Crypto-related GPU sales appear to be more massive than AMD and NVDA had expected in 4Q17; here’s why Susquehanna’s Christopher Rolland says this could be an issue.
Oppenheimer’s Ittai Kidron asks where can IBM “go from here” following two consecutive years of gross margin downturns in every segment?
After the bell, International Business Machines Corp. (NYSE:IBM) reported fourth-quarter earnings, showing positive revenue growth …
Cantor’s Joseph Foresi highlights some positives in IBM’s favor approaching tonight’s quarterly results, but still sees more downside risk than upside gain to shares.
For GBH Insights’ Daniel Ives, the 4Q showcase is “all about” IBM’s step forward “in the right direction;” an encouraging sign of turnaround momentum entering 2018.
Guggenheim’s Rob Cihra is more confident than consensus on AAPL, calling for a strong performance in the fiscal year ahead.