JPMorgan analysts cited IBM’s improved positioning as an AI infrastructure beneficiary with expected software acceleration in the second half of 2026.
Tag: Surges
Super Micro Computer Surges 16% After GF Securities Upgrade to Buy
SMCI shares jumped sharply in pre-market trading after the analyst cited AI server demand and improved supply chain stability.
IBM Surges 5% Pre-Market on JPMorgan Overweight Upgrade Citing AI Software Acceleration
JPMorgan upgraded IBM to overweight, citing greater confidence in second-half software momentum and IBM’s positioning as AI infrastructure beneficiary.