Browsing Tag
Dan Ives
3 posts
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Tesla at the crossroads: Can TSLA deliver on robotaxis before Q1 earnings land?
Tesla (TSLA) reports Q1 2026 earnings on April 22. Here's what the delivery miss, Cybercab launch, and Optimus delays mean for retail investors watching NASDAQ: TSLA.