IBM Landed A $240M AI Deal. Is That Enough?
IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11.
International Business Machines Corp (IBM)
Market is closed
Sector: Computer & Office Equipment
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 3,204,600 | $901,165,566 | +49% | 0.1% | |
| 2. | 2,904,000 | $816,633,840 | +137% | 0.09% | |
| 3. | AQR Capital Management Cliff Asness | 2,688,952 | $742,177,731 | +43% | 0.26% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,702,963 | $478,888,686 | +492% | 0.38% |
| 5. | 1,014,600 | $285,315,666 | +37% | 0.1% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $237.83 | 50 | $11,891.47 | 194 | 2026-02-25 | Filing | |
| $233.33 | 434 | $101,263.53 | 434 | 2026-02-25 | Filing | |
| $304.00 | 1,000 | $304,000.00 | 9,258 | 2026-01-30 | Filing | |
| $249.00 | 1,200 | $298,800.00 | 8,258 | 2025-02-28 | Filing | |
| $210.62 | 936 | $197,138.92 | 936 | 2024-11-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $253.01 | 26,543 | $6,715,639.12 | 45,007 | 2025-03-03 | Filing | |
| $215.20 | 3,600 | $774,727.20 | 25,390 | 2024-11-08 | Filing | |
| $184.85 | 9,800 | $1,811,524.12 | 119,498 | 2024-02-01 | Filing | |
| $134.30 | 6,570 | $882,364.14 | 74,467 | 2023-02-01 | Filing | |
| $133.61 | 31,949 | $4,268,673.94 | 81,037 | 2023-02-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 76,763,481 | $21,586,658,598 | 0.32% | |
| 2. | 61,385,366 | $17,262,178,773 | 0.37% | |
| 3. | 56,045,055 | $15,760,429,917 | 0.47% | |
| 4. | 28,348,295 | $7,971,824,037 | 0.36% | |
| 5. | 23,448,500 | $6,580,297,978 | 0.35% |
News See All
IBM Stock Pops After Clinching $240 Million Deal With Together AI
Shares of global tech giant IBM ($IBM) rose about 1.5% on Tuesday after signing a $240 million multi-year deal with artificial intelligence startup...
IBM Returns to Canada’s Bond Market After 14 Years as Other Tech Giants Rush In
Tech giant IBM ($IBM) is returning to Canada’s bond market for the first time in 14 years and joins a record wave of foreign companies raising mone...
3 ETFs Rated Outperform by AI Analyst — August 10, 2026
This article highlights three ETFs rated Outperform (Buy) by TipRanks’ AI analyst. Exchange-traded funds (ETFs) remain a top choice for investors l...
The Week That Was, The Week Ahead: Macro and Markets, August 9
U.S. stocks finished a strong week with another rally on Friday after a surprisingly weak jobs report pushed investors to rethink the path for inte...
Microsoft or IBM: Morgan Stanley Picks the Better Hyperscaler Stock to Buy Now
AI remains Wall Street’s biggest investment theme, although enthusiasm has become far more selective during recent months. Much of that scrutiny ha...
3 ‘Strong Buy’ Dividend Aristocrat Stocks for Dependable Income, 8/5/26
For investors seeking dependable dividend income, International Business Machines ($IBM), Johnson & Johnson ($JNJ), and Coca-Cola ($KO) stand out. ...
CRCL Earnings: Circle Hits Revenue Wall as Crypto Slump Slams Stablecoin Growth; CRCL Stock Jumps
Circle Internet Group ($CRCL) shares jumped 7.4% in pre-market trading on Wednesday, even after second-quarter revenue fell short of Wall Street es...
IBM’s Quantum Bet Just Got Bigger—What the HRL Deal Means for Investors
It’s against this backdrop that International Business Machines Corporation (NYSE:IBM) has agreed to acquire HRL Laboratories from Boeing Co. (NYSE:BA) and General Motors Co. (NYSE:GM).
Want to Play Quantum Earnings This Week? This ETF Offers Exposure to IonQ, D-Wave, and More
IonQ ($IONQ) and D-Wave Quantum ($QBTS) will report second-quarter earnings on August 5 and August 6, respectively. Investors who want exposure to ...
Hedge Fund Resource Center