 million in annualized revenue by Q1 2026 [5] Pharmaceutical Sector - Johnson & Johnson reported positive results from its Phase 2b study of icotrokinra for ulcerative colitis, achieving a 63.5% response rate at the highest dose [6] - The company reaffirmed the safety profile of its drug Tremfya, supported by data from the ASTRO study [6] Sector Ratings - BofA Global Research upgraded the Healthcare sector to Overweight from Underweight, reflecting a more optimistic outlook [7] - The Utilities sector was downgraded to Underweight from Overweight, and Consumer Discretionary was moved to Market Weight from Overweight [7] Consumer Sector - Constellation Brands' shares rose 3.3% after beating earnings expectations with adjusted EPS of $3.63, despite a 15% decline in sales to $2.48 billion [10] - Mercedes-Benz reported a 12% year-over-year decline in Q3 sales, with significant drops in the U.S. (17%) and China (27%) [11]