IBM

IBM

Market cap $225B

Software stocks have plunged this year on fears of AI disruption. Block seemed to confirm those fears by announcing mass layoffs as it pivoted AI.

Anthropic's AI-powered computing-coding agent Claude appears easily capable of competing with one of IBM's core businesses. Worries of this threat sent IBM stock careening on Monday.

Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

IBM (IBM) concluded the recent trading session at $242.01, signifying a +1.88% move from its prior day's close.

The sudden sell-offs for both IBM stock and DoorDash have a common culprit.

NEW YORK--(BUSINESS WIRE)--Omnilogy, a global technology developer focused on the IBM i environment, will be attending PowerUp 2026, sponsored by Common.org. The Omnilogy team will have a table at booth #604 on the show floor, and will be giving a presentation entitled “AI-Driven Observability for IBM i: From Alerts to Predictive Insights” at 3:15 PM on Tuesday, April 28th. “IT Architect Maciej Wielgus and I are honored to present at this year's prestigious PowerUp event,” says i-Rays General M.

The Investment Committee debate the software sector as Stephanie Link and Malcolm Ethridge makes some moves in the space.

IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.

After a sharp selloff that erased more than a fifth of its value this year, International Business Machines Corp (NYSE:IBM) has won a ratings upgrade from UBS, which said the stock's recent decline has made its risk-reward profile more balanced. UBS upgraded IBM to “Neutral” from “Sell” and maintained its 12-month price target of $236, implying roughly 3% upside from the current price of $228.60.