Historical IBM News Stories
IBM Q3 Beat: Mainframes Surge; Stock Down 6% Today
IBM beat Q3 expectations with strong infrastructure and software results—driven by a sharp rebound in mainframes—while Red Hat growth cooled and shares fell roughly 6% as investors weigh sustainability. Management raised full‑year free cash flow guidance and flagged long‑term AI infrastructure cost risks.
IBM's $11B Confluent Deal Fuels AI Infrastructure!
IBM’s $11B acquisition of Confluent strengthens its AI infrastructure stack while rising generative-AI consulting bookings and disciplined capital guidance reshape the Dow component’s growth story.
IBM Buys Confluent for $11B; CEO Flags AI Costs
IBM’s $11 billion Confluent acquisition and CEO Arvind Krishna’s warning on unsustainable AI infrastructure spending are concrete developments reshaping IBM’s software, consulting, infrastructure and financing outlook — with direct implications for IBM stock in the DJ30.
IBM Falls, AI Consulting Drives Q3 Revenue Surge!!
IBM shares dipped on Dec 1, 2025, dragging the Dow after a $4.07 (1.3%) decline, but underlying Q3 results showed broad strength: revenue up 9% to $16.3B, software and infrastructure gains, a $9.5B AI pipeline, and raised guidance. This article breaks down the near-term stock move and the fundamental drivers in software, consulting, infrastructure, and financing.
IBM Boosts AI Bets: DataStax, HashiCorp, Cuts 2025
IBM unveiled a targeted reshaping of its reporting, M&A and capital plans this week: recast Software and Consulting segments, announced the DataStax buy and cleared HashiCorp approval in the U.K., set new debt-underwriting agreements, and confirmed a low single-digit percentage workforce reduction. These moves, together with solid trailing revenue and AI backlog metrics, aim to sharpen IBM’s AI and hybrid-cloud positioning while improving cash generation and balance-sheet flexibility—key drivers for IBM stock in the DJ30.
IBM Stock: Quantum Wins, Red Hat Cuts Shift Focus!
Recent concrete moves — a quantum processor milestone, a watsonx-powered UFC rollout, Red Hat back‑office consolidation and targeted layoffs, plus strong Q3 software and IBM Z results — have driven short‑term volatility in IBM (IBM) shares while sharpening the company’s focus on AI, hybrid cloud and infrastructure. This article explains the events, shows how each directly affects the stock, and outlines what investors should watch next.
IBM Q3 Beat: AI Book, Z Mainframe & Cash Lift Now!
IBM's Oct. 22 Q3 report delivered a revenue and EPS beat led by software, AI, and a surge in IBM Z mainframes. Management raised full-year guidance and boosted free cash flow targets, driving a positive stock reaction. No new IBM-specific events emerged in the past week to materially change this outlook.