Oppenheimer says Wall Street is underappreciating IBM’s transition

Oppenheimer sees shares of IBM rallying 32% from here.

Retail sales fizzled at the end of the holiday season — tariffs alter Americans’ buying habits. February 10, 2026
Sales at U.S retailers fizzled at the end of the holiday shopping season, suggesting consumers worried about the economy might be cutting back on spending as a new year got underway.
Jeffry Bartash
This is the analyst who has gold bugs thinking $12,000 is not only possible, it’s the right price February 10, 2026
Myrmikan Capital’s Daniel Oliver says we’re in the first phase of a massive bull market and the second could come fast.
Barbara Kollmeyer
BP to halt stock buybacks ahead of new CEO’s start February 10, 2026
BP said it was halting stock buybacks as the oil and gas giant said it wanted to rebuild its balance sheet.
Steve Goldstein
Why stocks have climbed even after the appearance of three Hindenburg Omens February 10, 2026
The dreaded bear-market predictor isn’t so ominous, after all.
Mark Hulbert
Microsoft and Oracle may be bargain stocks, according to this analysis February 10, 2026
Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than that of the S&P 500.
Philip van Doorn
Target cuts office and warehouse jobs, shifting ‘significantly more payroll’ to stores February 10, 2026
Target is cutting around 500 jobs, as it tries to put money into making its stores more appealing places to shop, according to reports.
Bill Peters
Hard-hit Spotify stock rallies as streaming service adds 38 million users February 10, 2026
Spotify Technology shares rallied after the streaming service recorded surprisingly strong profits and more paying customers.
Steve Goldstein
What TSMC’s latest numbers say about the AI story February 10, 2026
Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales growth numbers for January that analysts say points to robust demand for artificial-intelligence usage.
Steve Goldstein
CVS Health’s stock falls 3% as challenges to Medicare business come into view February 10, 2026
The changes come as the wider retail-pharmacy market has been upended in recent years.
Jaimy Lee
Coca-Cola’s stock falls after a rare sales miss, even as volumes and prices rose February 10, 2026
Coca-Cola’s stock heads for biggest decline in 10 months after quarterly sales missed expectations.
Tomi Kilgore