International Business Machines Corp（IBM）のニュースとイベントIBMInternational Business Machines Corp

Tech Stocks Plummet, Tesla Down 3%

Stock futures are tumbling as renewed concerns about the returns on artificial-intelligence investments trigger a broad technology selloff. Oil prices are rising, with Brent crude up nearly 3% to around $112 a barrel and West Texas Intermediate approaching $100, as escalating tensions in the Middle East heighten concerns about disruptions to global energy supplies. The 10-year Treasury yield is easing toward 5.05%, while gold is falling toward $4,073 an ounce as investors reassess the outlook for interest rates and risk assets. Corporate earnings remain in focus. Meta shares are sliding despite strong revenue growth as investors weigh rising AI spending and legal costs, while Tesla is under pressure as its investment plans raise questions about returns.In pre-market trading, S&P 500 futures fell 0.92%, Nasdaq futures fell 1.57% and Dow futures fell 0.50%.Check out this morning's top movers from around Wall Street, compiled by The Fly.UP AFTER EARNINGS -Spotifyup 7%Dow Inc.up 4%Lockheed Martinup 4%Procter & Gambleup 2%CSXup 3%DOWN AFTER EARNINGS -Tesladown 3%Meta Platformsdown 2%Lam Researchdown 9%IBMdown 7%Nokiadown 6%America Airlinesdown 4%Blackstonedown 3%Honeywell Technologiesdown 1%Barclaysdown 1%

Nasdaq Composite Rises Over 1%, Tesla Falls 3.3%

All the major averages were up, though the outsized bounce in technology stocks helped Nasdaq Composite to post an outsized increase of over 1%.  AI-exposed Industrials and Technology were also the top two performing sectors in the S&P 500, where Semiconductors as well as Enterprise Software marched in step to the upside.   Software iShares ETF (IGV) was up for the second consecutive day, rising 1.8%, while iShares Semiconductorsrallied over 2%.  In turn, rising Treasury yields punished the rate-sensitive sectors - REITs was among the worst performing areas of the market.The afterhours earnings session saw mixed results for high-profile Tech and AI-driven names: Lam Research and IBM were down, though Meta Platforms and Texas Instruments were modestly higher.  Tesla initially rallied on earnings, but the stock retreated during the earnings call as the company cut its capex view for this year to $20B from $25B.  Subsequently, in the opening hours of the evening session, the Nasdaq 100 contract is down by 0.7% while S&P e-Minis are down by 0.5%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Liberty Energyup 8.8%CSXup 3.7%Knight-Swift Transportationup 3.3%Meta Platformsup 2.5%SAP SEup 2.3%Kinder Morganup 2.0%Texas Instrumentsup 1.2%United Rentalsup 0.6%DOWN AFTER EARNINGS -Lam Researchdown 6.8%IBMdown 4.4%Tesladown 3.3%Las Vegas Sandsdown 2.7%

Company Raises 2023 Software Growth Outlook to 7%-8%

In prepared remarks for its Q3 conference call, the company stated, " Given our strong third quarter Software performance, our confidence in the full-year outlook has increased. We now expect full-year Software growth of approximately 7% to 8%, with about 7% as the revised base case. For the full year, we expect double-digit growth in Hybrid Cloud, mid-teens growth in Data and low-single digit growth in Automation. For Transaction Processing, we are raising our expectations for the full year with growth expected to be flat. Infrastructure growth accelerated in the third quarter with significantly stronger program-to-program performance of z17 underscoring the durability of the platform and the value it delivers to clients. Combined with continued strength in Distributed Infrastructure, we continue to expect low-single-digit Infrastructure revenue growth for the full year. In Consulting, backlog quality and momentum in generative AI continue to support a modest acceleration to low-to-mid single-digit revenue growth for the year. We continue to expect 100 basis points of operating pre-tax margin expansion for the full year, reflecting the flow-through from the third-quarter earnings beat and continued operational discipline. And our operating tax rate expectation for the year remains in the mid-teens. "