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Brera Holdings Plc engages in the business of football division progression, global football player transfer service, sponsorship services, football school services, and consulting services on football projects. The company was founded on June 30, 2022 and is headquartered in Dublin, Ireland.

Brera Holdings PLC - Ordinary Shares - Class B

Brera Holdings PLC

Brera Holdings is trending due to its announced rebrand to Solmate, a Solana-backed digital asset treasury, fueled by a recent $300 million private placement. The community is actively discussing the potential for a short squeeze given the low float, while also drawing comparisons to other crypto treasury stocks like $QMMM, anticipating a similar surge. Some traders express caution, citing potential dilution from warrants associated with the private placement.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

LEN is trending due to a mixed earnings report, with community members debating whether increased orders offset squeezed margins. Discussions also focus on lowered guidance and the potential impact of interest rate cuts on the housing market. The stock's price movement and future commentary from the company are key points of interest for investors.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co.

Disney is trending due to a boycott spurred by the reported suspension of Jimmy Kimmel from ABC, generating heated debate about free speech and political bias. The community is divided, with some supporting the boycott and others arguing it's an overreaction or politically motivated. Broader concerns around Disney's content and business decisions are also being discussed alongside the immediate controversy.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending due to post-earnings volatility, with the community debating whether the initial positive reaction will hold. Discussions revolve around the company's guidance, potential impacts from tariffs, and cost-cutting measures. Community members are also weighing bullish and bearish scenarios for the stock's short-term trajectory.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending amid discussions around Panasonic's anode-free solid-state battery announcement, with investors speculating about a potential partnership with QS and Tesla. The community is analyzing patent landscapes and commercialization timelines, debating whether this signals validation or competition for QS's technology. Bullish sentiment suggests a possible breakthrough for solid-state batteries, while bears caution about execution risks and insider selling.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is trending as investors weigh the potential impact of FedEx's earnings and broader concerns about shipping volumes and costs. Community discussions revolve around the stock's high dividend yield and whether it can be sustained, along with speculation about a potential bottom and future price targets. Some traders are also discussing the impact of US-China trade tensions on shipping demand for UPS.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk ($TTD) is trending as investors grapple with its recent downturn, despite strong fundamentals, as the stock approaches multi-year lows. Community members are actively discussing whether the dip represents a buying opportunity or a value trap, with some citing concerns over competition and potential market manipulation. Others point to upcoming catalysts, such as the shareholder meeting and potential benefits from future rate cuts, sparking debates about the company's long-term prospects.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending due to a recently announced $1.4 billion partnership to build AI data centers, leading to a price target increase from Alliance Global Partners. The community is discussing the potential for a short squeeze and the company's undervaluation compared to its peers in the AI sector. Investors are also anticipating upcoming events, including the O.N.E. Amazon launch, for further catalysts.

CEA Industries, Inc. engages in in the development, design, and distribution of cultivation technologies for controlled environment agriculture, primarily for cannabis crops. It offers controlled climate systems, controls, and biosecurity cultivation products, and MEP engineering, odor control, and installation support services. The company was founded by Brandy Marie Keen and Stephen Keen on October 15, 2009 and is headquartered in Louisville, CO.

CEA Industries Inc

CEA Industries Inc ($BNC) is trending due to discussions around a potential short squeeze, driven by high short interest and a low float, with some noting difficulty buying shares through certain brokers. The community is also analyzing the company's recent shift towards building a significant BNB treasury, drawing comparisons to other crypto-related stocks. Some traders are expressing frustration with the stock's performance despite positive developments in the underlying BNB asset.

Darden Restaurants, Inc. is a full-service restaurant company, which engages in the provision of restaurant services. It operates through the following segments: Olive Garden, LongHorn Steakhouse, Fine Dining, and Other Business. The Olive Garden segment is the largest full-service dining Italian restaurant operator. The LongHorn Steakhouse segment includes the results of the company-owned LongHorn Steakhouse restaurants. The Fine Dining segment consists of the premium brands that operate within the fine-dining sub-segment of full-service dining and includes the results of its company-owned The Capital Grille and Eddie V's restaurants. The Other Business segment aggregates the remaining brands and includes the results of its company-owned Cheddar's Scratch Kitchen, Yard House, Seasons 52 and Bahama Breeze restaurants, and from franchises and consumer-packaged goods sales. The company was founded by William B. Darden in 1938 and is headquartered in Orlando, FL.

Darden Restaurants, Inc.

Darden Restaurants ($DRI) is trending amid mixed reactions to recent earnings and revenue figures, with some analysts anticipating price target increases. Community discussions highlight momentum traders observing strong tape action and potential range expansion, while others focus on short positions around a key price level. The broader context includes potential catalysts from clean tech initiatives and utility pilot markets.

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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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