US stocks climbed on Thursday as the US confirmed a highly anticipated meeting with China next week and investors parsed through a fresh batch of quarterly results after Tesla (TSLA) and IBM (IBM) earnings fell short. The tech-heavy Nasdaq Composite (^IXIC) led the gains, rising 0.9%, while the S&P 500 (^GSPC) added 0.6%. The Dow Jones Industrial Average (^DJI) drifted 0.3% higher. President Trump said a long-anticipated meeting with Chinese President Xi is scheduled for next Thursday, offering reassura ...

市场整体表现 - 美国主要股指在2025年10月23日下午交易中出现反弹 道琼斯工业平均指数上涨约0.1%（25点）[2] 标准普尔500指数上涨约0.3%[2] 纳斯达克综合指数领涨 涨幅约0.6%[2] - 市场反弹主要由于卖压缓解以及对科技公司财报的乐观预期[2] 能源板块表现突出 能源精选行业SPDR基金飙升1.62%[3] 主要受西德克萨斯中质原油期货价格上涨近6%至每桶61.90美元推动[3] - 科技板块表现疲软 科技精选行业SPDR基金微跌0.34%[3] 消费 discretionary和医疗保健板块亦收低[3] 关键市场驱动因素 - 投资者关注即将发布的消费者价格指数报告 该数据可能影响美联储政策预期 市场预计10月降息概率为96.7%[4] - 地缘政治因素持续影响市场 白宫考虑对华实施新的软件出口限制 此前对科技股构成压力[6] - 企业财报季持续进行 多家大型科技公司即将公布业绩[5] 主要公司动态与业绩 - 特斯拉第三季度营收增长12% 但净利润大幅收窄37% 碳信用收入暴跌44%[7] 尽管汽车交付量创纪录达497,099辆 股价当日波动剧烈[7] 公司还因软件故障召回超过63,000辆Cybertruck[7] - 谷歌宣布支持配备碳捕获技术的燃气发电厂项目 以供应AI数据中心能源[8] 同时其Willow量子芯片在特定算法上展现出13,000倍于传统超级计算机的性能优势[9] 母公司Alphabet股价上涨0.82%[9] - 英伟达股价接近历史高点 公司向埃隆·马斯克的xAI投资20亿美元 并与OpenAI达成1000亿美元合作伙伴关系[10] 此外 英伟达向英特尔投资50亿美元获得4%股份 旨在共同开发PC和数据中心芯片[10] - 苹果在英国竞争上诉法庭败诉 被裁定滥用市场支配地位收取30%应用商店佣金[11] 公司即将公布2025年第四季度财报[11] - 微软预计将公布强劲的第一财季业绩 Azure云业务因AI需求保持强劲增长[12] 公司还推出了名为"Mico"的新型可定制AI角色 旨在提升Copilot应用体验[12] 其他市场动向 - IBM尽管利润和营收超预期 股价仍下跌 显示其企业业务面临挑战[13] - 受新的联邦资金机会推动 量子计算公司IonQ、Rigetti Computing和D-Wave Quantum股价大涨8%至12%[13] - 黄金期货上涨超过2% 比特币交易价格约为110,000美元[13]

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. IBM Stock Falls. Why Strong Earnings Weren't Enough. By Tae Kim and Ben Levisohn Updated Oct 23, 2025, 2:05 pm EDT / Original Oct 22, 2025, 3:30 am EDT Share Resize Reprints Jefferies ana ...

IBM (NYSE:IBM) beat third-quarter expectations as strong performance in its Infrastructure and Automation divisions successfully offset a surprising slowdown in key software segments like Red Hat. • IBM shares are experiencing downward pressure. Find out more here.Driven by the success of its z17 mainframe, IBM raised its full-year financial guidance, signaling confidence that it can overcome the weaker-than-expected results from its cloud software business.BofA Securities analyst Wamsi Mohan maintained a B ...

Speaking of like let's look at IBM for example um which did have a good earnings report beat on the top and the bottom line the stock was lower earlier uh it plays into the theme that I mentioned at the top of our program moves that the committee is making today around some of the the stocks that are in the news. The stock is off as you see it's coming off the mat though from where it traded after the earnings. Is it Steph the fact that as you as you talked to us on closing bell yesterday going into the pri ...

公司业绩表现 - 2025年10月22日公布强劲财报 调整后每股收益为265美元 超出市场共识预期的245美元 [2][5] - 同期营收达1633亿美元 超过市场预期的1609亿美元 [2][5] - 尽管业绩超预期 公司股价在盘后交易中下跌7% [2][5] 股价与市场表现 - 2025年10月23日 UBS维持卖出评级 将目标价从200美元上调至210美元 当时股价为28751美元 [1][5] - 财报公布后 股价在周四盘前交易中继续下跌近7% [3] - 近期股价波动 当日上涨194%至28751美元 日内最低28135美元 最高28913美元 [4] - 过去52周股价区间为20351美元至30104美元 市值约2678亿美元 交易量1010万股 [4] 业务运营与市场担忧 - 公司是云计算 人工智能和企业解决方案领域的领导者 与微软和亚马逊在云服务市场竞争 [1] - 股价下跌主要归因于核心云软件部门增长放缓 [2][3] - 投资者担忧公司利用云服务需求增长的能力 这对未来增长前景至关重要 [3]

公司财务表现 - 第三季度调整后每股收益为265美元 同比增长15% 超出市场预期的244美元 [3] - 第三季度营收增长9%至163亿美元 超出市场预期 [3] - 公司上调了全年营收和自由现金流预测 [3] 市场反应与股价表现 - 尽管业绩超预期 公司股价周四下跌15% 盘中一度下跌8% [2][3] - 股价下跌主要因投资者关注其软件业务的疲软表现 [3] - 混合云部门（软件板块一部分）销售额增长按固定汇率计算从第二季度的14%减速至12% [5] - 交易处理收入连续第二个季度下降 跌幅为3% [5] 业务部门表现 - 混合云业务增长放缓 凸显软件部门面临压力 [3][5] - 美国银行分析师认为公司整体业绩稳健 维持“买入”评级 因公司正转向利润率更高的软件业务并推动强劲的自由现金流 [6] 行业背景与展望 - 市场对IBM稳健季度的反应凸显投资者对科技公司本财报季的高期望 [4] - 下周将有五家总市值约15万亿美元的科技巨头公布业绩 其股价大幅波动将对主要指数产生重大影响 [4] - 尽管IBM云增长放缓 但“科技七巨头”股票周四均上涨 [7]

Vancouver, British Columbia - TheNewswire - October 23, 2025 – Bolt Metals Corp. (“Bolt” or the “Company”) (TSXV: BOLT) (OTC: PCRCF) (FSE: A3D8AK), wishes to clarify certain information disclosed in its news release dated October 23, 2025, titled “Bolt Metals Completes Induced Polarization Survey at the Northwind Property.”The Company advises that due to a clerical error, the amount of the non-brokered private placement of units (the “Private Placement”) was incorrectly stated as $1,500,000. The correct amo ...

美股主要指数表现 - 标普500指数和纳斯达克指数上涨 道琼斯工业平均指数基本持平[1] - 投资者关注中美贸易进展并消化最新一批公司财报[1][4] 个股表现：业绩不及预期 - IBM股价下跌 因公司软件收入低于分析师预期[1][4] - Tesla股价下跌 因公司第三季度利润未达到分析师预估[2] - Molina Healthcare成为标普500指数中表现最差的股票 因公司第三季度利润远低于预期并大幅下调全年展望[2] 个股表现：业绩超预期或有利好消息 - Dow Inc股价大涨 因公司第三季度意外实现GAAP盈利 尽管收入未达预期[2] - Honeywell International股价大涨 因公司上调全年利润预测并更新分拆计划[3][4] - 多家量子计算公司股价飙升 包括D-Wave Quantum、IonQ、Rigetti Computing和Quantum Computing 因华尔街日报报道特朗普政府考虑让商务部入股量子计算企业[3] 大宗商品及外汇市场 - 原油期货价格上涨 因白宫对俄罗斯石油公司Rosneft和Lukoil实施额外制裁[4] - 黄金价格上涨 10年期美国国债收益率小幅上升[4] - 美元兑日元和英镑汇率上涨 兑欧元汇率基本持平 大多数主要加密货币上涨[4]

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: IBM earnings growth accelerated in the third quarter, bolstered by gains in the software and automation segments, the company said Wednesday. IBM reported $16.3 billion in revenue for the three months ending Sept. 30, marking a 9% growth and the highest year-over-year revenue increase in recent years. The company saw its largest increases in the infrastructure ...