IBM Option Alert: Jan, 2027 $105 Calls at the Ask: 36 vs 30 OI

IBM Option Alert: Jan, 2027 $105 Calls at the Ask: 36 @ $167.1 vs 30 OI; Ref=$268.51

IBM (NYSE:IBM) Stock

INTL BUSINESS MACHINES CORP

IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which include 95% of all Fortune 500 companies. Primary products include its mainframes, Red Hat software, transaction processing software, and IT consulting.

International Business Machines Corporation Common Stock

International Business Machines Corp

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President Donald Trump has touted multi-trillion-dollar investment commitments as proof that his economic strategy is delivering a historic revival of <a href="https://www.benzinga.com/topic/donald-trump">American manufacturing and infrastructure. </a>
Yet, behind the massive figures, new analysis from Goldman Sachs suggests the actual economic impact could be far more modest.
Foreign governments and corporations have pledged over $6 trillion in U.S. investments, including $2 trillion from companies and $4.2 trillion from foreign governments, according to Goldman Sachs economist Joseph Briggs.
Just a week ago, President Trump secured $2 trillion in investment commitments from Gulf nations, including Saudi Arabia, Qatar and the United Arab Emirates. Meanwhile, Japan pledged $1 trillion.
Among the companies making the largest pledges, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) announced $787 billion, followed by International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with $409 billion, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) with $302 billion, and Eli Lilly &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) with $35 billion.
"We expect the impact on U.S. investment to be smaller than suggested by these promises for three reasons," Briggs said in a report, highlighting project uncertainty, limited alignment with national accounts definitions, and overlap with prior plans.
<h3 class="wp-block-heading">The Real Investment Boost May Be Just $30B–$135B</h3>
After analyzing the announcements and stripping out less tangible commitments—like purchases of goods, partnerships, and reannounced projects—Goldman estimates that only $135 billion in new annual investment is directly tied to GDP-relevant projects like physical capital expenditures and R&amp;D. 
Applying historical realization rates and analyst feedback, the bank sees the likely net impact closer to $30 billion per year, or just 0.1% of U.S. GDP.
That figure starkly contrasts with headline projections that initially suggested a 4% GDP boost over time.
<h3 class="wp-block-heading">Why The Gap?</h3>
Many large-cap companies, including Apple Inc. and Nvidia Corp., have promised massive investments—$500 billion each over multiple years—but their past spending doesn't align. 
Apple spent just $10 billion on U.S. capex and $31.4 billion on global R&amp;D in 2024. Nvidia's corresponding figures were even lower, suggesting that headline figures may include spending on acquisitions, partnerships or input costs that don't translate into actual U.S. capital formation.
Further, Goldman's equity analysts found that 69% of the corporate investments likely overlap with previously planned spending, with just 6% seen as mostly new.
Goldman Sachs noted that &#8220;these announcements have not driven major upgrades to equity analyst capex forecasts.&#8221;
<h3 class="wp-block-heading">Foreign Deals May Help, If They Materialize</h3>
&#8220;In contrast to company-level announcements, investment promises from the United Arab Emirates, Saudi Arabia, Qatar, and Japan could provide a material incremental increase if they materialize,&#8221; Briggs said.
Countries like Saudi Arabia, Qatar, Japan and the UAE have announced ambitious commitments—from AI data centers to energy infrastructure and defense purchases.
Both Saudi Arabia and Qatar emphasized large-scale purchases of U.S. goods—$142 billion in defense contracts from Saudi Arabia and $96 billion in aircraft orders from Qatar—which would support U.S. GDP through exports, but not count as domestic investment. 
Yet, the lack of specificity on most other announced projects suggests that much of the foreign capital may contribute indirectly by lowering financing costs rather than driving immediate, measurable increases in U.S. capital formation.
Read Next:
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45528339/us-assets-still-vital-in-global-portfolios-despite-debt-downgrade-blackrock">US Assets Still Vital In Global Portfolios Despite Debt Downgrade: BlackRock </a></li>
</ul>
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AAPL

NVDA

Trump's $6 Trillion Investment Deals Face Reality Check: Only A Fraction May Reach The Real Economy

Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) announced an <a href="https://www.benzinga.com/pressreleases/25/05/b45515224/red-hat-and-amd-strengthen-strategic-collaboration-expand-customer-choice-for-ai-and-virtualizatio" target="_blank" rel="noreferrer noopener">expanded partnership</a> with Red Hat Inc. Tuesday to boost artificial intelligence capabilities and modernize virtualization across hybrid cloud environments.
The collaboration integrates AMD&#8217;s high-performance computing hardware with Red Hat&#8217;s open-source platforms to support enterprise demand for scalable and cost-efficient AI solutions.
As part of the effort, AMD Instinct GPUs are now fully supported on Red Hat OpenShift AI, allowing developers to run both small and large language models on a single virtual machine. Recent tests using Microsoft Azure&#8217;s ND MI300X v5 instances showed improved efficiency and reduced infrastructure requirements.
Red Hat OpenShift Virtualization has also been validated for AMD EPYC CPUs to help organizations consolidate legacy virtual machines and container-based applications across on-premise, cloud, and hybrid environments. Supported systems include Dell PowerEdge, HPE ProLiant, and Lenovo ThinkSystem servers.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45476624/us-china-trade-truce-trumps-middle-east-deals-spark-wall-street-rally-this-week-in-markets" target="_blank" rel="noreferrer noopener">US-China Trade Truce, Trump&#8217;s Middle East Deals Spark Wall Street Rally: This Week In Markets</a>
Both companies emphasized that modernizing the current infrastructure can unlock the capacity needed for AI innovation at scale.
Recently, Advanced Micro Devices announced a $3 billion deal to <a target="_blank" href="https://www.benzinga.com/news/guidance/25/05/45495637/amd-sells-off-a-5-billion-powerhouse-whats-the-catch-in-this-3-billion-deal" rel="noreferrer noopener">sell</a> its U.S.-based data center infrastructure manufacturing business to Sanmina Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SANM#NASDAQ">SANM</a>). The transaction includes $2.25 billion in cash and a $300 million premium, split equally between cash and equity. The deal also establishes a long-term strategic partnership, with AMD receiving Sanmina shares subject to a three-year lock-up.
AMD reached a 52-week high of $187.28 on July 9, 2024, and a 52-week low of $76.48 on April 8, 2025. The stock experienced a significant 39% decline from its peak in February to its trough in early April. Since then, it has rebounded over 30% from its April lows and is currently up approximately 5% year-to-date.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45443777/best-amd-stock-rally-in-2-years-gets-a-buyback-boost" rel="noreferrer noopener">Best AMD Stock Rally In 2 Years Gets A Buyback Boost</a>
Related ETFs: Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>), iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: AMD shares are trading lower by 1.29% at $113.26 on Tuesday&#8217;s last check.
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<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45503727/nvidias-key-differentiators-include-its-ability-to-expand-its-addressable-market-analyst" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst</a>
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MSFT

SANM

AMD Expands Red Hat Partnership To Power Scalable AI And Hybrid Cloud

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$140.00</td>
<td>$119.4K</td>
<td>62.8K</td>
<td>58.8K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$400.00</td>
<td>$47.4K</td>
<td>6.4K</td>
<td>20.7K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$125.00</td>
<td>$32.0K</td>
<td>17.9K</td>
<td>5.3K</td>
</tr>
<tr>
<td>ARM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$105.00</td>
<td>$36.2K</td>
<td>381</td>
<td>1.6K</td>
</tr>
<tr>
<td>CFLT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$25.00</td>
<td>$51.9K</td>
<td>2.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$90.00</td>
<td>$54.9K</td>
<td>520</td>
<td>865</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$150.00</td>
<td>$1.3 million</td>
<td>2.7K</td>
<td>646</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$177.50</td>
<td>$37.7K</td>
<td>37</td>
<td>518</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$265.00</td>
<td>$39.6K</td>
<td>178</td>
<td>276</td>
</tr>
<tr>
<td>ADBE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$392.50</td>
<td>$31.9K</td>
<td>417</td>
<td>203</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on May 23, 2025. Parties traded 859 contract(s) at a $140.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $119.4K, with a price of $139.0 per contract. There were 62860 open contracts at this strike prior to today, and today 58878 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 79 contract(s) at a $400.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $47.4K, with a price of $600.0 per contract. There were 6406 open contracts at this strike prior to today, and today 20732 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be bullish, is expiring today. Parties traded 100 contract(s) at a $125.00 strike. The total cost received by the writing party (or parties) was $32.0K, with a price of $320.0 per contract. There were 17948 open contracts at this strike prior to today, and today 5331 contract(s) were bought and sold. 
• Regarding ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we observe a call option sweep with neutral sentiment. It expires in 126 day(s) on September 19, 2025. Parties traded 10 contract(s) at a $105.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $36.2K, with a price of $3618.0 per contract. There were 381 open contracts at this strike prior to today, and today 1696 contract(s) were bought and sold. 
• For CFLT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>), we notice a call option trade that happens to be bullish, expiring in 35 day(s) on June 20, 2025. This event was a transfer of 799 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $51.9K, with a price of $65.0 per contract. There were 2113 open contracts at this strike prior to today, and today 1050 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option trade with bearish sentiment. It expires in 35 day(s) on June 20, 2025. Parties traded 67 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $54.9K, with a price of $820.0 per contract. There were 520 open contracts at this strike prior to today, and today 865 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a call option sweep with bullish sentiment. It expires in 245 day(s) on January 16, 2026. Parties traded 260 contract(s) at a $150.00 strike. This particular call needed to be split into 54 different trades to become filled. The total cost received by the writing party (or parties) was $1.3 million, with a price of $5290.0 per contract. There were 2748 open contracts at this strike prior to today, and today 646 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on May 23, 2025. Parties traded 62 contract(s) at a $177.50 strike. This particular put needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $37.7K, with a price of $605.0 per contract. There were 37 open contracts at this strike prior to today, and today 518 contract(s) were bought and sold. 
• For IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), we notice a call option trade that happens to be bearish, expiring in 14 day(s) on May 30, 2025. This event was a transfer of 72 contract(s) at a $265.00 strike. The total cost received by the writing party (or parties) was $39.6K, with a price of $550.0 per contract. There were 178 open contracts at this strike prior to today, and today 276 contract(s) were bought and sold. 
• For ADBE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>), we notice a call option sweep that happens to be neutral, is expiring today. Parties traded 14 contract(s) at a $392.50 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $31.9K, with a price of $2291.0 per contract. There were 417 open contracts at this strike prior to today, and today 203 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ADBE

CFLT

CRWV

FSLR

MSTR

PLTR

10 Information Technology Stocks With Whale Alerts In Today's Session

7 analysts have shared their evaluations of IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for IBM, presenting an average target of $261.29, a high estimate of $300.00, and a low estimate of $170.00. Observing a 0.55% increase, the current average has risen from the previous average price target of $259.86. 
<img src="https://www.benzinga.com/files/images/story/2025/1747346488_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of IBM by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Matthew Swanson</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$285.00</td>
<td>$276.00</td>
</tr>
<tr>
<td>Daniel Ives</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$300.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>David Vogt</td>
<td>UBS</td>
<td>Raises</td>
<td>Sell</td>
<td>$170.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Erik Woodring</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$233.00</td>
<td>$237.00</td>
</tr>
<tr>
<td>Daniel Ives</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$300.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Matthew Swanson</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$276.00</td>
<td>$276.00</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$265.00</td>
<td>$270.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to IBM. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of IBM compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for IBM's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of IBM's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/IBM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on IBM analyst ratings.</a>
<h2>All You Need to Know About IBM</h2>
IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which include 95% of all Fortune 500 companies. Primary products include its mainframes, Red Hat software, transaction processing software, and IT consulting.
<h3>A Deep Dive into IBM's Financials</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Positive Revenue Trend: Examining IBM's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 0.55% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: IBM's net margin excels beyond industry benchmarks, reaching 7.26%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): IBM's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.89% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.75%, the company showcases effective utilization of assets.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 2.49, caution is advised due to increased financial risk.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 7 Analyst Ratings Have To Say About IBM

RBC Capital analyst Matthew Swanson maintains IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with a Outperform and raises the price target from $276 to $285.

Price Target

RBC Capital Maintains Outperform on IBM, Raises Price Target to $285

Tuesday was a bullish eye-opener for investors in <a target="_blank" href="https://www.benzinga.com/topic/technology-stocks" rel="noreferrer noopener">U.S. tech stocks</a>, as it&#8217;s becoming crystal clear that the AI Revolution has found its next major area of penetration: Saudi Arabia, Wedbush analyst Daniel Ives said.
Joining President Trump and his team of advisors on this key trip to the Middle East starting at the Saudi-U.S. Investment Forum he was joined by titans of the tech world including Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Godfather of AI Jensen, Elon Musk, Amazon.Com Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Andy Jassy, Palantir Technologies Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) Alex Karp, Alphabet Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Ruth Porat, International Business Machines Corp&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) Arvind Krishna, OpenAI&#8217;s Sam Altman, Advanced Micro Devices, Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) Lisa Su, among other prominent tech leaders.
The theme was clear in Riyadh: the AI Revolution is coming to the Saudi Kingdom, and Riyadh will be a major buyer of AI chips, software, autonomous robotics, and data centers over the next decade.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/buybacks/25/05/45410939/amd-stock-pops-on-6-billion-buyback-plan-us-tariff-ease" rel="noreferrer noopener">AMD Stock Pops On $6 Billion Buyback Plan, U.S. Tariff Ease</a>
Coming off a major US and China trade deal this weekend in Switzerland, which was a &#8220;dream scenario&#8221; for the markets and bullish tech investors, the tone in Riyadh has been about the bright green light on the massive AI buildout in Saudi, and this could open up a vast opportunity and TAM for Nvidia, Palantir, Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon, Alphabet, Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and many other well-positioned chip/software names over the coming years.
Ives noted that the market opportunity in Saudi Arabia could add another $1 trillion to the broader global AI market in the coming years, and this dynamic is not being priced into the market and tech names.
Trump granted the Crown Prince&#8217;s new AI company, Humain (PIF AI subsidiary), a major strategic partnership with Nvidia in which Jensen &amp; Co. will sell 18,000 next-generation Blackwell chips in the first deployment to power a Saudi supercomputer.
Over the next five years, Saudi Arabia will construct major data centers to train and deploy the Kingdom&#8217;s sovereign AI models.
This technology innovation is part of Saudi Arabia&#8217;s Vision 2030 initiative to move away from dependence and focus on technology and other strategic initiatives.
This is all part of a regional focus in the Middle East on building out data centers and the AI Revolution, which will start to vault UAE, Saudi, and Qatar to the priority list for U.S. tech companies. It also speaks to this global game of high-stakes poker being played by the Trump Administration, as while China is getting restrictions from Nvidia&#8217;s older H20 chip slowing down the AI buildout in Beijing, on the contrary, Ives noted Saudi getting the best Nvidia next-generation chips with a red carpet rollout from the rest of the Big Tech world.
China is taking notice, which will add to the drama of the broader U.S.-China tariff talks over the coming months.
This Saudi development is a significant trend to focus on over the coming months. As per the analyst, the AI theme is a bullish indicator that further shows the U.S. tech&#8217;s lead in this fourth Industrial Revolution.
He stated that there is one chip fueling this generational spending: the Godfather of AI, Jensen and Nvidia. This will be just the beginning as tech players like the hyperscalers, Palantir, Tesla, and others see the game-changing AI market opportunity in the Middle East. Ives expects bigger AI deals on the horizon, Ives added.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45411148/taiwan-semiconductor-commits-15-billion-to-chip-expansion-approves-dividend-amid-rising-global-demand" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor Commits $15 Billion To Chip Expansion, Approves Dividend</a></li>
</ul>
Photo by AKOBCHUK V via Shuttesrtock

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Nvidia, Amazon, Tesla, Palantir Among Top Beneficiaries Of $1 Trillion Saudi Arabia AI Push, Analyst Says

Investors with a lot of money to spend have taken a bearish stance on IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether this is an institution or just a wealthy individual, we don't know. But when something this big happens with IBM, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 17 options trades for IBM.
This isn't normal.
The overall sentiment of these big-money traders is split between 23% bullish and 64%, bearish.
Out of all of the options we uncovered, 16 are puts, for a total amount of $961,274, and there was 1 call, for a total amount of $28,960.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $200.0 to $260.0 for IBM over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in IBM's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to IBM's substantial trades, within a strike price spectrum from $200.0 to $260.0 over the preceding 30 days.
<h3>IBM 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747242143_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$13.5</td>
<td>$13.45</td>
<td>$13.5</td>
<td>$255.00</td>
<td>$130.8K</td>
<td align="right">45</td>
<td>3.0K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$13.5</td>
<td>$13.45</td>
<td>$13.53</td>
<td>$255.00</td>
<td>$98.4K</td>
<td align="right">45</td>
<td>3.0K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$13.4</td>
<td>$13.35</td>
<td>$13.4</td>
<td>$255.00</td>
<td>$93.6K</td>
<td align="right">45</td>
<td>2.3K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$13.4</td>
<td>$13.1</td>
<td>$13.4</td>
<td>$255.00</td>
<td>$93.4K</td>
<td align="right">45</td>
<td>2.3K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$13.5</td>
<td>$13.45</td>
<td>$13.52</td>
<td>$255.00</td>
<td>$93.2K</td>
<td align="right">45</td>
<td>3.0K</td>
</tr>
</tbody>
</table>

<h3>About IBM</h3>
IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which include 95% of all Fortune 500 companies. Primary products include its mainframes, Red Hat software, transaction processing software, and IT consulting.
<h3>IBM's Current Market Status</h3>
<ul>
<li>With a volume of 1,470,659, the price of IBM is down -0.67% at $256.85. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 70 days.</li>
</ul>
<h3>What The Experts Say On IBM</h3>
Over the past month, 4 industry analysts have shared their insights on this stock, proposing an average target price of $250.75.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Wedbush has revised its rating downward to Outperform, adjusting the price target to $300. 
&#x2A; Reflecting concerns, an analyst from Wedbush lowers its rating to Outperform with a new price target of $300. 
&#x2A; An analyst from Morgan Stanley persists with their Equal-Weight rating on IBM, maintaining a target price of $233. 
&#x2A; An analyst from UBS has decided to maintain their Sell rating on IBM, which currently sits at a price target of $170. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for IBM, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Markets

Decoding IBM's Options Activity: What's the Big Picture?

General

Finanz Informatik And IBM  Expand Collaboration; IBM To Support Finanz Informatik In Its Strategic Initiatives With AI, Automation, And Hybrid Cloud Technology

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets experienced a notable upswing this week, driven by President Donald Trump's announcement of a trade agreement with the United Kingdom. The deal includes reductions in tariffs on UK automobiles, steel, and aluminum, and grants the UK access to the U.S. beef market. This development spurred optimism for potential future trade agreements and contributed to a rally in equities, with the S&amp;P 500 and Nasdaq posting gains. Additionally, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) surpassed the $100,000 mark, reflecting increased investor confidence and a shift toward riskier assets.
Despite the positive market response, concerns about the broader economic outlook persist. The Federal Reserve opted to maintain current interest rates, citing uncertainties related to the new tariff policies and their potential impact on inflation and employment. Analysts warn of the risk of stagflation — a combination of stagnant economic growth and high inflation—especially as the effects of the tariffs become more pronounced.
Looking ahead, high-level trade discussions between U.S. and Chinese officials are scheduled, aiming to address ongoing tensions and possibly adjust existing tariffs. Investors are closely monitoring these developments, as outcomes could significantly influence market dynamics and economic forecasts in the coming months.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/25/05/45259042/ibm-thinks-big-ai-delivers-bigger-why-bulls-are-charging-toward-300">"IBM Thinks Big, AI Delivers Bigger – Why Bulls Are Charging Toward $300"</a>, by Surbhi Jain, reports that International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares have climbed 48% over the past year and 13% year-to-date, driven by strong technical indicators and a bullish AI strategy, prompting Wedbush analyst Dan Ives to reiterate an Outperform rating with a $300 price target.
<a href="https://www.benzinga.com/25/05/45295534/novavax-reports-q1-profit-as-revenue-surges-to-over-600-million-and-lower-costs-raises-2025-forecasts">"Novavax reports Q1 profit as revenue surges to over $600 million and lower costs, raises 2025 forecasts"</a>, by Vandana Singh, reports that Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) posted a Q1 profit of $2.93 per share on $667 million in revenue — driven by $603 million from terminated advance purchase agreements — while raising its 2025 revenue forecast to $975 million-$1.025 billion and noting ongoing discussions with the FDA for full approval of its COVID-19 vaccine.
<a href="https://www.benzinga.com/25/05/45297555/hims-hers-stocks-100-surge-is-squeezing-shorts-and-it-might-just-be-getting-started">"Hims &amp; Hers stock's 100% surge is squeezing shorts—and it might just be getting started"</a>, by Surbhi Jain, reports that Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) shares have doubled over the past month, fueled by strong Q1 earnings, a partnership with Novo Nordisk to offer Wegovy, and a high short interest of 33% of float, suggesting a classic short squeeze may be underway.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/government/regulations/25/05/45298562/chipmakers-enter-bullish-seasonal-window-5-stocks-that-could-outperform">Chipmakers Enter Bullish Seasonal Window: 5 Stocks That Could Outperform</a>
<a href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure">Nvidia, Broadcom, AMD Gain As Trump Reshapes AI Chip Export Rules To Ease Market Pressure</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45268589/sunrun-stock-rallies-after-strong-q1-report-details">Sunrun Stock Rallies After Strong Q1 Report: Details</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45268429/arm-holdings-stock-plunges-after-q4-results-heres-why">"Arm Holdings Stock Plunges After Q4 Results: Here's Why"</a>, by Erica Kollmann, reports that Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) shares fell nearly 9% after the company beat Q4 expectations with $1.24 billion in revenue and $0.55 EPS but issued weaker-than-expected guidance for fiscal 2026, citing uncertainty in licensing deals and global trade tensions.
<a href="https://www.benzinga.com/25/05/45272331/super-micro-slides-as-ai-server-delays-nvidia-supply-limits-weigh-on-analyst-ratings">"Super Micro slides as AI server delays, Nvidia supply limits weigh on analyst ratings"</a>, by Anusuya Lahiri, reports that Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares fell 5% after the company missed Q3 revenue and EPS expectations and issued a cautious Q4 outlook, attributing delays to customers awaiting NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs and facing supply constraints, leading analysts to lower forecasts amid concerns over AI server demand and margin pressures.
<a href="https://www.benzinga.com/25/05/45261806/sarepta-therapeutics-stock-sinks-on-gloomy-forecast-analysts-cut-price-forecasts">"Sarepta Therapeutics stock sinks on gloomy forecast, analysts cut price forecasts"</a>, by Vandana Singh, reports that Sarepta Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) shares fell after the company posted a deeper-than-expected Q1 loss and cut its 2025 forecast due to Elevidys rollout delays, despite beating revenue estimates.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/earnings/25/05/45239188/arista-networks-shares-fall-after-mixed-q1-results-eps-beat-revenues-miss-q2-guidance-below-estimates">Arista Networks Shares Fall After Mixed Q1 Results: EPS Beat, Revenues Miss, Q2 Guidance Below Estimates</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45270996/cleveland-cliffs-stock-falls-on-q1-earnings-miss-steelmaker-idles-6-facilities-taking-decisive-action-to-streamline-our-operations">Cleveland-Cliffs Stock Falls On Q1 Earnings Miss, Steelmaker Idles 6 Facilities: ‘Taking Decisive Action To Streamline Our Operations'</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45302422/coinbase-q1-earnings-highlights-revenue-eps-miss-2025">Coinbase Slips On Q1 Miss, Highlights SEC ‘Win' And Strategic Bitcoin Reserve Executive Order</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

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Benzinga Bulls And Bears: IBM, Novavax, Arm Holdings — And UK Trade Deal Boosts Markets

IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) held its Think 2025 event in <a href="https://www.benzinga.com/25/05/45259042/ibm-thinks-big-ai-delivers-bigger-why-bulls-are-charging-toward-300">Boston on Tuesday. </a> 
The key takeaway from the event is the company's portfolio of software products and services being "integral to large enterprise customers as they leverage AI across their organizations," according to Goldman Sachs.
The IBM Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5805f8a2846faa000106ab15/james-schneider">Analyst James Schneider</a> maintained a Buy rating and price target of $270.
The IBM Thesis: The company launched LinuxONE 5, which enables 450 billion secure AI inference operations per day, Schneider said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
The company also introduced an upgraded watsonx.data, which taps unstructured data to increase accuracy of AI agents, he added.
"CEO Arvind Krishna noted that AI is shifting from experimentation to delivering measurable business value, with an emphasis on productivity and cost efficiency," the analyst wrote.
IBM projected that AI agents could power 30% of the one billion new applications by 2028, he further stated.
By applying its AI solutions internally, the company can "support ongoing margin expansion and FCF growth &#8211; even as it executes on M&amp;A," Schneider said.
IBM Price Action: Shares of IBM were up 1.1% to $252.02 at the time of publication on Wednesday.
Read More: 
<ul>
<li><a href="https://www.benzinga.com/25/05/45218573/ibms-ai-watsonx-integrates-with-oracle-cloud-to-boost-enterprise-productivity">IBM AI Watsonx Integrates With Oracle Cloud To Boost Enterprise Productivity</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Reiteration

Movers

IBM's AI Push Takes Center Stage At Think 2025, Goldman Sees Path To Margin Growth

Wedbush analyst Daniel Ives reiterates IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with a Outperform and maintains $300 price target.

Wedbush Reiterates Outperform on IBM, Maintains $300 Price Target

IBM's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) stock is strutting like it owns the runway. Up 48% in the past year and 13% just this year, the legacy tech giant is flexing serious momentum and the charts are confirming it.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0507"><img loading="lazy" decoding="async" width="633" height="488" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07082641/Screenshot-2025-05-07-at-5.56.20-PM.png" alt="" class="wp-image-905522" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07082641/Screenshot-2025-05-07-at-5.56.20-PM.png 633w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07082641/Screenshot-2025-05-07-at-5.56.20-PM-300x231.png 300w" sizes="(max-width: 633px) 100vw, 633px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0507">Chart created using Benzinga Pro</a>
Trading at $249.12, IBM stock sits comfortably above its five, 20 and 50-day moving averages, with a bullish MACD (moving average convergence/divergence) and RSI (relative strength index) suggesting there's still gas in the tank. Technical traders call it &#8216;strongly bullish.&#8217; Bulls call it a &#8220;no-brainer."
But IBM isn't just riding the AI wave &#8211; it's building the surfboard. At the IBM Think conference in Boston, analysts came away impressed with the company's laser-focused AI and hybrid cloud strategy. 
Read Also: <a href="https://www.benzinga.com/25/05/45218573/ibms-ai-watsonx-integrates-with-oracle-cloud-to-boost-enterprise-productivity">IBM AI Watsonx Integrates With Oracle Cloud To Boost Enterprise Productivity</a>
<h2 class="wp-block-heading">Why Dan Ives Is &#8216;Incrementally More Bullish&#8217; On IBM</h2>
Wedbush's Dan Ives is going full throttle, reiterating an Outperform rating and setting a $300 price target. He left the event "incrementally more bullish," noting IBM's sprawling AI use cases, including 70+ AI-infused workflows and over $5B already tied to its generative AI business.
The Z17 mainframe is back in the spotlight, Watsonx Orchestrate lets users build AI agents in minutes, and management is even cozying up with Meta to potentially integrate into the Llama LLM stack. As Ives puts it, IBM's stack is "built for the enterprise AI revolution."
<h2 class="wp-block-heading">JPMorgan Says IBM Is Leading By Example</h2>
JPMorgan's Brian Essex is more measured, holding a Neutral rating, but even he admits IBM is leading by example. He highlighted IBM's internal AI efforts, which have saved $3.5 billion, automating everything from HR to financial forecasting, and proving it&#8217;s not just selling AI—it's living it.
With HashiCorp integration unlocking hybrid automation and a bet on small models paying off, IBM seems determined to reinvent enterprise tech one AI agent at a time.
IBM isn't your grandfather's tech stock anymore. It's leaner, smarter and increasingly essential in the AI-powered future of enterprise.
Don't be surprised if $300 is just the next pit stop.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/05/45251508/warren-buffett-falls-behind-nancy-pelosi-in-stock-market-returns-over-the-last-11-years-heres-what-data-shows">Warren Buffett Falls Behind Nancy Pelosi In Stock Market Returns Over The Last 11 Years: Here&#8217;s What Data Shows</a></li>
</ul>
Photo: Shutterstock

Technicals

IBM Thinks Big, AI Delivers Bigger – Why Bulls Are Charging Toward $300

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$110.00</td>
<td>$38.9K</td>
<td>27.3K</td>
<td>49.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$197.50</td>
<td>$39.0K</td>
<td>3.9K</td>
<td>12.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$385.00</td>
<td>$42.5K</td>
<td>1.8K</td>
<td>8.6K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$240.00</td>
<td>$168.2K</td>
<td>3.2K</td>
<td>1.7K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$440.00</td>
<td>$70.0K</td>
<td>19.0K</td>
<td>1.6K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$340.00</td>
<td>$30.2K</td>
<td>320</td>
<td>1.1K</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$42.50</td>
<td>$117.0K</td>
<td>920</td>
<td>488</td>
</tr>
<tr>
<td>DDOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$102.00</td>
<td>$51.5K</td>
<td>348</td>
<td>328</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$100.00</td>
<td>$31.1K</td>
<td>7.5K</td>
<td>322</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$185.00</td>
<td>$29.2K</td>
<td>2.1K</td>
<td>279</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option trade that happens to be bearish, expiring in 3 day(s) on May 9, 2025. This event was a transfer of 351 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $38.9K, with a price of $111.0 per contract. There were 27300 open contracts at this strike prior to today, and today 49958 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on May 9, 2025. Parties traded 100 contract(s) at a $197.50 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $390.0 per contract. There were 3938 open contracts at this strike prior to today, and today 12144 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on May 9, 2025. Parties traded 50 contract(s) at a $385.00 strike. The total cost received by the writing party (or parties) was $42.5K, with a price of $850.0 per contract. There were 1825 open contracts at this strike prior to today, and today 8633 contract(s) were bought and sold. 
• Regarding IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), we observe a put option sweep with bullish sentiment. It expires in 45 day(s) on June 20, 2025. Parties traded 290 contract(s) at a $240.00 strike. This particular put needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $168.2K, with a price of $580.0 per contract. There were 3214 open contracts at this strike prior to today, and today 1798 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be neutral, expiring in 45 day(s) on June 20, 2025. This event was a transfer of 55 contract(s) at a $440.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $70.0K, with a price of $1270.0 per contract. There were 19036 open contracts at this strike prior to today, and today 1639 contract(s) were bought and sold. 
• For APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we notice a call option sweep that happens to be neutral, expiring in 3 day(s) on May 9, 2025. This event was a transfer of 20 contract(s) at a $340.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.2K, with a price of $1542.0 per contract. There were 320 open contracts at this strike prior to today, and today 1103 contract(s) were bought and sold. 
• For WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we notice a call option trade that happens to be bullish, expiring in 136 day(s) on September 19, 2025. This event was a transfer of 200 contract(s) at a $42.50 strike. The total cost received by the writing party (or parties) was $117.0K, with a price of $585.0 per contract. There were 920 open contracts at this strike prior to today, and today 488 contract(s) were bought and sold. 
• For DDOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on May 9, 2025. This event was a transfer of 100 contract(s) at a $102.00 strike. The total cost received by the writing party (or parties) was $51.5K, with a price of $515.0 per contract. There were 348 open contracts at this strike prior to today, and today 328 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a put option trade with bearish sentiment. It expires in 136 day(s) on September 19, 2025. Parties traded 21 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $31.1K, with a price of $1485.0 per contract. There were 7513 open contracts at this strike prior to today, and today 322 contract(s) were bought and sold. 
• For PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we notice a call option trade that happens to be neutral, expiring in 255 day(s) on January 16, 2026. This event was a transfer of 10 contract(s) at a $185.00 strike. The total cost received by the writing party (or parties) was $29.2K, with a price of $2920.0 per contract. There were 2130 open contracts at this strike prior to today, and today 279 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DDOG

DELL

PANW

International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) on Tuesday disclosed a collaboration with Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) to integrate IBM&#8217;s premier AI platform, Watsonx, <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45213081/ibm-and-oracle-expand-partnership-to-advance-agentic-ai-and-hybrid-cloud" rel="noreferrer noopener">with Oracle Cloud Infrastructure (OCI)</a>.
This latest development in their partnership aims to leverage OCI&#8217;s built-in AI capabilities to foster a new wave of AI-powered productivity and efficiency across businesses, particularly through multi-agentic systems.
IBM&#8217;s Watsonx Orchestrate AI agents will be available on OCI in July, integrating with Oracle&#8217;s AI Agent Studio and OCI AI services for unified multi-agent management across Oracle and non-Oracle systems.
Initially focused on HR, watsonx Orchestrate on OCI (Red Hat OpenShift) supports various cloud regions and hybrid deployments, performing AI inferencing on OCI.
Greg Pavlik, executive vice president, AI and Data Management Services, Oracle Cloud Infrastructure, said, &#8220;IBM and Oracle have been collaborating to drive customer success for decades, and our expanded partnership will provide customers new ways to help transform their businesses with AI.&#8221;
In a separate release, IBM introduced new hybrid cloud technologies designed to overcome traditional <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45213085/ibm-accelerates-enterprise-gen-ai-revolution-with-hybrid-capabilities" rel="noreferrer noopener">obstacles in scaling enterprise AI</a>.
The company projects that the app landscape will explode to over a billion by 2028, intensifying the pressure on organizations to achieve scalability across increasingly complex and fragmented IT ecosystems.
In April, the company disclosed a&nbsp;$150 billion&nbsp;investment plan in the U.S.&nbsp;over the next five years to drive economic growth and strengthen its <a target="_blank" href="https://www.benzinga.com//node/45041909" rel="noreferrer noopener">position as a global computing leader</a>.
Investors can gain exposure to the stock via&nbsp;First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TDIV#NASDAQ">TDIV</a>) and&nbsp;FT Vest Technology Dividend Target Income ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/TDVI#BATS">TDVI</a>).
Price Action: IBM shares are down 0.59% at $247.70 premarket at the last check on Tuesday.
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Photo via Shutterstock

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TDIV

TDVI

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LUMN

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U.S. stock futures fell on Tuesday after snapping a nine-day winning streak on the S&amp;P 500 index. Futures of major benchmark indices were lower in premarket.
After a remarkable 20-year high winning streak, the S&amp;P 500 saw stocks decline on Monday. This reversal was triggered by two key statements from President Donald Trump: his proposal for a 100% tariff on <a href="https://www.benzinga.com/general/entertainment/25/05/45201601/trump-wants-movies-made-in-america-again-heres-what-tariffs-on-films-could-mean-for-disney-netflix-stock">foreign-made films</a> and his announcement that he would not be discussing trade with Chinese President Xi Jinping this week. 
Investors are keeping an eye on the Federal Reserve&#8217;s decision on interest rates, which is slated to be announced on Wednesday.
Meanwhile, the 10-year Treasury bond yielded 4.36% and the two-year bond was at 3.81%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing a 96.8% likelihood of the Federal Reserve keeping the current interest rates unchanged in its May meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.54%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.77%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-0.91%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.98%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Tuesday. The SPY was down 0.82% to $558.89, while the QQQ declined 1.12% to $480.49, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Energy, consumer discretionary, and information technology sectors led Monday&#8217;s decline on the S&amp;P 500, contributing to the index snapping a nine-session winning streak.
Bucking this trend, consumer staples stocks closed slightly higher.
The S&amp;P 500 rose by 2.9%, the Dow by 3%, and the Nasdaq by 3.4% for the week.
In company news, Skechers U.S.A. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>) saw its shares surge over 24% following an acquisition agreement by 3G Capital at $63 per share, while Tyson Foods Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>) <a href="https://www.benzinga.com/news/25/05/45198250/tyson-shares-drop-after-mixed-quarter-with-weak-sales-solid-profit">shares fell </a>around 8% after disappointing second-quarter sales.
On the economic front, the ISM services PMI exceeded expectations, rising to 51.6 in April from March&#8217;s 50.8.
The Dow Jones index declined 99 points or 0.24% to 41,218.83, whereas the S&amp;P 500 index fell 0.64% to 5,650.38. Nasdaq Composite ended 0.74% lower at 17,844.24, and the small-cap gauge, Russell 2000, tumbled 0.82% to 2,004.26.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-0.74%</td>
<td>17,844.24</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.64%</td>
<td>5,650.38</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.24%</td>
<td>41,218.83</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.82%</td>
<td>2,004.26</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
WisdomTree senior economist Jeremy Siegel highlights the positive impact of the <a href="https://www.benzinga.com/25/05/45213790/us-dollar-depreciation-is-cushioning-the-impact-of-tariffs-on-corporate-profits-says-expert-heres-how">U.S. dollar&#8217;s decline</a> on multinational earnings this year.
In his weekly commentary, he points out that roughly half of the S&amp;P 500&#8217;s revenue is generated internationally, a factor he believes can mitigate the adverse effects of tariffs on corporate profits.
As Siegel states, "With 40-45% of S&amp;P 500 revenues sourced abroad, that currency translation effect alone could cushion the impact of tariffs on corporate profits."
He further suggests that, "This, alongside hopes of deal-making and eventual tariff de-escalation, is underpinning the market&#8217;s recovery."
Moreover, Siegel remains optimistic about stocks, explaining that markets often overreact to recessions.
He argues, "While earnings may drop if the economy turns south, the long-horizon value of equities should not fall 20–25%, as often happens. If investors finally look beyond the valley into the mountain, the downside could be limited even in a mild recession."
As the Federal Reserve is projected to keep the interest rates steady after the Wednesday&#8217;s meeting, Cooper Howard, director, fixed income strategy at the Schwab Center for Financial Research said, &#8220;The market&#8217;s pricing in between three and four cuts prior to the year-end, but that's aggressive unless the labor market shows further signs of slowing.&#8221;
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures </a>
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Tuesday:
<ul>
<li>The U.S. trade deficit data for March will be out by 8:30 a.m.</li>
</ul>
Stocks In Focus:
<ul>
<li>Marriott International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) rose 0.62% in premarket on Tuesday as it is expected to report earnings before the opening bell. Analysts expect a quarterly earnings of $2.25 per share on revenue of $6.17 billion.</li>
</ul>
<ul>
<li>Archer-Daniels-Midland Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>) fell 0.63% as Wall Street expects it to report earnings of 67 cents per share on revenue of $21.94 billion before the opening bell.</li>
</ul>
<ul>
<li>Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) was 0.59% lower as it is expected to report earnings after the closing bell. Analysts expect a quarterly earnings of 94 cents per share on revenue of $7.13 billion.</li>
</ul>
<ul>
<li>Celanese Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) jumped 5.49% after posting better-than-expected results for its first quarter on Monday. The company said it sees second-quarter adjusted earnings of $1.30 to $1.50 per share, versus market estimates of $1.41 per share.</li>
</ul>
<ul>
<li>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) dropped 7.89% despite reporting in-line earnings for its first quarter on Monday. Palantir reported first-quarter revenue of $883.86 million, beating analyst estimates of $862.83 million. The company reported first-quarter adjusted earnings of 13 cents per share, in line with analyst estimates.</li>
</ul>
<ul>
<li>International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) was trading 074% lower after expanding its partnership with Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), down 1.07%. The companies aim to advance agentic AI and hybrid cloud, and also unveil hybrid AI technologies.</li>
</ul>
<ul>
<li>Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) was 11.34% higher after announcing a strategic partnership with Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) to advance autonomous mobility.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 2.78% to hover around $58.72 per barrel.
Gold Spot US Dollar rose 1.36% to hover around $3,376.57 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was lower by 0.18% at the 99.6530 level.
Asian markets were mixed on Monday. India's S&amp;P BSE Sensex and Australia's ASX 200 indices declined. While China&#8217;s CSI 300, Hong Kong's Hang Seng, Japan's Nikkei 225, and South Korea's Kospi index rose. European markets were also mixed in early trade.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45214653/uber-could-win-the-robo-taxi-war-says-expert-analyst-predicts-75-gains-on-ride-hailing-cost-drop">Uber Could Win The &#8216;Robo Taxi War,&#8217; Says Expert: Analyst Predicts 75% Gains On Ride Hailing Cost Drop</a></li>
</ul>
Photo courtesy: Shutterstock

Market Summary

Futures

Treasuries

Economics

Pre-Market Outlook

PONY

UBER

US Stocks Likely To Open Lower After Snapping 9-Day Streak: 'Downside Could Be Limited Even In A Mild Recession,' Says Expert

<ul>
<li>Build AI agents in 5 minutes with industry's most comprehensive set of agent capabilities</li>
<li>Drive 176% ROI over three years by automating integration across hybrid cloud</li>
<li>Turn enterprise data into the most powerful tool with new watsonx.data, which can lead to 40% more accurate AI agents</li>
<li>Accelerate secured, scalable AI with 450 billion inference operations per day on new LinuxONE 5</li>
</ul>

IBM Unveils Hybrid AI Technologies To Build Enterprise Agents In 5 Minutes And Unlock 176% ROI

BM And Oracle Expand Partnership To Advance Agentic AI And Hybrid Cloud Across Enterprise Operations

IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) has outperformed the market over the past 5 years by 2.11% on an annualized basis producing an average annual return of 16.19%. Currently, IBM has a market capitalization of $231.18 billion. 
Buying $100 In IBM: If an investor had bought $100 of IBM stock 5 years ago, it would be worth $214.82 today based on a price of $248.75 for IBM at the time of writing.
<h3>IBM's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746458112_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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