I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL ...

One loosely defined number underscores the long-term business heft of Big Blue's AI business.A single number underscores how quickly IBM (IBM -0.04%) is tapping into the artificial intelligence (AI) opportunity right now.Have you heard of Big Blue's so-called book of business for generative AI contracts? Here's a primer.What is Watsonx?The Watsonx generative AI platform was unveiled in May 2023, about six months after OpenAI's big ChatGPT launch and three months after Alphabet presented its Gemini tool (née ...

Wall Street analysts forecast that IBM (IBM) will report quarterly earnings of $1.42 per share in its upcoming release, pointing to a year-over-year decline of 15.5%. It is anticipated that revenues will amount to $14.43 billion, exhibiting a decline of 0.2% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections dur ...

Nearly half of all cyberattacks resulted in stolen data or credentials Identity abuse was the preferred entry point Asia Pacific represented more than one-third of attacks in 2024 ARMONK, N.Y., April 17, 2025 /PRNewswire/ -- IBM (NYSE: IBM) today released the 2025 X-Force Threat Intelligence Index highlighting that cybercriminals continued to pivot to stealthier tactics, with lower-profile credential theft spiking, while ransomware attacks on enterprises declined. IBM X-Force observed an 84% increase in em ...

IBM (IBM) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 23. On the other ...

International Business Machines Corporation (IBM) and Microsoft Corporation (MSFT) are two of the leading players in the global cloud computing industry. IBM offers cloud and data solutions that aid enterprises in digital transformation. In addition to hybrid cloud services, the company provides advanced information technology solutions, computer systems, quantum computing and supercomputing solutions, enterprise software, storage systems and microelectronics.On the other hand, Microsoft’s Azure cloud platf ...

文章核心观点 - 2024 - 2030年图数据库市场预计将从5.076亿美元增长到21.43亿美元，复合年增长率为27.1%，图数据库可助力企业知识管理、决策制定等，对大型组织尤为有用 [1] 市场规模与增长 - 2024年图数据库市场规模为5.076亿美元，预计到2030年将增长至21.43亿美元，复合年增长率为27.1% [1] 市场驱动因素 - 对AI/生成式AI解决方案的需求上升 [3] - 数据量和复杂性快速增长 [3] - 对语义搜索的需求增加 [3] 市场限制因素 - 数据质量和集成挑战 [3] - 饱和的数据管理工具格局导航困难 [3] - 可扩展性问题 [3] 市场机会 - 利用大语言模型降低知识图谱构建成本 [3] - 数据统一和知识图谱的快速普及 [3] - 在医疗保健和生命科学领域的应用增加，革新数据管理并改善患者治疗效果 [3] 模型类型 - 预测期内属性图细分市场将占据最大市场规模，属性图模型以节点、边和属性表示数据，适用于复杂查询和分析，常用于欺诈检测等领域 [3][4] 服务类型 - 预测期内服务细分市场将实现最高增长，图数据库服务分为托管服务和专业服务，有助于企业有效利用图数据库 [5] 地区市场 - 预测期内亚太地区预计将保持最高市场增长率，中国企业在多行业采用图数据库技术，澳大利亚构建国家规模图数据库，云平台扩张便于企业部署 [6] 市场参与者 - 图数据库市场主要供应商包括IBM、Oracle等众多公司，这些企业采用合作、新产品发布等策略扩大市场份额 [7]

文章核心观点 - 贸易战背景下资深分析师认为是长期投资者买入时机 推荐Meta、IBM和Palo Alto Networks三只科技股 [1] 各公司情况 Meta - 股价较最高点下跌33% 但分析师认为是机会 其市盈率20倍 总营收增长20% 营业利润率达40% [2] - 拥有33亿用户 今年计划投入850亿美元用于AI 上季度自动广告收入增长77%至200亿美元 是核心AI受益者且关税风险有限 [2] IBM - 在CEO领导下重塑自身 受互惠关税影响仅1% 软件和服务收入占比达75% [3] - 积极进行收购 共进行39笔涉及AI、数据中心、区块链和云领域的收购 显示出积极转型态势 [3] Palo Alto Networks - 分析师认为其所在的网络安全领域趋势比AI更大 下一代安全产品年增长率达30% 防火墙业务保持两位数增长 [4] - 行业整合推动平台解决方案需求 自由现金流利润率达37% 是网络安全领域必买股票 [4] 投资主题 - 分析师倾向选择面对关税和科技动荡仍具韧性的商业模式 看好可扩展、软件业务占比高的大型公司 [5]

文章核心观点 IBM将举行2025年第一季度财报电话会议并提供相关网络直播及资料 [1] 分组1 - IBM将于2025年4月23日下午5点（美国东部时间）举行季度电话会议，讨论2025年第一季度财务结果 [1] - 财报电话会议的直播可在www.ibm.com/investor访问 [1] - 可在投资者网站查看财报新闻稿，活动结束后将提供回放、相关图表和准备好的发言 [1] 分组2 - 联系人是Timothy Davidson，邮箱为[email protected]，联系电话是914 - 844 - 7847 [1]

文章核心观点 HR Tech 2025公布今年 keynote 演讲者详情，Nickle LaMoreaux 和 Josh Bersin 将分别发表演讲，展示 HR 如何利用 AI 技术提升以人为本的战略，会议还将有多项活动 [1][3][4] 演讲嘉宾信息 - Nickle LaMoreaux 是 IBM 高级副总裁兼首席人力资源官，获 2024 年 HR 高管年度奖，将在 9 月 16 日发表开幕演讲，分享 IBM HR 数字转型历程及 AI 应用经验 [1] - Josh Bersin 是全球行业分析师，将在 9 月 18 日发表闭幕演讲，从研究角度探讨 AI 对 HR 技术生态系统的影响 [1][3] 演讲内容 - Nickle LaMoreaux 将阐述 AI 智能体的价值，探讨在 HR 领域结合 AI 工具进行道德交付的重要性，展示 IBM 如何利用智能 AI 让员工从事高价值工作 [2] - Josh Bersin 将展示 AI 如何扰乱 HR 的战略重点，重新定义供应商的优先级，影响 HR 技术的采用，以及 AI 在技能、工作和人才智能技术方面的进步如何推动动态学习、自适应 HCM 平台和超个性化员工体验 [3] 会议活动 - HR Tech 2025 将有新活动和经典活动，包括 Women in HR Tech Summit、Startup Pavilion、Pitchfest 比赛、9 月 15 日的 HR 高管战略峰会和首届 HR Icons 颁奖晚会 [4] 行业背景 - HR Tech 是展示突破性 HR 技术的行业顶级活动系列，自 1997 年起美国旗舰会议是其基石，活动已扩展到欧洲和亚洲 [5] - HR Tech 是 HR Executive 活动部门的一部分，该媒体公司成立于 1987 年，为全球超 22 万订阅者提供战略 HR 趋势的新闻、内容和分析 [6]