Good MorningThe sell-off in equities deepened last week, with the S&P 500 falling more than 3% at the session's low. The move is led by tech stocks and the fear of higher interest rates for longer. The NASDAQ Composite fell 5% for the week and marks a critical top that may not be broken for some time. The outlook for AI and the bubble it caused is to blame. Regarding interest rates, Fed Chief Jerome Powell says inflating is harder to tame than previously thought and has not retreated sufficiently.
This week will be trying one for equity traders. The first read on Q1 GDP is due on Thursday, and the March reading of PCE is due on Friday. The GDP is not expected to show conditions conducive to FOMC rate cuts, nor is the PCE. The takeaway will be how they impact the outlook for the timing of rate cuts, which is not expected to be soon. As it is, the market now assumes the first cut won't come until September or later. Featured: I handed Josiah a check today (Ad) 
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Every once in a while, investors can find stocks that belong to the hottest sector but haven’t quite become hot themselves. This time, the U.S. technology sector brought the nation’s stock indexes to all-time highs. While semiconductor stocks took the lion’s share of credit, othe... Read the Full Story |
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Stocks | | The worst week for big technology stocks since the COVID crash in 2020 dragged Wall Street on Friday across the finish line of another losing week. The S&P 500 dropped 0.9% to close out its third straight losing week. That’s its longest such streak since September, before it broke into a romp th... Read the Full Story |
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Stocks | | Asian benchmarks extended gains Tuesday after U.S. stocks clawed back a chunk of their losses from last week, which was the worst for the S&P 500 in more than a year, while the yen weakened further to fresh 34-year lows.U.S. futures were mixed and oil prices rose.Japan’s benchmark Nikkei 225 edg... Read the Full Story |
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The electric vehicle (EV) trend brought the spotlight on the demand for lithium used in EV batteries. The fear of a dwindling supply of lithium and growing demand for it caused lithium carbonate prices to surge as high as $81,360 per tonne in November 2022. However, lithium prices collapsed to nea... Read the Full Story |
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If you wonder if Intuitive Surgical (NASDAQ: ISRG) stock can trend higher this year, it can. The med tech business is growing, and Intuitive Surgical is the industry leader and outperforming expectations. The takeaway from the Q1 results is the same as last quarter and last year: industry normaliz... Read the Full Story |
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While artificial intelligence (AI) and robots are in the spotlight regularly these days, there's a company that's been making surgical robots for over two decades. Intuitive Surgical Inc. (NASDAQ: ISRG) is the pioneer in robotic-assisted surgical systems. Their da Vinci Surgical System enables rob... Read the Full Story |
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Markets | | There was no shortage of stressors to the global economy when Ajay Banga took charge at the World Bank almost a year ago: inflation eating at nations drowning in debt, a once-in-a-generation pandemic, climate disasters and Russia's invasion of Ukraine. Factor in the Israel-Hamas war and rising tensi... Read the Full Story |
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The GLP-1 weight loss trend continues to flourish, and the ante keeps rising. The reigning champions in the battle of the bulge are Novo Nordisk A/V (NYSE: NVO) with its Semaglutide medications Ozempic and Wegovy, and Eli Lilly & Co. (NYSE: LLY) with its Tirzepatide medications Mounjaro and Ze... Read the Full Story |
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Markets | | Credit card giant American Express posted a 34% jump in its first quarter profits on Friday, helped by more customers spending on its namesake cards as well as more customers keeping a balance on the cards Read the Full Story |
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Markets | | The head of the International Monetary Fund said Thursday that the world economy has proven surprisingly resilient in the face of higher interest rates and the shock of war in Ukraine and Gaza, but “there is plenty to worry about,″ including stubborn inflation and rising levels of government debt Read the Full Story |
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Monday's Early Bird Stock Of The Day International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services worldwide. The company operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers a hybrid cloud and AI platforms that allows clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on skills integration for strategy, experience, technology, and operations by domain and industry. The Infrastructure segment provides on-premises and cloud based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, facilitates IBM clients' acquisition of hardware, software, and services. The company has a strategic partnership to various companies including hyperscalers, service providers, global system integrators, and software and hardware vendors that includes Adobe, Amazon Web services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York. | Should I Buy International Business Machines Stock? IBM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of International Business Machines was last updated on Wednesday, July 09, 2025 at 6:04 PM.
International Business Machines Bull Case -
The current stock price is around $290, which reflects a strong market capitalization of approximately $269 billion, indicating robust investor confidence.
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International Business Machines Co. recently reported earnings that exceeded analysts' expectations, showcasing its ability to generate revenue effectively, with a quarterly revenue increase of 0.5% year-over-year.
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The company has a solid return on equity of 37.43%, which suggests that it is efficient in generating profits from its equity investments.
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International Business Machines Co. has increased its quarterly dividend to $1.68 per share, representing a yield of 2.32%, which can provide a steady income stream for investors.
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Analysts have given the stock a consensus rating of "Hold," with several firms issuing "buy" ratings, indicating potential for future growth and stability in the stock price.
International Business Machines Bear Case -
Despite recent earnings growth, the company has a high price-to-earnings (P/E) ratio of around 49.87, which may suggest that the stock is overvalued compared to its earnings.
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The dividend payout ratio is currently at 115.66%, indicating that the company is paying out more in dividends than it earns, which could be unsustainable in the long run.
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One analyst has rated the stock with a "sell" rating, which may indicate concerns about the company's future performance.
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The stock has experienced fluctuations, with a 52-week high of $296.16 and a low of $174.45, suggesting volatility that could deter risk-averse investors.
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Recent downgrades from some analysts, including a shift from "buy" to "hold," may reflect a cautious outlook on the company's growth prospects.
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