Scenarios that move IBM
International Business Machines Corporation Common Stock
Scenarios that move IBM: 51 analyses, 19 positive, 32 negative.
- · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▼ · impact -44 · confidence medium · horizon weeks
- · Nvidia loses $200 billion in value after OpenAI revenue miss — ▲ · impact +30 · confidence medium · horizon weeks
- · Hewlett Packard Enterprise stock plunges 20% this week — ▲ · impact +23 · confidence medium · horizon quarters
- · Oracle's Cloud backlog reaches $664 billion — ▼ · impact -34 · confidence high · horizon quarters
- · CoreWeave debt insurance costs hit record amid AI funding concerns — ▲ · impact +35 · confidence low · horizon quarters
- · BBAI secures over $225 million in federal contracts — ▼ · impact -22 · confidence medium · horizon weeks
- · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▼ · impact -45 · confidence high · horizon quarters
- · BofA fined $1.2 billion by US government for AML failures — ▲ · impact +29 · confidence medium · horizon quarters
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -35 · confidence low · horizon weeks
- · HCLTech shares surge on strong margins and AI gains — ▲ · impact +49 · confidence high · horizon quarters
- · IonQ stock falls 10% in trading today — ▲ · impact +30 · confidence low · horizon weeks
- · Alphabet reports 82% Cloud revenue growth to $24.8 billion — ▼ · impact -35 · confidence medium · horizon weeks
- · Alphabet's Cloud backlog tops $500 billion — ▼ · impact -28 · confidence high · horizon quarters
- · ◇ What if… Aleksandar Vučić’s United Serbia wins most seats in 2026 election — ▲ · impact +40 · confidence low · horizon quarters
- · Xanadu Quantum Technologies stock jumps 17% today — ▼ · impact -20 · confidence low · horizon quarters
- · Foxconn third-quarter revenue beats forecasts on AI demand — ▼ · impact -30 · confidence medium · horizon quarters
- · Schneider Electric agrees to acquire PTC for $22.6 billion — ▲ · impact +14 · confidence low · horizon quarters
- · Nebius has $40 billion in customer commitments, mostly from two — ▼ · impact -30 · confidence low · horizon quarters
- · ◇ What if… Google leads AI models at the end of October 2026 — ▼ · impact -49 · confidence low · horizon weeks
- · ◇ What if… Anthropic leads AI models at the end of October 2026 — ▼ · impact -42 · confidence medium · horizon weeks
- · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▼ · impact -38 · confidence high · horizon quarters
- · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▼ · impact -35 · confidence low · horizon quarters
- · Oracle AI cloud contracts surge, improving revenue visibility — ▼ · impact -32 · confidence high · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▼ · impact -30 · confidence low · horizon weeks
- · Endava places CFO on leave as shares fall 25% — ▲ · impact +20 · confidence medium · horizon quarters
- · IonQ shares rally after major quantum computing breakthrough — ▲ · impact +46 · confidence medium · horizon weeks
- · ◇ What if… Anthropic reaches a $3 trillion valuation by December 31 — ▼ · impact -43 · confidence medium · horizon weeks
- · Nebius Group stock skyrockets on Nvidia backing — ▼ · impact -25 · confidence low · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▼ · impact -45 · confidence low · horizon quarters
- · Algorhythm announces CEO transition tied to transformational acquisition — ▼ · impact -55 · confidence low · horizon quarters
- · SoftBank shares tumble after AI safety warnings — ▲ · impact +35 · confidence medium · horizon quarters
- · Tech stocks slide as dire AI warnings send Micron down 5% — ▲ · impact +30 · confidence low · horizon quarters
- · Dell books AI server orders exceeding its total revenue — ▼ · impact -36 · confidence medium · horizon quarters
- · ◇ What if… OpenAI does not go public by December 31, 2026 — ▲ · impact +20 · confidence low · horizon quarters
- · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▼ · impact -31 · confidence high · horizon quarters
- · ◇ What if… David Lisnard wins France’s 2027 presidential election — ▼ · impact -7 · confidence low · horizon quarters
- · Adobe beats Q3 earnings and revenue estimates — ▼ · impact -30 · confidence low · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▼ · impact -27 · confidence medium · horizon quarters
- · CoreWeave shares soar 12% in today's trading session — ▼ · impact -35 · confidence low · horizon quarters
- · Rigetti signs $100 million US government quantum computing agreement — ▲ · impact +29 · confidence medium · horizon quarters
- · ◇ What if… Anthropic shares fall 70% one month after IPO — ▲ · impact +47 · confidence medium · horizon quarters
- · ◇ What if… OpenAI leads AI models at end of September 2026 — ▼ · impact -43 · confidence medium · horizon quarters
- · ◇ What if… Anthropic leads AI models at end of September 2026 — ▼ · impact -30 · confidence low · horizon quarters
- · ◇ What if… Anthropic goes public by October 31, 2026 — ▼ · impact -34 · confidence medium · horizon quarters
- · Hon Hai sales climb 52% as AI server demand grows — ▼ · impact -24 · confidence medium · horizon quarters
- · UiPath shares plunge in today's trading session — ▲ · impact +35 · confidence medium · horizon quarters
- · ◇ What if… Anthropic has the highest IPO market cap in 2026 — ▼ · impact -45 · confidence low · horizon quarters
- · ◇ What if… Major Airline Grounds Entire Fleet After Software Failure — ▲ · confidence low
- · ◇ What if… Google Freezes Capex Spending — ▲ · confidence medium
- · Meta Announces Capex Freeze — ▲ · confidence low
- · Nvidia Beats Earnings Expectations And Raises Guidance For AI Datacenter Demand — ▼ · confidence low