International Business Machines' (NYSE:IBM) Investors Will Be Pleased With Their Solid 152% Return Over the Last Five Years
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Every IBM Investor Should Keep an Eye on This Number
Stifel Maintains IBM Corp(IBM.US) With Buy Rating, Maintains Target Price $290
Apollo Global Management has appointed former White House National Economic Council Director Conn's as the Chief Independent Director.
On Thursday, the USA private equity giant Apollo Global Management announced the appointment of Gary Cohn as the Chief Independent Director of the Board of Directors and Marc Rowan as the Chairman of the Board of Directors, both succeeding Jay Clayton. The New York-based Asset Management company stated that Clayton, who has served as Chairman and Chief Independent Director since March 2021, will become the Acting U.S. Attorney for the Southern District of New York on April 22.
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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
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IBM Analyst Ratings
RBC Capital Maintains IBM Corp(IBM.US) With Buy Rating, Maintains Target Price $276