CNBC Markets Now: July 25, 2025
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Yahoo
6 minutes ago
- Yahoo
International Business Machines Corporation (IBM): Don't Abandon The Stock, Warns Jim Cramer
We recently published . International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer recently discussed. International Business Machines Corporation (NYSE:IBM) is one of Cramer's favorite technology stocks. Throughout this year, the CNBC TV host has expressed optimism about the firm's CEO and the firm's consistency in winning contracts for its enterprise computing business. International Business Machines Corporation (NYSE:IBM)'s shares fell by 7.6% after the firm's latest earnings report saw software revenue of $7.39 billion miss analyst estimates of $7.43 billion. Cramer discussed the earnings report: 'Most of the news is good this morning, IBM. I still think not as bad, uh, Chipotle we have to talk about. Copyright: believeinme33 / 123RF Stock Photo Previously, he discussed potential future International Business Machines Corporation (NYSE:IBM) share price movement: 'Oh, I like IBM very much. I mentioned Ben Wright earlier. I think that Ben, he's really turned me on to this stock. We did a very positive piece about it. I think it goes, I'm going to say not much higher but creeping higher over time, and that's actually a great place to be. So I like IBM.' While we acknowledge the potential of IBM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
CNBC
5 hours ago
- CNBC
‘This market is pricing in perfection,' warns Verdence Capital CIO as tariff deadline looms
The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking. Megan Horneman, who oversees $4.1 billion in assets under management, thinks there's too much complacency around the Aug. 1 U.S. trade deadline. "This market is pricing in the perfect situation," she told CNBC's "Fast Money" on Monday. In addition to tariff concerns, she lists uncertainty regarding Federal Reserve policy and overbought conditions from a technical perspective as potential issues. "Once we see that [rate cuts] might be priced off the table, coinciding with the fact that we're not quite sure what's going to happen with the tariff perspective, I think you can see a bit of a valuation correction," said Horneman, who's a former Deutsche Bank senior investment strategist. Horneman is particularly concerned that technical levels are signaling overbought conditions in growth stocks — including Big Tech. "These are things that we think might upset the rally that we're seeing here," she said. Despite her short-term caution, Horneman considers herself a long-term bull and views pullbacks as opportunities. She lists international stocks among her top plays on market weakness. "I'd warn that right now, they're expensive from a valuation perspective [but] cheap compared to the U.S.," she said. "They've been underloved for way too long, and I think you're seeing some of that rotation just begin. I think that can continue." To navigate the uncertainty, her key advice to investors right now: Make sure you're allocated appropriately. "Fast Money" trader Guy Adami also sees concerns, citing the number of retail investors driving recent market gains."Just in terms of valuation, things have gotten a tad frothy here," he said on Monday's show. The S&P 500 closed at record highs every day last week. As of Friday's close, the index is 16% over the past three months while the tech-heavy Nasdaq is up 21% over the same period. The Nasdaq is also atDisclaimer
CNBC
14 hours ago
- CNBC
Global week ahead: Crunch time for trade talks as Trump's deadline nears
I think most would agree that the news cycle has been relentless for most of 2025, but certain stories do seem a little "Groundhog Day" at the moment. Earlier this month, I wrote about the conundrum facing the newsroom over how to approach President Donald Trump's then-trade talk deadline of July 9. Now, at the end of the month, we find ourselves in a similar position, but this time the date we are all watching is August 1. Why? Once again, it's another deadline for countries across the globe to try and agree a trade truce with the United States, with the European Union in particular focus this time round. Debate in the newsroom resurfaces … when is a deadline not a deadline? The week has become even trickier to predict, with talks between the U.S. and China now taking center stage in Stockholm on Monday and Tuesday — potentially further complicating the picture for Europe. A U.S. trade agreement with the European Union has seemed tantalizingly close, with CNBC's Silvia Amaro reporting that a 15% baseline tariff rate is the base-case scenario, according to an EU diplomat. These reports drove stock markets across Europe and the U.S. higher last week. On Friday, however, Trump told reporters there was only a "50-50 chance" of a deal. As CNBC's Holly Ellyatt explains, the EU is keeping its so-called "trade bazooka" — or Anti Coercion Instrument — warm in case an agreement is not reached by the August deadline. The corporate world is crying out for an agreement, piling pressure on the European Union to put an end to the uncertainty. Puma, VW, Michelin and other corporates across Europe have downgraded their outlooks citing the impact of tariffs and the ongoing pressure the restrictions are putting on these businesses. This week, all eyes will be on another raft of earnings from Europe, including banking giants UBS, Santander and Standard Chartered, drinks firm Heineken, pharma giant AstraZeneca and energy major Shell to name a few. On the data front, GDP growth rates for France, Spain, Germany and Italy will be released on Wednesday, providing insight into the wider impact of the market uncertainty. Last week, the tricky economic conditions saw the European Central Bank opt for a hawkish hold of the benchmark rate at 2%, with President Christine Lagarde saying the ECB is "in a good place to hold and watch how risks develop over the next few months." And so Friday August 1st will be a crucial date for market participants and corporates (and the newsroom)… until it isn't.
