📈 Stocks / Finance

IBM Hits $1B in Quantum Revenue Amid AI Growth

Quantum Insider

IBM has generated $1 billion from quantum technology, with expectations for further gains as it expands quantum and AI investments. In Q4 2024, software revenue rose 10%, offsetting declines in consulting and infrastructure. The company forecasts 5% revenue growth in 2025, with $13.5B in free cash flow.

Market Shrugs Off Alphabet Drop as AI Stocks Surge

Yahoo Finance

Despite Alphabet's 7% drop on weak cloud growth and rising AI costs, markets climbed as investors shifted to AI winners. Super Micro and Nvidia gained on AI data center news. The S&P 500 rose 0.39%, while gold hit a record $2,900. Treasury yields fell after stable auction forecasts, boosting fixed-income prices.

Gold’s Surge Signals Broader Commodities Boom?

Kitco

Grant Williams warns that gold’s record highs could signal a broader commodities resurgence as investors seek refuge from currency debasement and geopolitical instability. He sees precious metals and energy as key plays, noting that shifting US policies and supply chain reshoring could drive inflation and market volatility.

🪙 Crypto

BlackRock Expands Bitcoin ETP Offerings to Europe

Bitcoin Magazine

BlackRock is set to launch a spot Bitcoin ETP in Switzerland, marking its latest expansion into international crypto markets. The move follows the success of its U.S. Bitcoin ETF, IBIT, which amassed over $50B in AUM. CEO Larry Fink has called Bitcoin a hedge against economic and political instability.

🌎 Global Economy

Dollar Weakens as Trade War Fears Ease, Yen Strengthens

CNBC

The U.S. dollar fell to a one-week low as markets reassessed tariff risks, while the yen rallied on strong wage data. The dollar index dropped 0.435% to 107.58, pressured by softer U.S. services PMI and easing trade tensions. Japan's real wages rose 0.6%, fueling rate hike bets, while China's yuan dipped after new U.S. tariffs.

🟢 Augury Analysis

PLTR Stock Analysis: Growth Potential, Alex Karp’s Insider Moves, and What’s Next

AuguryInvest.app