For Institutions
About
In 2026, IBM predicts AI progress will shift from larger models to smarter, more efficient ones. Researchers found smaller models can outperform larger ones by reasoning better. AI labs are now focusing on "thinking models" that check logic before responding. Advances have made AI cheaper and more accessible, but challenges remain, including errors and environmental concerns. Success will depend on efficiency and collaboration between humans and AI. Analysts rate IBM stock as a Moderate Buy, with a price target of $303.71, indicating shares are near fair value.
GE Aerospace's stock price fell 1.2% to $308.20, with a trading volume decline of 55%. Analysts have mixed ratings, with Jefferies raising the price target to $350 and Zacks downgrading to 'hold'. The company reported Q3 earnings of $1.66 EPS, exceeding estimates, and revenue of $11.31 billion, up 26.4% year-over-year. A quarterly dividend of $0.36 per share will be paid on January 26. Insiders sold shares, and institutional investors like Vanguard and State Street increased their stakes in the company.
The Dow Jones Index fell -244 points or 0.51 percent on Wednesday to close at 48123 points.Leading the losses are IBM (-1.93%), American Express (-0.92%) and Walt Disney (-0.90%).Top gainers were Nike (4.18%), Verizon (0.12%) and J&J (0.10%).
GE Aerospace shares fell 1.21% to $308.03 on Wednesday, underperforming compared to competitors like Honeywell and RTX, which saw smaller declines. The S&P 500 and Dow Jones also dropped, with the former down 0.74% and the latter down 0.63%. GE Aerospace is currently 3.15% below its 52-week high of $318.06 reached on December 26. Trading volume was 2.0 million below its 50-day average of 4.4 million.
Revenue could explode, or not.