International Business Machines Corporation

Confluent, Inc.

This could be one of the biggest deals for IBM in recent years

IBM discusses buying Confluent for $11 bln. mid-cap company's shares soar 33%

IBM securities jumped almost 3% in trading on November 21

The analyst advised to buy IBM shares. He believes that the market undervalues the company

Bank of America Corporation

Zillow Group, Inc.

All of the companies in Goldman's sample have high employee costs and are already implementing AI to improve productivity

Goldman: banks and traditional companies will be the beneficiaries of the next phase of the AI boom

Advanced Micro Devices, Inc.

Micron Technology, Inc.

This is a step towards commercialization of quantum computers

AMD chips will help IBM make a breakthrough, Reuters wrote. Both stocks hit record highs

Meta Platforms, Inc.

Reddit, Inc.

Brent crude oil futures soared almost 6% after new US sanctions affected Russia's largest crude producers. Meta laid off about 600 employees from its AI division. IBM posted gains: beating Wall Street forecasts, raising its full-year revenue guidance and reporting a record $9.5 billion in AI orders in its portfolio, while shares plummeted. These and other topics - in the review of key events for the morning of October 23.

Highlights for the morning: new US sanctions, Meta cuts AI staff, IBM grows, Reddit sues

Tech company plans to integrate AI startup Anthropic's neural networks into its products

IBM shares hit a record after announcing a partnership with rival OpenAI

D-Wave Quantum Inc.

Rigetti Computing, Inc.

NVIDIA Corporation

Quantum computers have the potential to revolutionize medicine, materials science, the management of complex systems like cellular or power grids, and last but not least, <a href="https://oninvest.com/article/nezametnyj-apokalipsis-kakoj-konec-sveta-mogut-ustroit-kvantovye-komp-utery">cryptography</a>. According <a href="https://thequantuminsider.com/2025/07/14/investor-sentiment-pivots-as-funding-ma-and-research-advances-spark-interest-during-q2-2025/#:~:text=Total%20private%20capital%20investment%20in,fewer%20but%20larger%20funding%20rounds.">to</a> Quantum Insider, venture capitalists invested 50% more in the technology in the second quarter of 2025 than in the same period a year earlier. Perhaps in part because many companies have announced that they are beginning to explore the use of quantum computers in the super-hot topic of artificial intelligence. What happens when you combine these two technologies? Is this really a future incredible breakthrough or just hype squared?

Hype squared or breakthrough: Is it time to capitalize on quantum AI 

The reason for the collapse of quotations could be overestimated expectations of investors after the rally in 2025


Analysts advise buying IBM stock on the decline after the report. The market underestimated it

Tesla, Inc.

Alphabet Inc.

Microsoft Corporation

The US president - for the first time in nearly two decades - will make an official visit to the Fed on Thursday amid mounting pressure on Jerome Powell. Alphabet's second-quarter results beat forecasts, but the company alarmed investors by announcing a sharp increase in capital spending. Tesla failed to meet even the market's lowered expectations. Another company of Ilon Musk - Neuralink - presented ambitious plans: by 2031, it expects to conduct up to 20,000 operations per year with revenues of more than $1 billion. These and other topics - in our review of key events by the morning of July 24;

IBM stock outperformed the S&P 500 by four times. Why is the market wary of the quarterly report?

SAP SE

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Nikkei sends a positive signal to investors in the US

Shares of IBM, one of the largest suppliers of IT solutions, have grown by 32% since the beginning of the year. In terms of growth rate, they outperform all securities of the so-called Magnificent Seven: Alphabet (-8%), Meta (+23%), Microsoft (+18%), Amazon (+1%), Apple (-16%), Tesla (-25%) and Nvidia (+19%). Why do some analysts believe IBM has further growth potential - especially compared to other developers - amid threats from artificial intelligence and geopolitical tensions?