Finance entity

IBM

Company

Coverage clusters in markets, which accounts for 8 of those 11, with the remainder spread across 2 other categories. IonQ is the most frequent co-covered peer, appearing in 3 of the 11 tracked stories. Across a 143-day span, the pace is roughly 0.5 stories per week. The busiest single day carried 2.

Last mentioned: 4d ago

Entity pulse

Recent coverage · IBM

11 stories
7.2 avg impact
64% positive
27% negative

Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 37 percentage points.

  • 64% positive
  • 9% neutral
  • 27% negative

Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.

What the coverage shows about IBM

Coverage clusters in markets, which accounts for 8 of those 11, with the remainder spread across 2 other categories. IonQ is the most frequent co-covered peer, appearing in 3 of the 11 tracked stories. Across a 143-day span, the pace is roughly 0.5 stories per week. The busiest single day carried 2. Against the same-window beat baseline of 28% negative, this entity's 27% share is less negative. Their average consequence score of 7.2 runs above the beat's 6.3 for that window. Source depth averages 2.5 original sources per story, versus 2.8 across the same-window beat baseline. We currently track 11 Finance stories that mention IBM, published between February 25, 2026 and July 17, 2026.

Stories tracked
11
Per week
0.5
Negative
27%
Sources per story
2.5

Computed from the 11 stories linked to this entity, with beat comparisons drawn from all 3109 Finance stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.

Coverage cohort

Appears alongside

Other entities that clear the same relevance threshold in stories also covering IBM. Shared-story counts are live from our verified record — not editorial picks.

Key Data

ticker
IBM
name
IBM
price
145.3
change
0.8
changePct
0.55

Timeline

  1. GTC 2026 Keynote

    Jensen Huang announces $1 trillion sales projections and the Vera Rubin architecture.

  2. DLSS 5 Reveal

    Nvidia introduces generative AI graphics technology for the consumer market.

  3. Enterprise Expansion

    Strategic partnerships with IBM and Cisco are finalized for secure AI infrastructure.

  4. Autonomous Mobility Update

    Uber and car manufacturers commit to Nvidia's expanded autonomous driving stack.

  5. Market Watch

    Investors and analysts increase focus on IBM stock performance heading into the end of Q1.

  6. Bylaw Amendments

    IBM files Form 8-K regarding amendments to its Articles of Incorporation or Bylaws.

  7. Market Reaction

    Asian markets trade mixed as new levies take effect and AI fears hit software stocks.

  8. Trump Warning

    President warns of higher tariffs for countries that 'play games' after court ruling.

  9. Citrini Report

    Research firm warns of AI disruption risks to fintech and delivery sectors.

  10. Leadership Update

    Filing regarding the departure or election of directors and officers as part of organizational restructuring.

  11. Q4 Earnings Release

    IBM reports results of operations and financial condition, setting the tone for the 2026 fiscal year.

  12. Guidance Target

    Company expects Q1 2026 revenue between $48M and $51M.

  13. Full Year Outlook

    IonQ targets $225M-$245M in total revenue for the 2026 fiscal year.

  14. Liberation Day

    Trump administration announces sweeping tariff policy under specific legal authority.

  15. Market Surge

    Stock climbs 23% as investors react to the 429% revenue growth and commercial traction.

  16. Earnings Release

    IonQ reports Q4 results far exceeding internal and analyst expectations.

Stories mentioning IBM 11

Earnings Very Bearish

IBM Sheds 25% in a Day as AI Budget Shift Threatens High-Margin Software

IBM's historic 25% single-day plunge after preliminary Q2 results reveals a structural threat: enterprise budget rotation to AI infrastructure is cannibalizing its high-margin software and consulting revenue. Investors must now assess whether the AI capex cycle permanently impairs IBM’s valuation.

3 sources
Markets Very Bullish

Nvidia’s $1 Trillion Sales Projection Solidifies AI Dominance at GTC 2026

At the GTC 2026 conference, Nvidia CEO Jensen Huang projected that sales for the company’s Blackwell and newly unveiled Vera Rubin architectures could reach $1 trillion. This staggering forecast, combined with new enterprise partnerships and consumer AI breakthroughs, cements Nvidia's position as the primary beneficiary of the global AI infrastructure build-out.

2 sources

Source: fool.com · fool.com

Real Estate Very Bullish

SL Green Hits 100% Occupancy at One Madison, Signals NYC Office Rebound

SL Green Realty Corp. has fully leased One Madison Avenue following a major expansion by Harvey AI, positioning the firm for its strongest first quarter in nearly three decades. The milestone underscores a 'flight to quality' in Manhattan's office market, defying narratives of AI-driven workforce contraction.

3 sources
Earnings Bullish

IonQ Shares Rocket 23% as Q4 Revenue Surges 429% on Commercial Adoption

IonQ reported a massive fourth-quarter earnings beat, driven by a 429% year-over-year revenue surge and a significant shift toward commercial adoption. The company's optimistic 2026 guidance suggests that quantum computing is rapidly moving from experimental phases into a viable enterprise market.

3 sources

IBM is linked from 11 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.

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