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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending following a positive earnings report and increased guidance, sparking excitement about its potential in the AI data center space. The community is actively discussing the possibility of a short squeeze and future hyperscaler deals, while some caution against overvaluation and potential algorithmic selling. Despite differing opinions, bullish sentiment appears to be dominating the conversation surrounding APLD.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's stock is trending as traders eye a potential breakout, fueled by optimism around AI and cloud growth. Community members are actively discussing short-term price movements and potential options plays, with some anticipating a run towards higher price targets. Despite some bearish sentiment and concerns about lagging performance, many bulls believe AMZN is undervalued and poised to catch up with its mega-cap peers.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending as community members discuss its potential for a short squeeze, fueled by high short interest and significant call option volume at the $20 strike. Some investors believe the stock is undervalued compared to peers and are drawing comparisons to Palantir's early growth, citing UiPath's shift towards AI and partnerships with major tech companies as catalysts for future gains. Others are focused on technical analysis, highlighting breakout potential and resistance levels.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp ($LAES) is trending due to its partnership to develop quantum-resistant chips for U.S. defense, fueling speculation of government contracts and a potential short squeeze. The community is comparing it to other quantum stocks like $IONQ and $RGTI, with many believing it's undervalued and poised for significant growth. Discussions also highlight upcoming catalysts, including a satellite launch and the release of a new chip.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf (WULF) is trending as the community discusses its potential to catch up with sector peers like APLD and IREN, particularly due to its increasing focus on AI and high-performance computing data centers. Discussions revolve around a possible short squeeze, fueled by high short interest and a large amount of call options, with some speculating on price targets and the impact of upcoming earnings and potential catalysts like the Cayuga site approval. Some investors point to the backing of Google as a catalyst for growth.

GSR III Acquisition Corp engages in the merger, share exchange, asset acquisition, share purchase or reorganization with one or more businesses. The company was founded on May 10, 2023 and is headquartered in Austin, Texas.

GSR III Acquisition Corp. - Ordinary Shares- Class A

GSR III Acquisition Corp. Ordinary Shares

GSRT is trending due to the upcoming merger with Terra Innovatum, with the ticker symbol slated to change to NKLR, a catchy name in the nuclear sector; the merger vote is scheduled for early October. The community is excited about the ticker change and is comparing the company to sector peers, anticipating a significant rise in valuation post-merger, although some caution about potential volatility.

One and one Green Technologies. Inc - Ordinary Shares - Class A

One and one Green Technologies ($YDDL) is trending following its IPO, with significant after-hours volatility and considerable interest due to its low float. Community members are actively discussing potential overnight holds, possible price targets, and the company's business model as a waste management and scrap metal recycling company in the Philippines. Many are also comparing it to other recent IPOs with similar price action.

Siyata Mobile, Inc. engages in the provision of cellular communications systems for enterprise customers. It specializes in connected vehicle products for professional fleets, marketed under the Uniden Cellular and Siyata brands. The firm operates through the following geographical segments: Europe, the Middle East and Africa; Unites States; Canada; and Australia and New Zealand. The company was founded by Marc Seelenfreund on October 15, 1986 and is headquartered in Montreal, Canada.

Core AI Holdings Inc.

Core AI Holdings, Inc.

Core AI Holdings ($CHAI) is trending as investors express frustration and confusion following its NASDAQ debut after a reverse merger, citing a lack of communication and disappointing price action; the community is actively discussing concerns around financials, the merger's purpose, and potential short attacks, while also questioning the company's strategy. Some are hopeful for a turnaround pending news and brokerages resolving trading issues, while others voice deep skepticism and regret, comparing it to past disappointments.

The Hershey Co. engages in the manufacture and marketing of chocolate, sweets, mints and confectionery products. The firm operates through the following segments: North America Confectionery, North America Salty Snacks and International. The North America Confectionery segment is responsible for the traditional chocolate and non-chocolate confectionery market position of the company, as well as its grocery and snacks market positions, in the United States and Canada. The North America Salty Snacks segment is responsible for the salty snack products in the United States. The International segment includes the combination of all other operating segments, including those geographic regions where the company operates outside of North America. Its brands include Hershey's, Reese's, and Kisses. The company was founded by Milton S. Hershey in 1894 and is headquartered in Hershey, PA.

Hershey Company

Hershey is trending amid speculation of a potential acquisition by Mondelez, driving significant price movement. Community discussions revolve around the likelihood of the deal given Hershey's trust structure and previous rejections, as well as the potential impact of cocoa prices and consumer demand on a combined entity. Analysts are weighing in on the potential valuation and strategic fit within the broader food and beverage sector.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound (COMP) is experiencing heightened activity as traders debate its potential amid observations of low volume and historical underperformance relative to other cryptocurrencies. Community members are closely watching governance proposals and treasury management, while also speculating on potential catalysts like staking and updates from the Compound Foundation. Discussions also involve technical analysis, with some anticipating a breakout due to its low float and others expressing frustration with its price action.

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The Zacks Analyst Blog Highlights Oracle, IGV, TRFK, TDIV and TDVI.

Oracle soars 36% on record cloud demand and RPO growth, boosting AI deals and Oracle-heavy ETFs.

Oracle's Monster Rally Puts These ETFs in Focus 

Oracle stock soars 36% on cloud demand and AI deals. ETFs like IGV, TRFK, TDIV and TDVI offer exposure.

IT consulting and services giant IBM’s (IBM) shares fell sharply in Thursday’s early premarket session despite the solid quarterly results and guidance.Underwhelming software revenue and CEO Arvind Krishna’s cautious commentary on the earnings call apparently weighed down on sentiment.<a href="https://stocktwits.com/symbol/IBM">IBM stock</a> fell over 5% before the opening bell after ending Wednesday’s session up&nbsp;nearly flat at $282.01.Armonk, New York-based IBM reported adjusted earnings per share (EPS) of $2.80 and revenue of $17 billion for the second quarter of the fiscal year 2025. The consensus estimates, according to Stocktwits, were at $2.65 and $16.95 billion, respectively.Infrastructure revenue grew 14% year over year (YoY) to $4.1 billion, while software and consulting revenue rose a more modest 10% and 3%, respectively, coming in at $7.4 billion and $5.3 billion. According to CNBC, the software revenue trailed expectations of most analysts.Krishna said, “We once again exceeded expectations for revenue, profit and free cash flow in the quarter.” The executive stated that the company’s generative artificial intelligence (GenAI) book of business continues to accelerate, reaching over $7.5 billion.During a call with the analysts, Krishna stated that geopolitical tensions, although not a major factor, prompted a few clients to move cautiously, according to a transcript provided by Koyfin.“U.S. federal spending was also somewhat constrained in the first half, but we do not expect it to create long-term headwinds,” he added.The board approved a $1.68-per-share quarterly cash dividend, payable on Sept. 15, to shareholders of record on Aug. 8.IBM also maintained its full-year guidance of at least 5% constant currency revenue growth, with forex expected to be a 1.5-point headwind. It raised the cash flow guidance, now expecting the metric to exceed $13.5 billion for 2025.During the earnings call, CFO James Kavanaugh stated that the company is comfortable with the consensus estimates for revenue and profitability.On Stocktwits, retail sentiment toward IBM stock turned to ‘extremely bullish’ (86/100) by early Thursday, from ‘neutral’ a day ago, with the message volume improving to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:616/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_at_5_09_09_AM_png_a6f1c0c2df.webp" alt="Screenshot 2025-07-24 at 5.09.09 AM.png" width="616" height="59"><figcaption>IBM sentiment and message volume as of 5:10 a.m. ET, July 24 | source: Stocktwits</figcaption></figure>IBM stock is up 30% year-to-date, outperforming the broader market and the tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asdaq-futures-rise-as-alphabet-earnings-offset-tesla-disappointment/ch8yYayR5uu">Nasdaq Futures Rise As Alphabet Earnings Offset Tesla Disappointment, But Wall Street Poised For Mixed Open</a>

2025/03/04: IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

Why Is IBM Stock Sliding Premarket Today?

Infrastructure revenue grew 14% year over year (YoY) to $4.1 billion, while software and consulting revenue rose a more modest 10% and 3%, respectively, coming in at $7.4 billion and $5.3 billion. 

Equity

International Business Machines Corp. (IBM) launched its latest generation of enterprise-grade servers, the Power11 lineup, on Tuesday,&nbsp;which will be available starting July 25.<a href="https://stocktwits.com/symbol/IBM">IBM stock</a> inched 0.3% higher in Tuesday's premarket trading, following the launch.The announcement sheds light on a reimagined infrastructure platform built to meet the ever-growing demands of AI-driven operations, hybrid cloud deployments, and unrelenting uptime requirements.The new lineup is tailored for industries such as banking, healthcare, the&nbsp;public sector, and retail,&nbsp;adding that&nbsp;the platform is built to support essential workloads as these sectors navigate the growing demands of AI adoption and digital transformation.It added that&nbsp;Power11 marks a significant advancement in server design, featuring enhanced processing capabilities, improved virtualization layers, and increased system durability.&nbsp;According to IBM, Power11 offers a 99.9999% system availability and eliminates the need for planned maintenance downtime. It comes equipped with IBM Power Cyber Vault, a cybersecurity solution that can identify ransomware threats in less than sixty seconds.&nbsp;Built on National Institute of Standards and Technology (NIST) guidelines, the system utilizes immutable data snapshots and quantum-resistant encryption to protect against advanced cyber threats.Power11 also supports IBM’s upcoming Spyre Accelerator, an on-chip AI processor arriving in the&nbsp;fourth quarter (Q4) 2025, designed to handle the surge in AI tasks across hybrid environments.“We are taking advantage of the full IBM stack to deliver hybrid cloud, AI, and automation capabilities while building on our decades-long reputation as a trustworthy hybrid infrastructure for essential workloads,” said&nbsp;the General Manager of&nbsp;Power Systems at IBM, Tom McPherson.IBM claims the Power11 platform brings notable energy savings, delivering double the performance per watt compared to x86-based servers.&nbsp;The company also announced the introduction of a new Energy Efficient Mode, which improves server efficiency by up to 28% compared to the high-performance mode.On Stocktwits, retail sentiment toward IBM remained in ‘bearish’ territory with ‘normal’&nbsp;levels of&nbsp;message volume.<figure class="image"><img style="aspect-ratio:967/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_08_075056_png_a3c4bf3a5d.webp" alt="IBM’s Sentiment Meter and Message Volume as of 07.40 a.m. ET on July 8, 2025 | Source: Stocktwits" width="967" height="106"><figcaption>IBM’s Sentiment Meter and Message Volume as of 07.40 a.m. ET on July 8, 2025 | Source: Stocktwits</figcaption></figure>IBM stock has added 33% year-to-date and over 64% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-analyst-sees-plenty-of-further-upside-for-stock/chFvNsUR5gE">AppLovin Analyst Sees ‘Plenty Of Further Upside’ For Stock — But Retail Stays Guarded</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Targets AI-Driven Sectors With Launch of Power11 Servers 

 IBM said the new lineup is built to support essential workloads as traditional sectors navigate the growing demands of AI adoption and digital transformation.

CNBC's Mad Money host Jim Cramer heaped praise on International Business Machines Corp. (IBM) CEO Arvind Krishna for his role in reinvigorating the company's sagging growth.“I salute this man, Arvind Krishna,” said Cramer as Big Blue’s CEO made his appearance on the media outlet’s “Squawk on the Street” segment.&nbsp;The stock picker said people were now making a “lot of money” by investing in the stock, and it doesn’t get mentioned other than the day of earnings.”Krishna, a company insider, became IBM’s CEO in April 2020,&nbsp;succeeding Ginni Rometty. The company’s quarterly revenue growth was&nbsp;mainly in the red for an extended period before Krishna took over.&nbsp;The CNBC report stated that the new CEO aimed to shed IBM’s image as a “legacy technology company past its prime.” =Between April 3, 2020 (the session before Krishna assumed office) and Monday,&nbsp;<a href="https://stocktwits.com/symbol/IBM">IBM stock</a> has&nbsp;outpaced the S&amp;P 500’s 150% gain.<img src="https://news.stocktwits-cdn.com/IBM_vs_SP_500_png_8526ddfe93.webp" alt="IBM vs. SP500.png">The company’s profiling of Krishna shows that over his 30-year stint at IBM, he led a series of bold transformations and delivered proven business results. The executive also relied on inorganic growth, being instrumental in the successful $34 billion acquisition of Red Hat in 2019, which has helped IBM’s foray into the hybrid cloud market.IBM has become a pioneer in the emerging technology area of quantum computing.&nbsp;On Stocktwits, retail sentiment toward IBM stock stayed ‘bearish’ (38/100) by early Tuesday, with the message volume at a ‘normal’ level.<figure class="image"><img style="aspect-ratio:623/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_08_at_5_06_21_AM_png_83c0eaaea7.webp" alt="Screenshot 2025-07-08 at 5.06.21 AM.png" width="623" height="53"><figcaption>IBM sentiment and message volume as of 5:07 a.m. ET, July 8 | source: Stocktwits</figcaption></figure>A bearish&nbsp;watcher dismissed the recent stock returns as being driven by buybacks and the use of artificial intelligence (AI) in exchange-traded fund (ETF) buying.<stembedurl>https://stocktwits.com/fatsak/message/618715545</stembedurl>Another user wasn't one to be carried away by the “quantum hype,” adding that “They have a lack of talent and have a difficult time recruiting top talent.”<stembedurl>https://stocktwits.com/fatsak/message/618022054</stembedurl>IBM shares have added nearly 35% year-to-date, once again outperforming the 6% rise for the S&amp;P 500 Index.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-keeps-tariff-guessing-game-alive-with-not-100-percent-firm-deadline/chFvjgpR5XK">Trump Keeps Tariff Guessing Game Alive With ‘Not 100% Firm’ Deadline — Here Are the New Levies On 14 Key Trading Partners</a>

Arvind Krishna at Keynote "From Sci-Fi to Society: The Next Era of AI and Quantum Computing" at Austin Convention Center on March 11, 2025 in Austin, Texas. 

Jim Cramer All Praise For This ‘Legacy Technology’ CEO For Making A ‘Lot Of Money’ For Investors — But Retail Stays Away From Stock

Arvind Krishna, a company insider, became IBM’s CEO in April 2020, taking over the reins from Ginni Rometty.

Cloud Powers Oracle's Q4 Earnings: ETFs to Gain

Logitech International S.A. (LOGI) division Streamlabs announced substantial enhancements to its AI-powered streaming assistant on Tuesday, ahead of its full-scale launch, which is anticipated later in 2025.&nbsp;The latest version of the Streamlabs Intelligent Streaming Agent was showcased at Computex, highlighting a leap in live content creation and audience engagement capabilities for streamers.The upgraded platform integrates advanced systems developed by NVIDIA Corp. (NVDA) and the narrative-focused AI engine Inworld AI.&nbsp;Designed to respond instantly to live gameplay and viewer engagement, the system allows for a more interactive and immersive streaming experience.The latest capabilities enable content creators to streamline elements of their livestreams using real-time, context-sensitive triggers, executing tasks like switching scenes, playing sound effects, or having the avatar speak tailored messages, eliminating the need for manual intervention.The refined Streaming Agent empowers creators with advanced avatar customization, letting them tailor personality, voice, and expressions using NVIDIA's digital human tools and Inworld AI.&nbsp;It also acts as a real-time assistant, offering technical guidance and creative support drawn from a knowledge base, helping streamers of all skill levels navigate live broadcasts more effectively.&nbsp;“Together with NVIDIA and Inworld AI, we’re advancing interactive technology to help streamers engage with their audiences in new and creative ways,” said Head of Streamlabs, Ashray Urs.&nbsp;“The tools we’re unveiling today represent an entirely new era of digital storytelling, and the new demo at Computex is a crucial step closer to bringing these solutions to market at scale.”The upgrade also improves how streamers connect with their audiences through chat.&nbsp;The assistant can now generate quick recaps for viewers who join late and launch interactive polls that let the audience influence decisions mid-stream.&nbsp;On Stocktwits, sentiment around Logitech improved from ‘bearish’ to ‘neutral’.<figure class="image"><img style="aspect-ratio:632/75;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_20_071509_png_fb3b91ea6e.webp" alt="Screenshot 2025-05-20 071509.png" width="632" height="75"><figcaption>LOGI's Sentiment Meter and Message Volume as of 07.30 a.m. ET on May 20, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/LOGI">Logitech</a> stock has&nbsp;gained 5% in 2025 but shed 3.7% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-india-ambitions-gain-momentun-with-foxconn-s-1.5-b-investment/ch0doKSRb8x">Apple’s India Ambitions Gain Momentum As Foxconn Invests $1.5B In Local iPhone Assembly Arm</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Logitech company logo is seen displayed on a smartphone screen.

Logitech’s Streaming Agent Gets Smarter, More Personal: Retail Sentiment Improves 

The upgraded AI assistant provides real-time automation, avatar customization, and interactive tools to boost livestream production and audience engagement.

Oracle Health, Cleveland Clinic, and Abu Dhabi-based AI company G42 have unveiled a strategic alliance to develop a next-generation, AI-powered healthcare platform.&nbsp;The partnership aims to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.oracle.com/news/announcement/oracle-cleveland-clinic-g42-announce-strategic-partnership-to-launch-ai-based-global-healthcare-delivery-platform-2025-05-16/">push</a> healthcare delivery by combining technologies, practical data insights, and medical expertise within a secure, flexible digital framework.Initially focused on the U.S. and the U.A.E., the project seeks to improve patient results and lower expenses through smart diagnostic and therapeutic approaches.The planned platform is designed to utilize real-time intelligence by processing extensive clinical and public health datasets.&nbsp;“Oracle’s AI Data Platform and suite of clinical applications can help us understand disease and population health in ways that fuel scientific breakthroughs, reduce the cost of care delivery, and improve patient care,” said Oracle Executive Chairman and CTO Larry Ellison.Medical professionals will receive timely guidance during patient interactions, and public health authorities will have improved tools to identify risk indicators and monitor disease trends.&nbsp;The goal is to shift from reactive healthcare to a model&nbsp;emphasizing prevention and personalized treatment.Clinicians will more easily identify and enroll patients into relevant clinical trials, while researchers will have access to real-world evidence to speed up drug development and monitor treatment safety.&nbsp;The system uses artificial intelligence to personalize care, support early interventions, and deliver affordable treatment options at scale.&nbsp;“This partnership between Cleveland Clinic, Oracle Health, and G42 signals the strength of the U.A.E.–U.S. technology corridor, and our shared resolve to build a new health intelligence fabric,” said Group CEO at G42, Peng Xiao.In January, President Donald Trump’s Administration introduced a U.S.-based AI infrastructure initiative called “Stargate,” involving Oracle, OpenAI, SoftBank Group, and Abu Dhabi’s MGX.&nbsp;The project plans to invest $100 billion at the outset, with potential funding reaching $500 billion within four years to fuel AI growth.On Stocktwits, retail sentiment around Oracle stayed in ‘bullish’ territory.<figure class="image"><img style="aspect-ratio:639/79;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_16_122701_png_956959bc3c.webp" alt="ORCL's Sentiment Meter and Message Volume as of 01:00 p.m. ET on May 16, 2025 | Source: Stocktwits" width="639" height="79"><figcaption>ORCL's Sentiment Meter and Message Volume as of 01:00 p.m. ET on May 16, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/ORCL">Oracle</a> stock has shed 4% in 2025 and gained 30% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-eyes-shanghai-rd-center-amid-us-export-pressure/chiw5wYRbnp">Nvidia Eyes Shanghai R&amp;D Center Amid US Export Pressure, Says Report: Retail Remains Buoyant</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Logo of the software and hardware manufacturer Oracle at the German headquarters.

Oracle, G42, And Cleveland Clinic Launch AI Health Platform: Retail Stays Bullish 

The collaboration seeks to advance healthcare services by integrating technology, real-world data, and clinical knowledge into a secure and adaptable digital platform.

International Business Machines Corp. (IBM) fell nearly 7% in Wednesday's extended session after the company flagged potential revenue loss from the Department of Government Efficiency (DOGE) initiatives.For the first quarter of fiscal year 2025, the IT services and consulting behemoth reported adjusted earnings per share (EPS) and revenue that exceeded estimates.The company maintained its full-year guidance and issued an above-consensus revenue outlook for the second quarter.Here's how the key metrics compare to Finchat-compiled consensus expectations:<ul style="list-style-type:circle;"><li>Adjusted EPS: $1.60 vs. $1.42</li><li>Revenue: $14.5 billion vs. $14.39 billion.&nbsp;</li></ul>&nbsp;Revenue was up 1%&nbsp; from the year-ago period, while the EPS fell year over year (YoY) from $1.68. For the seasonally strong fourth quarter, the company reported adjusted EPS and revenue of $3.92 and $17.6 billion, respectively.Among business segments, software revenue rose 7% YoY to $6.3 billion, or roughly 46% of the total, while consulting and infrastructure revenue slipped 2% and 6%, respectively.The non-GAAP profit margin expanded by 1.9 points to 56.6%.CFO James Kavanaugh said the company's software business led the revenue growth, while gross margin expanded due to productivity initiatives.The company also noted that free cash flow for the quarter topped expectations.CEO Arvind Krishna flagged strong demand related to artificial intelligence (AI). He said, "There continues to be strong demand for generative AI [GenAI], and our book of business stands at more than $6 billion inception-to-date, up more than $1 billion in the quarter.On the earnings call, Krishna said the consultancy business is susceptible to discretionary pullback and DOGE-related initiatives, although he did not quantify the impact, according to the Koyfin transcript.While answering analysts' Q&amp;A, CFO Kavanaugh said, "We've had a handful of contracts, either statement of work that have — or canceled.""And on our annualized backlog of over $30 billion in total Consulting, this is like less than $100 million of backlog over a duration of multiple years."IBM also maintained its full-year guidance of at least 5% constant currency revenue growth, with forex expected to be a 1-1.5-point headwind. It also continues to expect free cash flow of $13.5 billion for 2025.For the second quarter, the company expects revenue of $16.40 billion to $16.75 billion, compared to the $16.30 billion consensus estimate.On Stocktwits, sentiment toward<a href="https://stocktwits.com/symbol/IBM"> IBM stock</a> improved to 'bullish' (68/100) as of late Wednesday from 'neutral' a day ago and the message volume increased to 'high' levels.<figure class="image"><img style="aspect-ratio:638/136;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_23_at_10_07_18_PM_png_8f867acf2a.webp" alt="Screenshot 2025-04-23 at 10.07.18 PM.png" width="638" height="136"><figcaption>IBM sentiment and message volume as of 10:08 p.m. ET | source: Stocktwits</figcaption></figure>A bullish watcher was hopeful that IBM stock would bounce back to $240 on Thursday.<stembedurl>https://stocktwits.com/zacvet2009/message/612508028</stembedurl>Another user referred to the quarterly print as a "good report" and cited the company's $13.5 billion free cash flow and $7.5 billion cash in hand.<stembedurl>https://stocktwits.com/Jack90/message/612500245</stembedurl>After ending Wednesday's regular session up 1.90% to $245.48, the IBM stock shed 6.86% to $228.64 in the after hours.&nbsp;The stock has gained over 12% this year.The Koyfin-compiled consensus analysts' price target of $245.49 implies over 7% upside from Wednesday's close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/gold-slips-as-trump-backs-off-from-attacks-on-powell/chQZEECRbgm"> Gold Slips, Equities Surge As Trump Backs Off From Attacks On Powell</a>

IBM Stock Tumbles After-Hours On Flagging DOGE Hit, But Retail's Impressed With Q1 Beat

CFO James Kavanaugh said the company's software business led the revenue growth, while gross margin expanded due to productivity initiatives.

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