JPMorgan Bullish on IBM: Upgrades to Overweight Citing H2 2026 Software Surge
JPMorgan upgrades IBM to Overweight from Neutral, citing strong second-half 2026 software acceleration, Red Hat OpenShift momentum, and HashiCorp-driven tailwinds.
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Quantinuum Set for $1.46 Billion Quantum IPO – Second-Largest in Sector
Quantinuum is launching the largest quantum computing IPO of 2026, targeting $1.46 billion at a $14.3 billion valuation. Trading starts this week on Nasdaq under ticker QNT.
Barclays Gives IBM a Bullish Overweight Rating – Software Strength & Quantum Upside in Focus
Barclays rates IBM Overweight with $350 target (~18% upside), citing steady software growth, strong margins, and quantum upside.
IBM Pours $10 Billion to Chase the Holy Grail of Quantum Computing
IBM is investing $10B in quantum computing to build powerful new computers by 2029 that could solve complex real-world problems.
IBM and GlobalFoundries Secure Over $1.3 Billion in CHIPS Funding to Build America’s Quantum Chip Manufacturing Base
IBM will build America’s first dedicated quantum foundry with $2B backing, while GlobalFoundries launches Quantum Technology Solutions supported by a $375M CHIPS award.
Trump Administration Awards $2 Billion to Quantum Computing Firms, Takes Equity Stakes
The Trump administration is awarding $2 billion in grants to nine quantum computing companies, including IBM, and will take equity stakes in the firms to strengthen US tech leadership.